According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....
ASIC has clarified why the cost of sitting the financial adviser exam has increased by more than 50% this year to $1,500....
The closure of BlackRock’s Australian ‘high conviction’ fund range is among a series of confirmed changes to the global investment manager’s Australian equities business....
Amid numerous global events and policy developments, the responsible investment industry should be looking to steady the ship in the coming year....
According to BetaShares, the ETF industry will bounce back in 2023 after a year of market decline....
Munro Partners is awaiting a downward movement in earnings estimates before it puts cash in its Global Growth fund back to work but is concerned the market is failing to ...
2022 certainly was turbulent, writes Monik Kotecha, but some things don’t change, no matter how wild the ride....
A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....
Adviser losses have dramatically slowed this year compared to the start of 2022 when there was a net loss of more than 1,700 advisers. ...
Elizabeth Ninness, previously an executive consultant with NAB, will take on the role of chief operating officer at Talaria....
A former Adelaide financial adviser has been sentenced for two counts of falsifying company books, having previously been charged last June. ...
Global advisory business WTW has merged its Asia and Australasia businesses to create one Asia Pacific region, led by Simon Weaver. ...
The rising oil price is unlikely to change Australian Ethical’s view of fossil fuels but the company is not shunning all types of energy exposure....
Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Mapl...
A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry....
With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...
The corporate regulator has confirmed the looming departure of a commissioner, set to join global investment management company Vanguard....
CFA Societies Australia is urging asset managers to adopt its voluntary global ESG disclosure standards in a step towards uniformity and transparency for investors....
Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business....
BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...
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...