The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability....

National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through it...

NRL legend and four-time premiership winner, Cooper Cronk, has signed on at Viola Private Wealth as a brand ambassador as the firm targets individuals with niche careers ...

State Street Global Advisors’ research reveals a notable rise in Australian investors’ awareness and satisfaction with model portfolios, highlighting benefits such as low...

First Sentier Investors has inked a new mandate with fund administration service Northern Trust, extending a 19-year relationship into the Australian market....

A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data....

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

November proved to be a standout month for international equities, with these ETFs witnessing nearly double the flows of the next closest category....

Income Asset Management has hired former ASIC commissioner Danielle Press to its board as a non-executive director as it launches corporate bond ETFs....

A legal expert has flagged there is growing tension in the industry as ASIC considers naming licensees in its breach reports, with such a move potentially deterring proac...

Betashares is to close three managed funds and three ETFs after they failed to secure sufficient assets. ...

The corporate regulator has cancelled two AFSLs, one against a Western Australia financial advice firm and one against an individual. ...

The FSCP has issued its second written reprimand this week against an adviser who provided incorrect advice to clients regarding the non-concessional cap....

The potential $2.7 billion bid for Insignia from US private equity player Bain Capital could be hard for shareholders to resist and would “open the floodgates” for US fir...

Ares Management has announced a new offering aimed at providing Australian wholesale clients, investors access to its private equity investment strategies, anchored in se...

Kanish Chugh, former head of distribution at Global X, has taken up a role in the global wealth management team at PIMCO....

Former Magellan managers Kris Webster and Michael Poulsen have shared their learnings from setting up and running their own boutique fund manager Canopy Investors this ye...

ASIC has announced its finalised industry funding levy, detailing how much licensees will have to pay for the 2023-24 financial year and how it compares to original estim...

E&P Financial Group has announced director Tony Johnson will move into a non-executive capacity next year, meaning chief executive Ben Keeble will be the only executive r...

Global real asset manager CapitaLand Investment has announced a key acquisition from Wingate as part of its growth strategy in Australia....