Boutique fund manager and responsible investment specialist Pella Funds Management has expanded its offering by allowing direct access to investors in New Zealand for the...
Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the l...
With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route....
ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his cli...
With increased M&A taking place in financial services, law firm Ashurst is witnessing an increase in expensive reverse break clauses as companies seek to ensure deals pro...
Minister for Financial Services, Stephen Jones, has said it is not a “backdoor attempt” by the government to allow the new class of adviser to provide full advice....
Only 11 per cent of financial advice practices have said they are including crypto products on their approved products lists, according to CoreData....
A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advi...
Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee....
High-net-worth investors, who are “disenfranchised” with the traditional options available to them, are moving into the non-custodial solutions, with advisers citing clie...
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...