The Financial Services and Credit Panel has made its latest decision on a case regarding Statements of Advice and rolling over superannuation funds.
InvestSMART is positioning its business to be a leading digital wealth and advice platform in Australia as it launches its own white label online investing platform.
In the latest Meet the Manager profile, Money Management speaks with Merlon Capital portfolio manager and principal Andrew Fraser about setting up a fund manager in the wake of the GFC, portfolio construction and ESG.
A Melbourne-based advisory firm formerly licensed through AMP has become the latest to join the Count network, while newly acquired Diverger has partnered with a fintech business.
Magellan has reported a funds under management increase, rising to $37.2 billion, as Sophia Rahmani prepares to join the firm in May.
Adviser Ratings has entered a strategic partnership with Numerisk to introduce a professional indemnity insurance solution, aimed at opening up adviser supply and improving trust in the industry.
Investors are suffering from decision paralysis with the volume of choice available, according to the CEO of Morningstar, and the industry would be wise to improve their engagement efforts to help them.
Money Management compares the financial results of the top three Australian investment platforms – Netwealth, HUB24 and Praemium – for the first half of FY24.
Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leaders, as advisers look for alternative options.
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.
