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Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...
INDUSTRY NEWS
ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying no...
INDUSTRY NEWS
Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years....
INDUSTRY NEWS
AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement. ...
INDUSTRY NEWS
LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability....
INDUSTRY NEWS
Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard. ...
INDUSTRY NEWS
Insignia Financial intends to be the leading wealth manager by 2030 as it moves away from acquisitions to achieve $200 million in cost savings per annum over the next fiv...
INDUSTRY NEWS
Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. ...
INDUSTRY NEWS
Thematic ETFs are beginning to gain ground among advisers seeking to enhance portfolio diversification and tap into specific growth themes, according to leading ETF provi...
INDUSTRY NEWS
AMP has announced three senior appointments in its North leadership team to drive forward its strategy and transformation plans. ...
INDUSTRY NEWS
Just one of the nearly 50 systemic issues reported by AFCA to regulators in the second half of FY24 related to investments and advice, a report has uncovered....
INDUSTRY NEWS
Two Sydney-based financial advice firms are set to join forces to create a “stronger, more resilient” advice offering with a combined AUM of $1.3 billion....
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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...