A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms.
ASIC has released the pass data for candidates who sat the February financial advice exam.
Former ASIC commissioner, Cathie Armour, has taken up a board role at Cboe, her first since departing the regulator last year, as director David Trude departs after 11 years.
While REITs are well positioned for an environment of elevated inflation and low growth, office spaces could face double headwinds with rate hikes and the adoption of hybrid work.
The chief executive of an advice financial technology firm is to step down after two years.
Magellan has warned a black swan event ‘cannot be ruled out’ given the current banking crisis but reassured investors in its $7.2 billion Global fund that it has minimal banking exposure.
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship.
Some 80% of retirees say they are already negatively feeling the impact of inflation and the majority are concerned it will mean they run out of money, according to Challenger.
A Victoria-based licensee has reported the highest volume of adviser growth since the start of the year, according to Wealth Data.
The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexpected opportunities instead.
