The Financial Adviser Standards and Ethics Authority has walked back on the three-month rule, and will also add future exam options for the July exam takers in Sydney who...
Record annual net inflows of $9.8 billion has seen the platform reach almost $50 billion in funds under administration....
Exam takers too often rely on their licensee policies, rather than their Corporations Act requirements, which has led to underperformance in assessing areas like key advi...
Due to the Sydney lockdown, the Financial Adviser Standards and Ethics Authority is currently assessing its options for exam takers....
The cost of fraud to financial services in Australia is 3.78 times the amount of the lost transaction value, according to a study....
Deputy chair Peter Yates will now be chair of AIA Australia, while Theresa Gattung will be chair of AIA New Zealand....
ECP Asset Management has appointed former First Sentier investment analyst, Justin Warton, to its investment team....
It has added six new investment advisers that specialise in professional advice to high net worth and ultra-high net worth individuals....
Copia has entered into an agreement with global asset manager TT International to distribute its Global Environmental Impact fund in Australia....
More licensee groups offering different licences for part-time advisers might help retain talent, especially those who want to balance work/family commitments, including ...
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. ...
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...
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....