Following its acquisition of financial advice business Affinia from TAL, Count has welcomed an additional 11 advisers to its network as an Affinia firm joins its AFSL....
Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendati...
Money Management collates the biggest hires and exits in the financial services space of the last three months. ...
The Federal Government has released exposure draft legislation towards doubling the concessional tax rate for super balances exceeding $3 million. ...
In her first meeting as RBA governor, Michele Bullock has made the monetary policy decision on the monthly cash rate....
Global fund manager Robeco has appointed Nick King as head of ETFs as it seeks to expand its business with an ETF platform....
Consumers believe professional advice could help them openly discuss finances with their family as less than a quarter have discussed estate and inheritance planning with...
Michele Bullock’s first rate call of a hold has been in line with market expectations, though the central bank and economists are hesitant to rule out a further hike whil...
Iress has completed the sale of its managed funds administration business to SS&C Technologies with managed portfolio CEO John Harris to depart....
Growing public sentiment has seen Australia’s corporate world and super funds venture into conversations around the Voice to Parliament, but it appears fund managers are ...
The Senate economics reference committee has shared data from the Commonwealth Director of Public Prosecutions on the number of prosecutions referred to it by ASIC in the...
Franklin Templeton’s Sydney-based APAC co-head, Matthew Harrison, is to relocate to Europe, and the global fund manager has promoted a new head of APAC distribution. ...
AZ Next Generation Advisory is to acquire a stake in The Wealth Designers as the Perth advice business seeks to have an office in every Australian capital city. ...
Australia’s leading source of market intelligence and news for the cyber security sector, Cyber Security Connect, has today rebranded to Cyber Daily....
A global survey launched on World Financial Planning Day has examined the impact of advice across quality of life, financial confidence, financial satisfaction and experi...
The last three months have seen at least three high-profile court cases involving adviser misconduct, keeping the corporate regulator on its toes to wrap up a busy quarte...
EY believes there is a benefit for banks in returning to the wealth space and developing decumulation products for consumers entering retirement. ...
A former financial adviser who pled guilty to stealing $10 million from his clients to spend on boats and helicopters has been sentenced in a Melbourne court, with the ju...
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...
The specialist asset manager has launched the Global Opportunities Fund, following rising local demand from Australian investors for global sustainable investment options...
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...