Listing a “replica” of the Magellan Global Equities strategy on the ASX is providing the fund manager with access to an expanded client-base....
RIAA plans to quadruple the proportion of total AUM in responsible investments over the next three years....
Deep penetration of the advice industry combined with the successful listing of its Global Equities Fund on the ASX, helped take Magellan to a new level....
Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....
AMP’s wealth management business reported a $410 million profit for the 2015 financial year, as the company saw profits rise by 10 per cent....
South Africa’s largest mutual company, Professional Provident Society (PPS), is targeting a slice of Australia’s $7.5 billion retail life risk insurance sector. ...
Accountants who do not obtain a limited AFSL before 1 July 2016, could be forced to wait until 2019 to provide SMSF advice, a legal expert warns....
ASIC has banned a former director of Macquarie Agricultural Funds Management Ltd from providing financial services for six years, over a “fake family office”....
Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....
A para-planner who was dismissed without warning, has failed to have the decision ruled as “unfair”, despite his employer failing to abide by the industry award....
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. ...
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 ...
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....