With financial advisers on the government’s skills shortage list this year, could an influx of advisers coming from overseas help to bolster these numbers and how difficu...
WT Financial believes the “supply-demand equation” is weighted firmly in favour of advisers as it reports its net profit after tax more than doubled in FY2022–23....
Former abrdn managing director Brett Jollie has joined the leadership team at specialist investment and wealth management consultancy KONU....
A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....
Helped by the increase in Superannuation Guarantee contributions, Australian Ethical has seen positive inflows of $114 million but suffered significant investment losses....
The former tax partner at PricewaterhouseCoopers who disclosed confidential information has been formally banned for eight years from providing financial services by ASIC...
Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...
Perpetual has ruled out making any further acquisitions while it embeds Pendal, and is seeking at least two board directors as part of a board renewal process....
Global fund managers are expectant of a stockmarket rally at the end of the year, according to October’s fund manager survey from Bank of America. ...
ASIC has updated its reportable situations regime to remove the need for licensees to submit breach notifications for certain misleading or deceptive conduct breaches....
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...
After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....
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...
So we are now underwriting criminal scams?...