Equity Trustees has partnered with two alternative fund managers as the responsible entity for their latest fund launches. ...
Platinum Asset Management has announced an easing of the outflows experienced in 2024, reporting its smallest outflows in 18 months....
The Financial Services and Credit Panel has cancelled the registration of an NSW adviser for two years as it felt he displayed a ‘level of incompetence’ in providing advi...
Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country...
As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, t...
With private equity players taking an interest in acquiring Australian financial planning businesses, what are these firms prioritising when evaluating a potential target...
The ETF provider has launched its latest product providing investors with exposure to 2,000 small-cap stocks listed in the US, which are positioned to “benefit significan...
JPMAM has appointed an Australian HNW client adviser to drive the momentum of its HNW channel, who previously served as Netwealth’s head of investment solutions. ...
January saw $4.6 billion in inflows into ETFs, according to Betashares, with four Australian funds seeing the largest monthly inflows. ...
Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP....
Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...
Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings. ...
Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct....
As financial advice continues to be a major target for M&A, intelliflo has encouraged practices to improve their processes and data management before prospective buyers c...
The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...
The global asset manager’s latest ETF has launched in response to rising adviser and investor demand for actively managed fixed income products....
Rather than competing on fees, platforms are aiming to stand out by helping advisers achieve scale and efficiency in their practices, offering an even greater range of se...
Clime Investment Management has appointed two to its operations team, focusing on managed funds, as it continues its cost-cutting process....
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, break down the economic landscape ahead o...
Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back 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...