A director at the Financial Advice Association Australia and a former superannuation chief executive are among recipients of this year’s Australia Day honours. ...
The chair of Australian Retirement Trust has been appointed as non-executive director at the Bank of Queensland, commencing next month....
Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....
Significant demand for both Australian and international equity exposure has driven Betashares’ two flagship ETFs to reach more than $4 billion in funds under management ...
Wealth Data has recorded a “very encouraging” 18 advisers joining the financial advice industry this week, with over three-quarters joining as new entrants....
The asset manager has welcomed a new head of wholesale client coverage to focus on Australia and New Zealand, representing a “key step” in its growth strategy....
Tribeca portfolio manager, Jun Bei Liu, remains optimistic amid forecasts of a soft landing and has outlined three sectors to be potential winners in the year ahead. ...
The $211 billion Future Fund has appointed a new chair to replace Peter Costello, who will step down next month after 14 years....
Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies. ...
Perpetual saw $4.3 billion in outflows from its asset management division in the last quarter to 31 December, but market movement meant overall AUM increased....
Initiatives taken by Netwealth to stem outflows earlier in the year have helped the firm in the last quarter as December saw its highest inflows in 10 months....
There may be a trend for advisers opting to set up their own licence, but those contemplating the change have been warned it is not necessarily the right path for every a...
Dirigere Advisory, a Victorian boutique financial advice licensee, has relaunched with a new operating model that aims to better meet the needs of its advisers, including...
JP Morgan Asset Management has announced a strategic partnership with wealth investment firm Craigs Investment Partners....
Sustainable funds in Australia and New Zealand saw US$567 million in inflows in the last quarter, according to Morningstar, but political concerns in the US meant global ...
The regulator has provided example questions of what the next batch of candidates sitting on 26 March can expect to see, following regulatory changes to its structure. ...
Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices...
The actions of Sydney fraudster Melissa Caddick have resulted in heavy costs for the financial advice subsector, as the FAAA calls for costs of enforcement against unlice...
The federal government has released draft legislation making it easier for financial advisers to demonstrate they have a qualified degree and changing the transitional ar...
Private credit was the asset class of 2023 and the re-activation of the IPO markets should be a strong signal for the year ahead, writes Andrew Martin....
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...