Making initial advice tax-deductible would be a “no brainer” move by the Government to encourage people to seek advice, according to adviser Jonathan Wu....
Financial planning remains a male-dominated industry and women are held back by fear from making job moves to senior appointments....
Given the high starting rates, the impact of the Russian/Ukraine war on inflation is being underestimated, according to MFS, and it may be wise for investors to avoid ‘bu...
GQG Partners has seen funds under management fall to US$89.8 billion as the firm updates on its exposure to Russian assets....
A new online investing service has been launched by industry veteran, Simon Wu, to help close the advice gap and enable young people to access professional portfolio mana...
WealthO2 has made five hires to its firm in response to adviser demand following the merger with Roar and NEO earlier this year....
First Sentier Investors has appointed Yoshiki Ueno as deputy chief executive, relocating from New York to the firm’s Sydney headquarters. ...
Superannuation funds have been told they will not face regulatory action if they seek to divest Russian assets, although the closure of the Russian stock market is making...
As assets in environmental, social and governance funds reach $3 billion, the regulator is conducting a review into ‘greenwashing’ in funds. ...
Women are reporting investment communications are ‘complicated’ and ‘intimidating’, according to Fidelity, creating a gap for firms to help them get engaged....
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...