Improved client education has helped managed accounts to grow to $135.8 billion, according to the Institute of Managed Account Professionals, a rise of 22% in a year....
JANA has appointed Georgina Dudley as its chief executive following the decision by Jim Lamborn to step back from the role after seven years....
One in two employees say they are likely to seek financial advice in the next 12 months, according to AMP, as financial stress has doubled in the past two years....
Financial advisers are planning to increase their technology spend to more than $200,000 annually, according to Investment Trends, thanks to the need for multiple systems...
The Munro Global Growth fund has begun to put cash to work, almost halving its exposure, as it is more optimistic about resilient earnings....
Diverger has withdrawn its bid for Centrepoint Alliance after discussions between the two firms failed to progress....
A former New South Wales financial adviser has been permanently banned by the regulator for engaging in dishonest conduct....
The investment team of Australian Eagle Asset Management will join Montgomery Investment Management in September under a sub-investment manager partnership....
Individual investors in New Zealand are steering clear of investment with higher potential risk/return with only 13% looking to areas such as cryptocurrency....
Investment market volatility saw Suncorp’s investment portfolios report a loss of $190 million in FY22, compared to a $453 million profit in the prior year, while extreme...
After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....
Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....
A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...
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?...