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Financial advisers are likely to see their next levy for the Compensation Scheme of Last Resort exceed the subsector cap of $20 million....
Investment and advice complaints to AFCA dropped by over a quarter in FY24 but inappropriate advice remains the most prevalent complaint afflicting the sector....
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 ...
Magellan has launched the first two funds with its strategic partner Vinva Investment Management as executive chair Andrew Formica says the firm is turning back towards g...
In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million as adviser outflows lessened. ...
Court details show the extent of an “advice model” run by United Global Capital that justified its winding up earlier this month....
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Risi...
Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that...
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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 ...