A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services....
A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business....
DNR Capital has announced the launch of a specialist global small and mid-cap equity manager, as it also welcomes its second portfolio manager on board....
The completion of remediation projects by firms such as AMP have led to an influx of compliance professionals entering the market, although they see pushback on their nar...
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...
Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....
Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are exactly in line with the same time last year, althoug...
Australian Ethical has reported $10.4 billion in funds under management as quarterly inflows grow by 54 per cent....
Regal Partners has announced its latest acquisition, taking a minority stake in a $1.4 billion specialist asset manager....
Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...
T. Rowe Price has cut its exposure to Australian bonds as it believes the RBA’s next monetary policy move will lead to higher bond yields. ...
Mergers and acquisitions in the Australian financial services industry are expected to continue surging, with M&A leaders looking to double the number of deals they are p...
With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larg...
Asset manager Nuveen has promoted Saira Malik, who has worked at the firm for more than 20 years, as head of equities and fixed income....
Janus Henderson has been awarded a $285 million mandate from MLC Asset Management to manage emerging market equities....
Macroeconomic concerns and the upcoming US election have caused fund managers to turn pessimistic on global economic growth, according to Bank of America....
Insignia has announced it has completed the separation of Rhombus Advisory but flagged it needs to increase its remediation provision by an estimated $135 million relatin...
Iress is expecting a 50 per cent EBITDA rise for the first half of the 2024 calendar year compared to the prior corresponding period, as it enters the final stages of its...
Ethical fund manager, Ethical Partners, is understood to have closed up shop after six years in business....
BT’s latest research has identified the top 10 most important attributes for financial advisers when selecting a platform provider....
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...