The forecast pass rate for the last two exams only stands at 50% as the majority will be re-sitting, according to Wealth Data....
Sustainability expertise is one of the most currently sought-after skills in core investment roles, according to CFA Institute....
AZ Next Generation Advisory has announced the acquisition of RI Newcastle and Lower Hunter in the New South Wales Hunter Region....
Brett Morgan will succeed Melos Sulicich as chief executive and managing director, with a fixed remuneration of over $600,000 a year....
Ignition has announced it has appointed Andrew Baker into the newly-created role, providing guidance for the firm’s Asia Pacific business strategy....
Almost all adviser groups experienced adviser losses in 2021 except small self-licensed advisers which has been the “one area of growth”, according to Wealth Data....
One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services....
CPA Australia and Chartered Accountants Australia and New Zealand (CA ANZ), have joined 10 global and national accounting bodies to commit to net zero greenhouse gas emis...
TAL has launched additional mental health insights to support licensees and financial advisers to manage their mental health. ...
MISSO Wealth Management has announced it will join Focus Partner firm Connectus Wealth Advisers, continuing Connectus’ momentum and the expansion of its ultra-high net wo...
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
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...