Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due c...
Money Management compiles ASIC’s enforcement action against financial advisers and licensees during the third quarter of 2024, including sentencing, bannings and FSCP act...
Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, alongside several financial adviser appointm...
Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....
InvestSMART has announced a partnership with online platform Market Matters to launch a new investment offering with four diversified portfolios....
A financial adviser has outlined how forming relationships in the workplace could help women progress in their careers....
Almost all financial advisers are using ETFs in their client portfolios, up from 87 per cent in 2020, according to VanEck....
The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors....
Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional year....
AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level” through further M...
GSFM and Australian Ethical have both made changes to their boards which will take effect this month....
Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers to offer greater visibility of the...
An array of exchange-traded funds were launched over the past three months, including new products from Global X, Betashares and BlackRock....
Less than a third of Australians feel prepared to make effective financial decisions, according to new MLC research, underscoring the peace of mind that advisers bring to...
The AFSL of a Victorian firm authorised to provide financial product advice has been cancelled as the business is being wound up, and the firm is the subject of an ASIC i...
The Financial Advice Association Australia has revealed a significant 94 per cent of advised clients trust their adviser to act in their best interests, marking an all-ti...
In a “higher for longer” interest rate environment, it’s important to find quality income while avoiding adding risk. Here’s how to do it.In a “higher for longer” interes...
Listed investment company MFF Capital Investments has announced its intention to acquire Montaka Global Investments. ...
Magellan has appointed a deputy portfolio manager to work on its $705 million Airlie Australian Share Fund. ...
Stantins Financial Services, a Melbourne-based wealth management and consulting firm, has moved under AMP’s AFSL to help drive growth in the business....
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...