Licensees will need to ensure their advisers’ Financial Adviser Register record states if they can provide tax (financial) advice by 1 February, 2023. ...
The order for Vasco’s Pivotal Diversified Fund stemmed from concerns regarding the deficiencies in the target market determination of the fund. ...
Despite a tumultuous year for equity markets, GQG has ended the year at nearly 96% of the level of funds under management at which it began....
AMP and Dexus Funds Management have engaged in discussions regarding an alternative transaction structure for Dexus’ acquisition of Collimate Capital’s real estate and do...
Pinnacle Investment Management has announced the size of its performance fees for the six months to 31 December, having previously warned they could be less than $1 milli...
Enrolments for the first financial adviser exam of 2023 open today with licensees applying for a new adviser urged to act quickly....
Justice Sarah Derrington, who led the Australian Law Reform Commission’s review into financial services legislation, is to depart after five years. ...
KPMG has released their annual ‘Keeping us up at night’ report, highlighting the five most-pressing issues facing business leaders in 2023....
Former global head of financial planning and analysis, James Raby, will take over as BlackRock’s head of wealth for the Asia Pacific region. ...
Australia’s upcoming CPI data is expected to reflect an easing of inflationary pressures, according to ING Economics....
K2 Asset Management has announced a partnership with GAM to manage its long/short Select International Absolute Return fund....
The Centrelink Home Equity Access Scheme has been identified as a possible advice option for advisers, having previously been thought of as a credit product which require...
As the Chinese economy begins to bounce back, experts argue its impact on the domestic and global economy could be significant....
CPI inflation rose to 7.3% in November, according to latest figures from the Australian Bureau of Statistics....
While Australia has been in a generally sweet spot compared to global peers, this could be the year spending declines as interest rate hikes pinch, argue experts. ...
The World Bank has slashed its global growth forecasts for 2023 by 1.3% amid rising interest rates, inflationary pressures and ongoing geopolitical issues....
Data from brokerage platform Selfwealth has revealed the most-popular trading options among various age demographics in the last year....
The Administrative Appeals Tribunal has upheld a decision by ASIC to cancel the Australian financial services licence of Olive Financial Markets....
One adviser may not be the best option for two generations, particularly if the parents are wholesale investors and the children are retail clients....
The ASX-listed investment manager has netted multibillion-dollar FUM growth across its global portfolio over the last quarter of its operation as an independent entity. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...