Wealth02 has merged with two software specialists to create a firm which can provide solutions throughout the adviser experience rather than be a product-style platform....
Kaplan has launched a short course specialising in trauma and mental health, suitable for client-facing roles such as financial advisers and stockbrokers....
The number of intermediaries using Netwealth has risen by 9.1% as it plans upgrades to better service the affluent and high-net-worth markets....
4D Infrastructure has appointed Matt Dell to the newly-created role of investment specialist, focusing on the firm’s marketing and distribution efforts....
Fund selectors globally are expecting to see long-term returns of 7.8%, far less than the 14.5% that clients are expecting to see, as they foresee a difficult market envi...
Advisers feel cautious about implementing digital advice, according to abrdn, as they are unclear on whether it would qualify for them to meet all their regulatory requir...
BT has seen strong growth in its managed account solutions, particularly in the sustainability space, as it sets the goal to be the leader in the platform market....
Market volatility has led to the Australian exchange traded fund industry starting 2022 negatively with losses of $5 billion during January....
The corporate regulator has shut down the idea of an external advisory board including financial advisers and consumer groups as it feels there would be limited value....
ASIC has acknowledged criticism that it failed to do enough to stop the failure of Sterling and said it will be testing its intervention powers in the future under the De...
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...