Over the next three years, a majority of investors believe environmental, social and governance funds will outperform, according to a survey from bfinance....
The use of technology has been a benefit to advisers during COVID-19 lockdowns and restrictions, and advisers need to fully embrace how it can be used to streamline all o...
The recommendations of a report from Senator Andrew Bragg, backed by the Financial and Technology Centre Advisory Group, says the Federal Government needs to incentivise ...
The ethical investment firm has expanded its adviser sales, distribution and investment teams....
The loss of funding for regulatory bodies from the big institutions will still need to be covered by those left in the industry, as the corporate regulator relies on cost...
Similar to a controversial scheme from AustralianSuper, LaTrobe Financial is now offering the incentive of Qantas frequent flyer points. ...
Revolution Asset Management has appointed Steve Sutinen as portfolio manager and Lucie Bielczykova as associate portfolio manager to its private debt funds. ...
Scaled advice may reduce the cost of advice, but in the case of life/risk insurance, it may not adequately cover the best interests duty for the client....
Warwick Angus has been appointed to the newly-created role of head of corporate development and market infrastructure....
The self-managed super technology platform has acquired the documentation services which will be completed by the beginning of next month....
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....