Platinum has acknowledged its returns have not met expectations of clients or advisers, but says its investment philosophy will remain unchanged in the face of the firm’s...

Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...

In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of ...

Senator Jane Hume will join the speaker line-up at the inaugural Australian Wealth Management Summit. ...

The regulator has lost a case against Finder regarding crypto products in the Federal Court, with the comparison site stating that “innovation always moves faster than re...

Selfwealth has made a number of appointments to its executive leadership team, as new CEO Craig Keary focuses on strategic growth....

AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase....

The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments....

After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth...

There have been 16 outcomes issued by the Financial Services and Credit Panel since its launch in 2023, which issues or breaches are frequently occurring?...

ASIC has cancelled the AFSL of Sydney-based wealth manager, the third Sydney firm to face this action since the start of the year. ...

ASIC has issued its first update since the completion of the internal dispute resolution reporting deadline, sharing the percentage of first-time reports that were submit...

Following the sale of its platform business to Praemium, Iress has made a second disposal as it moves to streamline operations....

ASIC now has a 1:1 ratio when it comes to court success in the enforcement of crypto activities and more action is expected as Treasury seeks to introduce a regulatory fr...

Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research....

Looking at which licensees are seeing the fastest growth over the six months, Wealth Data says there are three firms that stand out amid falling numbers....

Traditional active asset managers will have to “perform and adapt, or lose”, according to Morningstar, naming 10 firms that have seen the largest inflows and outflows in ...

The Compensation Scheme of Last Resort has determined the estimates for the first and second levy periods, including the proportion payable by financial advisers, ahead o...

MFS Investment Management has appointed Alison O’Neill as its next chief investment officer. ...

Boutique Australian-owned fund manager, Prime Value Asset Management, has appointed a new director of distribution. ...