ClearView has said it expects to completely exit wealth management by the third quarter of FY25....
A wide range of strategic priorities are set to fall under the corporate regulator’s enforcement spotlight in the next 12 months, including the risk management and data s...
The majority of financial advice practices enjoying revenue growth are putting this towards growing their adviser teams, according to new research....
The migration of the MLC platform to Expand caused disruption in platform flows for Insignia in FY24 as advisers “lost patience” with delays, while the firm flagged its r...
Prime Financial Group has announced its FY24 results in what proved to be an “inflection point” for the firm, with further M&A activity and growth in the alternatives mar...
Pacific Current noted FY24 was a “transformational year” as it made multiple divestments to create a lower cost structure for the business....
The launch of a new UK affiliate by Pinnacle Investment Management has hit a snag as delays mean Ironbark has pulled a planned $3 billion mandate from the firm. ...
There is a role for advisers to play in helping pre-retirees understand lifetime income solutions as clients say they lack comprehension of the products’ structure....
With research houses raising concerns about the suitability of private credit funds for retail clients, a fund manager has acknowledged greater transparency is needed to ...
Centrepoint Alliance chief executive John Shuttleworth foresees a “lucrative recruitment market” in the advice space in the next 12–18 months which will provide a tailwin...
A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....
GQG Partners' chief executive Tim Carver has identified how private credit is a “sunrise” part of the asset management industry as it sets up its own private credit solut...
Global asset manager Natixis Investment Managers has appointed a distribution director for private wealth across southern Australia from Pengana Capital Group....
Regal Partners CEO Brendan O’Connor says the firm is “match-fit” for future acquisitions as the firm reports a net profit after tax increase of 349 per cent in 1H24. ...
Acting Pacific Current chief executive Michael Clarke has denied the firm is on a wind-up path after multiple divestments but says there will likely be further actions to...
The wealth management platform has released its FY24 results and is planning to capture platform migration occurring among financial advisers to drive future growth. ...
State Street Global Advisors has taken a 5 per cent strategic stake in Raiz Invest, deepening its existing relationship with the Australian fintech platform....
Publisher and entrepreneur Greg Bright, the visionary founder of Momentum Media brands InvestorDaily, ifa, Money Management, and Super Review, has passed away at the age ...
Two former United Global Capital advisers, which entered into liquidation earlier this month, have commenced at a new licensee, while overall adviser numbers have fallen ...
BlackRock Australia has announced it intends to expand its fixed income and cash ETF range with a new launch for Australian advisers and investors following client demand...
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...