ASIC has updated some of its documentation in line with the DBFO Act receiving royal assent, with licensees reminded to stay on top of the changes....
Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses. ...
AMP Advice’s technical service line has revealed the most common issues its financial advisers are requiring additional support with amid an evolving regulatory environme...
The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...
A former gym owner details his path into the financial advice profession, and the value of gaining CRM or CSO experience before progressing to the adviser milestone. ...
Pengana Capital Group has reported funds under management of $3.3 billion at the end of June, helped by the launch of two private market funds....
Australian digital advice fintech moneyGPS has partnered with Lifestyle Asset Management to widen the accessibility of financial advice in Australia. ...
With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...
State Street Global Advisors has launched an unlisted managed gold fund, in response to investor demand....
Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years....
Listed fund managers have shared their final funds under management tallies for FY24 and how much they have grown during the year....
Boutique global small and mid-cap equities manager Canopy Investors has appointed a new portfolio manager, marking the third former Magellan professional to join the fir...
Schroders Australia has appointed a new business development manager as the investment manager looks to further broaden its footprint in the intermediary market....
With the end-of-financial-year adviser gains and losses finalised, how does this year’s movement affect the ranking of the top three licensees?...
A NSW individual has been convicted in Sydney’s District Court for providing unlicensed financial advice to individuals....
Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role....
As Annick Donat announces she will step down as group CEO from Clime Investment Management, Money Management takes a look back at the M&A moves made by the firm during he...
New Vanguard chief executive Salim Ramji has commenced the position at the global firm....
The ETF provider has launched its 40th listed ETF, offering investors a cost-effective way to generate attractive yield from Australian banks....
The top 10 ETFs for highest inflows over 1H24 have been revealed by Betashares, as well as the products with the largest outflows....
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...