GQG Partners’ funds under management have marginally declined to US$105.8 billion at the end of 2023’s third quarter, compared to US$107.4 billion the previous month....
After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth D...
While business plans are a necessity to drive growth and resilience in financial advice firms, only a third of sole practitioners have one, Adviser Ratings reveals. ...
The specialist asset manager has launched the Global Opportunities Fund, following rising local demand from Australian investors for global sustainable investment options...
Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendati...
Following its acquisition of financial advice business Affinia from TAL, Count has welcomed an additional 11 advisers to its network as an Affinia firm joins its AFSL....
Following a 73 per cent pass rate in the August financial adviser exam, the highest since ASIC took over its administration, a high number of new entrants have joined the...
The boutique equity investment manager has announced the launch of a new fund in the small cap space, with high expectations of outperformance ahead. ...
In a new report, Russell Investments has broken down the three types of financial advisers when it comes to financial decision making, disseminating knowledge and advocat...
As Josh Frydenberg is promoted to chair of Goldman Sachs Australia, Money Management explores where four former treasurers are now and how they made the move from politic...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
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...
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...