TAL has launched a new course focused on training advisers to better support clients’ mental health and those experiencing vulnerability. ...
IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....
Domestic underperformance in the office sector means Australian property investors are turning their gaze towards global alternative real estate opportunities, portfolio ...
The firm’s licensee services business was a “standout” despite weaker results in FY23, says CEO Garry Crole, with attracting existing advisers a key focus in this financi...
The global asset manager has extended its financial services licence to include retail investors, representing the next stage of its expansion in the Australian market. ...
While some fund managers overstate their ESG credentials and others remove their sustainable outcomes entirely, it is transparent communication that will be critical to a...
The global investment manager has added three new options to its range of sustainable managed portfolios as the adviser demand for sustainable investment products grows....
The firm has announced a 55.6 per cent drop in EBITDA to $5.5 million, but remains determined in its strategic growth ambitions, with further acquisitions likely heading ...
Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....
Zenith has identified various asset managers which have performed strongly and those which have struggled in the second quarter of this year....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
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...