Search Page

Displaying results 181241 - 181260 of 182628

 

As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation....

Superannuation • 25 July 2024

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....

Financial planning • 25 July 2024

A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC....

Financial planning • 26 July 2024

There is less than a week to go before ASIC commences a compliance program on 1 August to ensure licensees have correct FAR records, and enforcement action is possible if...

Financial planning • 26 July 2024

Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner....

Financial planning • 26 July 2024

Having completed the acquisitions of Merricks Capital and Argyle Group, funds under management at Regal Partners has risen 35 per cent to $16.5 billion....

Funds management • 26 July 2024

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....

Features • 26 July 2024

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...

Financial planning • 26 July 2024

WT Financial lost seven advisers over the past week but overall adviser numbers have welcomed a third consecutive week of double-digit growth....

Financial planning • 26 July 2024

Recognising the women leading the charge in the financial services sector...

Past events • 29 July 2024

ASIC has reassured investors that Australian equity markets operate with a “high level of integrity” following its latest market cleanliness report....

Funds management • 29 July 2024

The firm acquired Pendal in January 2023, but some 80 per cent of the firm’s FY24 asset management outflows came from Pendal products, according to Morningstar....

Funds management • 29 July 2024

DomaCom has temporarily withdrawn the product disclosure statement of its DomaCom managed investment fund for new business at the request of its trustee....

Funds management • 29 July 2024

Australians aged 18–34 years old are demonstrating a higher degree of trust in social media-sourced advice over professional financial advisers, according to ASFA....

Financial planning • 29 July 2024

The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....

Financial planning • 29 July 2024

Schroders is to close the wholesale class of a global equity fund, while a sustainable one will be repositioned as an ESG one in light of higher sustainability criteria i...

Funds management • 29 July 2024

A UK investment manager specialising in derivatives-based strategies has made one of its funds open to professional Australian investors. ...

Funds management • 29 July 2024

Of those financial advisers indicating they are looking to leave the industry, three-quarters are advisers aged under 40 which is presenting a problem for future growth....

Financial planning • 29 July 2024

ETF provider Betashares has announced a new addition to its product suite with a new systematic ETF....

Funds management • 30 July 2024

With Betashares and Global X both launching hedged versions of their ETFs in recent weeks, why should investors consider a hedged ETF?...

Funds management • 30 July 2024
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 21 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago