Half of advice firms are failing to communicate their plans for the business with their employees which could cause problems with staff retention, according to Business H...
Global wealth declined last year for the first time since the GFC and Australia experienced the fourth-highest losses behind the US, Japan and the UK, according to resear...
The corporate regulator has announced several appointments to its executive leadership team, as it reaches the final stages of executing its new organisational structure....
The statistical agency has officially recognised the financial advice profession by using the occupational terms 'financial adviser/financial planner' as a result of the ...
In a curious aside to ASIC’s appeal of the CBA/Colonial First State judgment, the judge has taken issue with the financial services industry’s use of the term ‘grandfathe...
The firm has entered an agreement with SS&C to divest its managed funds administration business for $52 million with the deal expected to close in Q3 FY23 as it details i...
The annual superannuation performance test results are just days away and some Choice options will also be under the microscope for the first time, writes Craig Day....
The global investment manager has launched its first alternative fund for Australian retail investors, as more turn towards the asset class to strengthen their investment...
Magellan chief executive, David George, has sent a message to advisers that they are a key client base for the firm while discussing how M&A could help to reach its $100 ...
The investment research firm has named a new chief executive as its current CEO and founder, David Wright, steps down after 20 years....
Bravura has appointed Greg Johnson as global head of product, just days after appointing Shezad Okhai as chief commercial officer. ...
Colonial First State has appointed two investment professionals from MLC Asset Management and AustralianSuper. ...
AMP has reached an agreement to settle the shareholder class action brought by Komlotex in June 2018 following the Hayne royal commission for $110 million....
Amidst concerns that video SOAs or a shorter advice document could replace paraplanners, this industry professional sees it as an opportunity for them to upskill....
HUB24 is targeting platform funds under administration of up to $100 billion by FY25 as it looks to build the ‘platform of tomorrow’....
ASIC has commenced “urgent proceedings” in the Federal Court of a former Sydney financial adviser amid an investigation regarding fees charged to client super funds. ...
Focusing on behaviour and psychology can help adviser to strengthen their client relationships and offer a unique service proposition, writes Jane Monica Jones....
J.P. Morgan Asset Management will launch two active ETFs focused on fixed income and emerging markets on the Cboe Australia exchange....
After two consecutive quarters in decline, the Financy Women’s Index has improved, helped by the number of women appointed to ASX 200 boards. ...
The firm has announced revenue growth of almost 30 per cent to $33.7 million in its annual results and will be seeking to reach $100 million by 2030, doubling its previou...
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...