Shadow government appoints financial services minister

andrew bragg Stephen Jones Luke Howarth government treasury

The shadow government has appointed a minister for financial services following the departure of Stuart Roberts last May, plus a new role for Senator Andrew Bragg.

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Finalists unveiled at first-ever Australian Wealth Management Awards

wealth management awards wealth managers

Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions.

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Court rules on licensee’s conflicted remuneration case

SMSFs ASIC licensees financial advice federal court

The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prev

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What makes a successful advice practice?

WT Financial Group WT Financial Keith Cullen

The head of one of Australia’s largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms provide multidisciplinary offerings.

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Centuria appoints advice COO to distribution role

Centuria fund management real estate Sentry WT Financial Group distribution

Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm.

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Stretched environment limiting ability for BDM/PDMs to add value

business development manager BDM financial advisers licensees

Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles and ability to deliver value.

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Vanguard CEO Tim Buckley announces retirement

vanguard passive investing ETFs ceo

Vanguard has announced its international chief executive, Tim Buckley, will retire by year-end while chief investment officer Greg Davis has been promoted to president.

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Fidelity appoints president as Richards steps back

fidelity ceo

Global investment manager Fidelity International has appointed a new president to take over from Anne Richards, who will move into a vice chair role.

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Blackwattle looks to Antipodes for global equity launch

antipodes global equities fund launch

Blackwattle has appointed former Antipodes founding partner and portfolio manager, Sunny Bangia, and three former colleagues to launch its first global equity fund.

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Qld advice firm launches two managed accounts

queensland managed accounts BT BT Panorama platforms

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 days 14 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

3 weeks 6 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 2 days ago