Having stepped down from Challenger, Steven Gregg has appointed to the board of Westpac as chairman-elect....
The Melbourne-based equities fund manager has announced expansion plans to open an office in Sydney, as well as the appointment of a head of intermediary distribution. ...
The government has opened a consultation to increase regulation for digital asset and crypto platforms via holding an AFSL, including for those who give advice or promote...
The number of profitable practices channelling their time, capital and resources into self-licensed ventures is on the rise, a trend which larger licensees are observing ...
Magellan is considering a conversion of the closed class units of its Magellan Global Fund into open ones in a bid to narrow its discount to NAV....
Diverger shareholder DMX Asset Management has described its proposed merger with Count as a “farcical” transaction, saying the offer price does not reflect the fair value...
Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading...
HUB24 has unveiled a new solution, which will be available from November, to allow the platform to meet the needs of its lower balance advised clients. ...
Morningstar is confident that if Perpetual achieves strong fund performance, it will be able to recover its share price and reassure investors’ doubt over the Pendal merg...
PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint....
Perceptions linger around the link between financial services and maths, but the sector can change this to attract more women, according to an executive....
The government has acknowledged the Australian economy faces a “systemic risk” from climate change in a Treasury statement, culminating a three-year legal saga around the...
Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...
A strategic focus on advisers has seen inflows from financial advisers to AMP’s North platform increase by 17 per cent in Q3 but total platform net cashflow has declined ...
The Financial Advice Association of Australia has appointed two Sydney-based advisers and one Gold Coast-based adviser to its board, effective 20 November 2023. ...
With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...
Challenger has declared a “positive performance despite challenging industry conditions” for its funds management business for the quarter....
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...
The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...
After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....
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...