Shadforth Financial Group has been awarded the international fiduciary certification by the Centre for Fiduciary Excellence. ...
Queensland Investment Corporation chief risk officer David Clarke has been appointed to the same position at NAB’s wealth management arm....
The investment clock has ‘ticked’ past property as an asset class, making it the time to invest in that sector, according to Wealth Within’s chief analyst....
Over the past 12 months gold has seen gains during a period of sluggish economic growth and will continue to grow, according to Datt Capital....
The Graduate Diploma of Financial Planning, as well as two bridging courses, have been approved by FASEA....
AFCA has welcomed ASIC’s assessment that continuing credit contracts cause consumer detriment and that the regulator’s product intervention powers should be utilised....
Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....
It will transition to computer-based testing for all three levels of the CFA program in 2021 with the transition already beginning for Level 1....
Current AMP Capital Real Estate COO Kylie O’Connor has been promoted to head of real estate....
Advisers are underperforming in three areas in the exam: financial advice regulatory and legal requirements, financial advice construction, and applied ethical and profes...
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....