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...
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...
ASIC has confirmed it was “unnecessary” for the regulator to intensively interview Dixon Advisory advisers about the problems at the firm....
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....
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....
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...
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....
Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy....
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...
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....
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...
European asset manager BNP Paribas has confirmed it is in exclusive talks with AXA to acquire its €850bn investment management arm....
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...
Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....
The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years....
Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....
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. ...
Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....
Wealth management firm Morgan Stanley has told around 15,000 US advisers that they can recommend bitcoin ETFs for certain clients....
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....
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...