Count has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community. ...
The firm has applied to trademark a product called IndexGPT that will use artificial intelligence towards selecting investments for customers. ...
Investment managers are too often tempted by the very best ESG firms, looking past other companies where engagement could really make a difference, according to the firm...
Around a quarter of the population would benefit from advice via commission compared to fee-based advice, particularly younger investors, according to Franklin Templeton’...
Reflecting on his 30-year career, GQG chairman Rajiv Jain has stressed the importance of avoiding a dogmatic approach to allocations and why technology stocks aren’t nece...
Acting platforms distribution head, Jason Brown, has been formally tapped to lead BT Panorama’s 70-person strong distribution team. ...
Kelly Power, chief executive of Colonial First State Superannuation, has been appointed to the Financial Services Council board....
Blackwattle Investments Partners, a new diversified fund manager, has commenced operations and will launch its first four investment portfolios from July 2023. ...
The new fund will invest in a diversified portfolio of some 25–70 Australian small-cap companies believed by the asset manager to be undervalued....
Laura Mitchell has exited abrdn after more than 12 years, moving over to Atrium as sales manager. ...
Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...
Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...
ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...
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...