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Clime Investment Management has reported a statutory loss of $3.8 million for FY24 following a “challenging period” for the firm, however is on a “clear path to recovery”...
COG Financial Services has detailed the impact that the acquisition of a 20 per cent stake in Centrepoint Alliance has made on its performance and future business strateg...
The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....
While all MySuper products successfully passed the latest performance test, trustee-directed products encountered difficulties....
Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....
The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...
The number of new entrants in the financial advice profession who have since departed this year has seen an improvement from the amount that left in 2023....
E&P Financial Group says outstanding legacy issues related to the Dixon Advisory collapse have been resolved, passing the buck for its compensation onto financial adviser...
Australian Ethical has reported 80 per cent growth in its FY24 statutory net profit after tax, with its board set to welcome Pendal’s former CEO next month. ...
Perpetual has reported a statutory loss of $472 million for FY24 after experiencing heavy asset management outflows, while chairman Tony D’Aloisio is to retire from the b...
Platinum has announced it will partner with global institutional managers to help boost their retail presence as part of its new growth strategy as well as reporting a 44...
Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....
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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 ...