Pinnacle has announced the retirement of executive director Adrian Whittingham after 15 years, having been a key investor since the firm was in its early stages....
Principal Financial Group, which has over $500 billion in assets under management globally, has rebranded its investment arm to reflect its increasing focus on asset mana...
The Quality of Advice Review could see banks re-enter the advice market if steps are taken to make advice easier to give....
GQG has become the latest fund manager to report a downturn in funds under management as the result of institutional client withdrawals....
New member organisation, the Certified Independent Financial Advisers Association, has announced an arrangement to reduce professional indemnity costs for members....
First Sentier Investors has launched an Australian Small Companies Long Short Opportunities fund for wholesale and retail clients....
The industry has reported one of its largest-ever weekly falls as the number of advisers falls below 16,000 for the first time....
The acquisition of Pendal by Perpetual will bring client and staff attrition risk as it creates a $201 billion fund manager, according to research house IBISWorld, but th...
There is a divide between pre-retirees and retirees when it comes to the types of barriers stopping them from seeking advice, according to FPA research....
How financial advisers should be monitored by superannuation trustees is among issues raised by a regulatory thematic review of outsourcing in super....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...