There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....
With superannuation funds hopeful of being able to offer advice to its members following the Quality of Advice Review, UniSuper has hired former MLC general manager, Andr...
Former First Sentier Investors chief investment officer, David Dixon, has joined the board of Magllan’s asset management subsidiary....
In an interview with Money Management, outgoing APRA chair, Wayne Byres, has shared his thoughts on superannuation fund consolidation and the potential issue from increas...
Less than 10% of life insurance advice is placed without commission, according to the Financial Services Council, and thousands more of Australians would be able to obtai...
Fortnum Private Wealth has appointed former financial adviser Jason Gapps as practice engagement and growth manager to help the firm grow its relationships with the advic...
A panel of portfolio managers have shared how advisers can adjust model portfolios for the changing environment as current models are unlikely to meet clients’ objectives...
It is crucial to distinguish between short-term events and long-term shifts when it comes to assessing geopolitical risk, according to a panel, as clients raise frequent ...
Funds under management in Milliman’s SmartShield managed accounts have passed $100 million as advisers seek solutions to protect against volatility....
A former AMP planner has shared how he was nearly driven to bankruptcy after the firm devalued his business....
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....
The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....
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...