Search Page

Displaying results 181281 - 181300 of 182626

 

After the inaugural Women in Finance Summit sold out in record time in 2023, we’re back for 2024 with a bigger and better program providing women in financial services in...

Past events • 1 August 2024

AFCA is considering whether complaints against advice licensee United Global Capital, which saw its AFSL cancelled this week, will be covered by the CSLR and how many com...

Financial planning • 1 August 2024

ASIC has confirmed it was “unnecessary” for the regulator to intensively interview Dixon Advisory advisers about the problems at the firm....

Financial planning • 1 August 2024

JP Morgan Asset Management has listed its latest ETF product which seeks to generate a consistent annualised income of 7-9 per cent for Australian investors....

Funds management • 1 August 2024

The cancellation of two AFSLs has caused adviser numbers to drop into the red this week after three weeks of growth, but one AFSL has seen a gain of 20....

Financial planning • 1 August 2024

Pinnacle managing director Ian Macoun has shared an update on its newest UK affiliate as he flags how almost three-quarters of FY24 net flows come from international inve...

Funds management • 2 August 2024

The acquisition of Maple-Brown Abbott is expected to be earnings accretive for Antipodes Partners and presents it with complementary asset classes for future growth....

Funds management • 2 August 2024

Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy....

Financial planning • 2 August 2024

Mercer has received a heavy penalty from the Federal Court after making misleading statements about the sustainable nature and characteristics of its Mercer Super Trust i...

Funds management • 2 August 2024

Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants....

Financial planning • 5 August 2024

With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term succe...

Features • 5 August 2024

European asset manager BNP Paribas has confirmed it is in exclusive talks with AXA to acquire its €850bn investment management arm....

Funds management • 5 August 2024

LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...

Financial planning • 5 August 2024

Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....

Financial planning • 5 August 2024

The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years....

Financial planning • 5 August 2024

Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....

Financial planning • 5 August 2024

Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...

Financial planning • 5 August 2024

Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....

Financial planning • 5 August 2024

Wealth management firm Morgan Stanley has told around 15,000 US advisers that they can recommend bitcoin ETFs for certain clients....

Funds management • 6 August 2024

Global X investment strategist Marc Jocum reflects on how ETFs have transformed fixed income, with a next wave of innovation set to drive further change for investors....

Funds management • 6 August 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 20 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