With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...
Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...
Global fund managers are the most bullish they have been in more than two years, the latest Bank of America manager survey has shown....
ASIC has reminded advisers that their registration requirements are an ongoing obligation, having met the first deadline on 16 February, and highlighted when a registrati...
Corrs Chambers Westgarth, the law firm handling AMP’s buyer of last resort proceedings, says it is yet to file documents relating to the settlement sum, as the case manag...
Private markets firm Spire Capital has appointed former Schroders Australia chief executive, Sam Hallinan, as a partner as it seeks to expand its reach with financial adv...
The proportion of new entrants who decide to remain in the financial advice profession is on the rise but overall numbers are still insufficient, according to Wealth Data...
The second CSLR levy period payable by financial advisers could increase to as much as $39.4 million if AFCA processes all DASS complaints by March 2025....
The multi-asset businesses of Perpetual and Pendal are being merged to create one team known as the Perpetual Multi Asset Strategies Team....
It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years c...
Former chair of the House of Representatives’ Standing Economics Committee, Tim Wilson, is planning a return to politics after losing his seat in the 2022 federal electio...
Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management. ...
Perpetual has appointed Charles River Development – part of State Street – to manage the front office operations of its Australian asset management business....
While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...
One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady gro...
Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive....
Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiar...
Private markets expertise is sought-after for investment operations hires as allocations to alternative assets rise, according to a recruitment firm, but there is a gap b...
AFCA has already received almost 70,000 complaints since the start of the financial year, and chief executive David Locke has warned this sustained high growth shows the ...
There is an opportunity for advice firms to improve their relationships with self-employed clients, as Business Health finds they report low satisfaction levels with thei...
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...