Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....
The current macroenvironment is proving to be ‘encouraging’ for global mergers in the funds management space, says Wilson Asset Management, underpinned by increased optim...
The Joint Associations Working Group has issued a statement urging the government to fix the Quality of Advice Review legislation to prevent an “unworkable” path forward....
Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...
In this new episode of The Manager Mix, host Laura Dew speaks to Anthony Kirkham, head of Asia-Pacific investment management at Western Asset to delve into everything fix...
The head of Mayfair 101, James Mawhinney, has been charged with four counts of engaging in dishonest conduct....
Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...
Sequoia Financial Group has received a defence and counterclaim from Tim McGowen regarding the acquisition of Informed Investor....
Platinum Asset Management has reported its latest funds under management figures, with the firm forecasting a further $1.2 billion in redemptions ahead from its instituti...
Five industry commentators have shared their insights on the future of ETFs, including a possible US$1 trillion ETF and more active ETF vehicles. ...
With 4.2 financial advice firms expected to fail per year, what type of problems can occur that could cause a licensee or micro-AFSL to go under?...
“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...
While fixed income ETFs have lagged behind their equity counterparts, outgoing Vanguard chief executive Tim Buckley expects the asset class to underpin ETF growth in the ...
Amundi has detailed its current asset allocation in fixed income, including its weighting to Japan after the Bank of Japan made its first interest rate hike since 2016....
ASIC has appealed the Federal Court’s decision to dismiss proceedings against Finder regarding a crypto-asset product. ...
Findex has announced private equity firm Mercury Capital will acquire a 40 per cent stake in the company from KKR as it seeks to triple in size in the next five years....
JP Morgan Chase chief executive, Jamie Dimon, has stated it aims to eliminate the usage of proxy advisers by the end of 2024 in its asset management arm as he believes it...
The top salaries for financial advisers have risen by more than a third in the past year in one state, according to recruitment firm Robert Walters....
Insignia Financial’s chief risk officer sheds light why the “multidimensional” risks of operating a financial advice licensee requires a holistic and curious approach....
The Federal Court has issued a seven-figure penalty against Lanterne Fund Services, a wholesale licensee which operated as a ‘licensee for hire’. ...
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...