AFCA sees 26% drop in investment and advice complaints
Investment and advice complaints to AFCA dropped by over a quarter in FY24, but inappropriate advice remains the most prevalent...
Investment and advice complaints to AFCA dropped by over a quarter in FY24, but inappropriate advice remains the most prevalent...
The wealth management sector is bucking the global trend of declining M&A and two industry-specific factors could mean it sees...
The regulator has cancelled the AFSL and credit licence of liquidated Ultiqa Lifestyle Promotions following a $19,000 unpaid AFCA determination...
The financial planning software designed for advisers has rebuilt its platform and brought its development team in-house to better adapt...
Nearly half of financial advisers worldwide view the intergenerational wealth transfer as an existential threat, Natixis Investment Managers finds, as...
In the firm’s financial results for the three months to 30 September, the platform reported quarterly inflows of $139 million...
Court details show the extent of an “advice model” run by United Global Capital that justified its winding up earlier...
Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to...
Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the...
Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services,...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
