Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector....
As fund managers look to enhance efficiencies and reduce operating expenses amid active underperformance, former abrdn managing director Brett Jollie shares how to succes...
The Rask Group, in partnership with InvestSMART’s new investment platform, has announced three ETF strategies, aimed at empowering financial advisers to create and manage...
Preqin, an alternative assets data provider, has developed a range of ESG fund performance benchmarks to provide advisers with greater transparency of the alternatives sp...
Two of Australia’s largest financial advice licensees, Count Financial and AMP Group, have each lost five advisers this week, while Sequoia has “bounced back” after recen...
Fortnum Private Wealth CEO, Neil Younger, says scale is becoming a necessity rather than a benefit for financial advice licensees as it focuses on organic growth via lice...
Advised money is the largest source of net ETF flows this year to date, according to Betashares’ estimates, underlining significant adviser demand for these solutions. ...
Insignia Financial’s chief risk officer sheds light why the “multidimensional” risks of operating a financial advice licensee requires a holistic and curious approach....
While fixed income ETFs have lagged behind their equity counterparts, outgoing Vanguard chief executive Tim Buckley expects the asset class to underpin ETF growth in the ...
Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...
A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...
Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...
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...