ASIC is calling on licensees to review their client onboarding practices to avoid vulnerabilities associated with share sale fraud, noting particular concerns in the use ...
Aussie wealth manager Shaw and Partners has made its entry into the New Zealand market with a 75 per cent acquisition of investment firm Investment Services Group....
Equal weighted ETFs are gaining ground with financial advisers, according to AUSIEX, as they believe they can bring balance to client portfolios....
With active players closing funds and struggling to hold their own against passive players, recruiters have debated whether there is still a hiring market out there for a...
Perennial Partners has acquired a majority stake in Melior Investment Management which will see it take over management of the Melior Australian Impact Fund....
With adviser losses set to continue, Wealth Data founder Colin Williams has detailed which business model is likely to drive the exodus. ...
Australians have the second-highest median wealth in the world, beaten only by Luxembourg, as those in the middle bands are experiencing pronounced wealth growth, UBS has...
Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...
The development of semi-liquid private equity funds is providing an easier way for wealth managers to access the asset class, according to a panel, while firms are substa...
Generation Development Group has appointed former Evidentia chief executive Peter Smith as an executive director. ...
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...
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...