National advice firm Invest Blue has featured in this year’s Great Place to Work report, particularly for its nine-day fortnight initiative....
Stockspot analysis has named the top 10 suburbs across Australia that have the highest proportion of sustainable investors, largely dominated by one state in particular....
Perth advisory firm Capital Partners Private Wealth Advisers has announced a new managing director to take over from David Andrew as he steps down after 25 years....
GQG Partners has reported a decrease in its funds under management as at 31 October, its first fall since October last year....
ASIC leadership has waded into the political debate about Qantas flight upgrades, confirming its executives hold membership of the Chairman’s Lounge but denying it affect...
Praemium has updated on the progress of its integration with platform OneVue, which it acquired from Iress earlier this year. ...
Betashares’ latest fund will seek to invest fully in an ethically screened portfolio of Australian corporate and government bonds....
In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive deep into the recent US election results and what they mean f...
The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data, while AMP Group reports losses as several advisers open thei...
Perpetual has announced new global leadership appointments to its asset management division, including a hire from State Street Global Advisors, as it prepares to separat...
PM Capital has tapped experienced executive Ben Warnes for the role as it seeks to bolster its strategic sales capabilities....
Platinum Asset Management has announced its funds under management fell during October, a return to outflows after a gain in the previous month. ...
Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program....
Challenger has promoted Marco Barchmann as its new co-head of investment solutions as the firm identifies funds management as one of its core strengths....
Financial advice and its associated technology have been identified by industry experts as key hotspots in the Australian M&A landscape. ...
ASIC commissioner Alan Kirkland has described the problem of telemarketers encouraging people to switch their super as “the worst behaviour”, and one where the regulator ...
Fund manager Payton Capital, which was acquired by HMC Capital in July, has opened a new office in Western Australia and a second office in Queensland to boost its AUM....
In a time of constant adviser movements, one licensee has managed to stay “steady on their skates” over the years to sit jointly with AMP Financial Planning in having the...
Real Asset Management has appointed James Chapman from Aura Funds as a portfolio manager on its private credit funds. ...
PGIM, the global asset management arm of Prudential Financial, has appointed a new president and chief executive as it embarks on a new chapter of growth....
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...