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The Financial Services Council has told a parliamentary committee that a subjective test is needed to demonstrate the sophistication of wholesale investors, whether via a...
Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....
Active equities manager RQI Investors, part of First Sentier, has made a series of promotions within its investment teams. ...
Financial services firms still face difficulty in conveying trustworthiness to clients, a KPMG report highlights, following the mistrust borne out of the royal commission...
The Financial Advice Association Australia has explored how financial advisers can personalise their service offerings for Millennials, Generation X and Baby Boomers. ...
After unanimously rejecting its first bid, Platinum Asset Management has entered into a period of due diligence with Regal Partners for the firm to submit a revised bid....
With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months....
Nanuk Asset Management has launched the Nanuk New World Fund (Currency Hedged) Active ETF, driven by adviser demand....
More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago....
The fallout from Dixon Advisory and effect on the professional indemnity insurance market could have been far worse, according to Numerisk’s Richard Silberman, if the pro...
After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice and what they learnt alo...
Stantins Financial Services, a Melbourne-based wealth management and consulting firm, has moved under AMP’s AFSL to help drive growth in the business....
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...