Kylie Bryant has been appointed by the wealth management software firm to lead the management of its business in New Zealand. ...
The workplace mental wellbeing organisation has updated its online courses to help workers during COVID-19....
Good Money Habits for Life is an educational e-book for parents to help teach children about good money habits. ...
Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct faster in-depth product research....
Another drop in the pass rate for the FASEA exam has shown the industry is going to struggle to give affordable advice to Australians unless it can bring in more talent....
Investors have to avoid being lured into the bear market honey trap because of minor market rises, according to sharemarket strategist and market analyst, Rod North....
Amundi Asset Management says trying to time the bottom of the market is unrealistic and investors need to gradually consider opportunities....
Adviser communication increased 47% from February to March, according to a North American adviser marketing and research firm. ...
The corporate regulator has obtained orders to wind up Australasia Wealth Services and Management, Marigold Falconer International, and My Wealth Adviser....
The February sitting of the FASEA exam saw a pass rate of 82% and the June exam will not have a face-to-face sitting....
SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...
Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....