Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million....
Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. ...
Platinum chief executive Jeff Peters says the firm’s turnaround strategy is beginning to demonstrate its first “green shoots” amid slowing outflows and improved investmen...
A major E&P shareholder has admonished the firm’s decision to delist the company at a time when shares are finally starting to recover from significant losses, as “only a...
Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice....
A former investment manager has been sentenced in Sydney for forging performance reports related to managed discretionary account investments....
PGIM, the global asset management arm of Prudential Financial, has appointed a new president and chief executive as it embarks on a new chapter of growth....
Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds. ...
ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator ...
Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths....
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...