Payton Capital has appointed a head of credit to its ranks, representing a key step in its growth strategy as it builds out its private credit platform under HMC Capital....
As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment o...
MA Financial’s AUM surpassed $10 billion in its 2024 full-year results, as the alternative asset manager looks to achieve $15 billion in AUM by the end of next year....
Investment Trends has named HUB24 as the top investment platform in terms of overall functionality for the third year in a row....
Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data....
Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity...
With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores t...
Following ASIC’s report into AFSLs’ adoption of AI last year, two DASH executives have urged financial advice practices to consider AI within their risk governance framew...
With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the latter offers a sweet spot between efficiency and c...
Macquarie Asset Management has unveiled two new fixed income ETFs, strengthening the firm’s global active ETF platform that launched in 2023....
ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....
AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...
A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...
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...