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....
ASIC has updated its reportable situations regime to remove the need for licensees to submit breach notifications for certain misleading or deceptive conduct breaches....
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to the head of sustainable investment at FTSE Russell, Tony Campos, about the transition to low-car...
Global fund managers are expectant of a stockmarket rally at the end of the year, according to October’s fund manager survey from Bank of America. ...
The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...
Perpetual has ruled out making any further acquisitions while it embeds Pendal, and is seeking at least two board directors as part of a board renewal process....
Selfwealth has announced the appointment of Craig Keary as its new chief executive, as well as a new chief commercial officer. ...
Almost 3,000 advice practices have closed their doors in the past five years, but there is a “renewed purpose and direction” for those who remain, says Adviser Ratings....
Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services 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...