TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA....
Platinum chief executive Jeff Peters has indicated it is unlikely former co-chief investment officer Clay Smolinski will return to running the firm’s $4.2 billion flagshi...
Mid-tier asset managers experiencing profitability pressures are considering the ETF market to take advantage of their demand and boost their inflows, but it is critical ...
Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors....
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....
A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends....
One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...
Principal Asset Management has appointed a global head of real estate research and strategy. ...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
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...