In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million as adviser outflows lessened. ...
Court details show the extent of an “advice model” run by United Global Capital that justified its winding up earlier this month....
Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that...
Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith and shared details of its two globa...
Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed. ...
Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs....
A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter. ...
Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division with greater cost simplification and ...
Charlie Viola, founder of private wealth brand Viola Private Wealth, is confident he can find the “best of the best” when it comes to clients and advisers....
Former Schroders head of fixed income, Stuart Dear, has taken up a new role at Peak Investment Partners after leaving the asset manager after almost 12 years. ...


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...
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...