Portfolio manager Jun Bei Liu has offered an optimistic outlook of market conditions, observing how numerous opportunities exist to build a diversified, long-term portfol...
The corporate regulator’s crackdown on SMSF auditor misconduct continued in the third quarter, with ASIC taking action against 11 auditors who were all referred by the Au...
Open to wholesale investors, the fund launch is the first in a diverse portfolio of global private credit investments in development by Pengana, with retail offerings to ...
The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...
A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ...
Financial Services Council chief executive, Blake Briggs, has shed a light on the need for industry body consolidation and how meaningful engagement between groups has br...
Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...
While these fund managers believe the earnings story from AI outside the tech sector is likely to only play out by 2025, here’s how they’re stock-picking in the meantime ...
Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...
Treasurer Jim Chalmers has announced the appointment of a Macquarie Group veteran to the board of Australia’s sovereign wealth fund. ...
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...