After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice and what they learnt alo...
The fallout from Dixon Advisory and effect on the professional indemnity insurance market could have been far worse, according to Numerisk’s Richard Silberman, if the pro...
More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago....
Nanuk Asset Management has launched the Nanuk New World Fund (Currency Hedged) Active ETF, driven by adviser demand....
With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months....
After unanimously rejecting its first bid, Platinum Asset Management has entered into a period of due diligence with Regal Partners for the firm to submit a revised bid....
The Financial Advice Association Australia has explored how financial advisers can personalise their service offerings for Millennials, Generation X and Baby Boomers. ...
Financial services firms still face difficulty in conveying trustworthiness to clients, a KPMG report highlights, following the mistrust borne out of the royal commission...
Active equities manager RQI Investors, part of First Sentier, has made a series of promotions within its investment teams. ...
Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....
The Financial Services Council has told a parliamentary committee that a subjective test is needed to demonstrate the sophistication of wholesale investors, whether via a...
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renew...
Regal Partners has reported a 41 per cent growth in funds under management over the September quarter to $17.2 billion, amid its latest bid to acquire Platinum....
Funds under management at Magellan Financial Group grew during September to reach $38 billion, recovering from large outflows in the previous month....
Kaizen Recruitment has examined remuneration trends occurring in the risk and compliance space in its latest salary guide....
A former director of research house Lonsec has joined the board of GDG as a non-executive director....
The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...
Financial stress levels among working Australians has reached its highest point in a decade but few are taking their struggles to a financial adviser, AMP finds. ...
AFCA has told a parliamentary joint committee that it is insufficient for financial advisers to not thoroughly check whether a person qualifies as a wholesale investor gi...
Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of technology, enabling it to achieve scale without hi...
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...