The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice....
JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec....
Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income....
The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking....
A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago....
Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....
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....
The FAAA and other industry groups have responded to ASIC’s proposed relief under the reportable situations regime, making several recommendations to reduce “unnecessary ...
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....
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...


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...