Former chief executive of the Financial Planning Association of Australia, Dante De Gori, has taken up a new position. ...
It is important to consider geopolitics within ESG but fund managers should be wary of letting their views be too swayed by politics, according to Stewart Investors, Davi...
David Evans, founder of Evans & Partners, will step down as executive chairman later this year but will contribute to the firm’s strategic direction as non-executive chai...
GQG has seen funds under management fall in April, falling from US$92.9 billion (AU$130.4 billion) to US$90.4 billion over the month....
RI Advice may have avoided a penalty for its breach of cybersecurity risks but future breaches could incur a penalty as high as $525 million, according to the regulator....
There is huge disparity between property sectors as the world comes out of the pandemic and Australians may be disadvantaged by the ASX’s weighting to retail commercial p...
The number of buyers for financial planning firms is at record highs but sellers should be aware it can take up to three years for them to fully exit a business. ...
Forager is disappointed by the sale of Twitter to Tesla founder Elon Musk as it believes the company is more valuable than Musk’s purchase price and has not reached its f...
Funds under management at Magellan have fallen to $68.6 billion in April although there was a slight uptick in its infrastructure division....
MLC Life Insurance has partnered with Insignia Financial to launch a digital option for members to lodge and track their claim. ...
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...