Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...
Insight Investment Consultants has rebranded as it launches a new research ratings service, led by a former Morningstar director with feedback from financial advisers and...
The merger between Count and Diverger, first announced in September, has completed to create Australia’s second-largest licensee with over 550 advisers. ...
All eyes are now on ASIC as licensees await how the regulator will use the internal dispute resolution regime data submitted as the deadline is reached....
Asset manager Platinum has announced to the ASX that a “turnaround is required and underway” as it battles with net outflows and declining revenue. ...
The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looki...
Nominations and submissions have opened for the individual categories at the 36th annual Fund Manager of the Year Awards....
Perpetual chief executive, Rob Adams, has refuted comments that the acquisition of Pendal has been a failure as the business reports $4.3 billion in outflows in the first...
As NextGen sees its Australian financial services licence cancelled by ASIC, Money Management tracks how an AFCA complaint led to the firm falling into liquidation. ...
The restructure of abrdn’s Australian operations has been cited as a measure by the asset manager which enabled it to cut $198 million from its investment business, leadi...
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 ...
Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...
Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....
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...