ASIC has cancelled the AFSL of a Queensland-based advice firm and is aware it had recommended investments that included the now-liquidated Global Capital Property Fund an...
Insignia Financial suffered total net outflows of $1 billion in its first quarterly update for FY25, however reported overall growth in its funds under management and adm...
As Invest Blue looks to quadruple its client base to 60,000 Australians, managing director David Stephen says outsourcing is helping it achieve these growth aspirations a...
ASIC has released its annual report for the 2023–24 financial year, recording a 43 per cent year-on-year rise in alleged misconduct reports. ...
Australian Ethical Investment has appointed a new head of private markets to lead its infrastructure debt fund and private markets portfolio....
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees a further uptick in 2025, according to Delo...
The regulator has cancelled the AFSL and credit licence of liquidated Ultiqa Lifestyle Promotions following a $19,000 unpaid AFCA determination that was paid by the CSLR....
The financial planning software designed for advisers has rebuilt its platform and brought its development team in-house to better adapt to industry changes....
Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as one-third say they ...
Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it look...
Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...