Search Page

Displaying results 178721 - 178740 of 182718

 

Law firm K&L Gates has appointed a partner for its asset management and investment fund practice. ...

People & Products • 13 February 2023

Maple-Brown Abbott executive director and fund manager, Geoff Bazzan, is to leave the boutique asset management firm after almost 30 years....

People & Products • 13 February 2023

HR tech platform Striver has supported business students and young graduates with networking and mentorship opportunities in financial advice for over a decade. ...

Financial planning • 13 February 2023

A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....

Financial planning • 13 February 2023

Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...

Financial planning • 13 February 2023

A boost of 14 advisers joining the new Zurich Assure AFSL has contributed to positive net growth in adviser numbers....

Financial planning • 13 February 2023

Two former financial advisers have been permanently banned by ASIC for fraud offences....

Financial planning • 13 February 2023

According to two financial advisers, working alongside numerous professionals is imperative to providing balanced client support. ...

Financial planning • 14 February 2023

Lazard Asset Management has reduced the management fee on two of its Australian equity funds for institutional and retail clients....

Funds management • 14 February 2023

The rewarding nature of financial advice and the value it brings clients is at the heart of the career, says this adviser. ...

Financial planning • 14 February 2023

Fund manager Munro Partners has appointed Qiao Ma as a portfolio manager, joining from specialist equity manager Cooper Investors. ...

People & Products • 14 February 2023

Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....

Financial planning • 14 February 2023

New data from Kaplan Professional has found digital modules around ethics and professionalism have been among the most-popular offerings for advisers. ...

Financial planning • 14 February 2023

With Australians increasingly reluctant to discuss finances, Sydney adviser Jessica Brady has launched an online financial literacy course which hopes to empower young pe...

Financial planning • 14 February 2023

Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...

People & Products • 14 February 2023

Given the volatility in domestic and international markets, Australian retail investors can be forgiven for becoming a bit emotional about their portfolios, writes Greg B...

Expert Analysis • 14 February 2023

Commonwealth Bank shareholders have benefited from the higher interest rate environment, with the big four bank’s earnings rising 9% over the first half of the 2023 finan...

People & Products • 15 February 2023

Adam Kibble, an investment director for multi-asset and fixed income, has been appointed to the role of fund manager at Schroders....

People & Products • 15 February 2023

ASIC has published its Indigenous Financial Services Framework to support positive financial outcomes for First Nations people following a period of consultation. ...

Financial planning • 15 February 2023

Subdued market activity and property devaluations has contributed to the real estate investment trust’s statutory net profit after tax declining 97%....

Funds management • 15 February 2023
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago