Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....
The regulator has convened multiple sitting panels of the FSCP regarding AFSL breach reports which have identified poor superannuation advice from financial advisers....
Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors....
Burgeoning evergreen funds are extending beyond retail investments, according to Hamilton Lane, and could make up 20 per cent of the private markets universe in a decade....
Mid-tier asset managers experiencing profitability pressures are considering the ETF market to take advantage of their demand and boost their inflows, but it is critical ...
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer....
Platinum chief executive Jeff Peters has indicated it is unlikely former co-chief investment officer Clay Smolinski will return to running the firm’s $4.2 billion flagshi...
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA....
Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....
AFCA’s Shail Singh has encouraged financial advisers, who are often the first to hear about examples of misconduct, to speak up and report such activity if they seek self...
ASIC has applied for Falcon Capital to enter liquidation in the Federal Court as it continues its investigation regarding allegations customers were encouraged to roll ov...
Ellerston Capital has changed the name of its Ellerston Asia Growth Fund (Hedge Fund) to a complex ETF. ...
A Sydney fund manager has launched its first active ETF investing in Indian companies on the Cboe Australia Index....
While Betashares and Vanguard collectively account for nearly half of the Australian ETF industry, there is a clear winner in terms of the number of products they have li...
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company....
ASIC is launching a new portal for Australian Financial Services licensees in May to ease the process of applying for a licence. ...
The FAAA and other industry groups have responded to ASIC’s proposed relief under the reportable situations regime, making several recommendations to reduce “unnecessary ...
The Federal Court has made orders freezing the assets of an individual allegedly associated with marketing Shield and First Guardian Master Funds. ...
With AFCA urging financial advisers to report instances of misconduct, Assured Support has broken down the red flags to be aware of in your own business....
Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....
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...