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INDUSTRY NEWS
Two advice platforms have been identified by Adviser Ratings as standouts for efficiency as time-pressured advisers become evermore fickle in their platform selection. ...
INDUSTRY NEWS
Private wealth manager Escala Partners has increased its alternatives allocations to more than a third in the past three years, describing the asset class as offering “fe...
INDUSTRY NEWS
The Financial Services Council has recommended implementing a per capita limit per annum for financial advisers when it comes to the CSLR levy to allow them to expand the...
INDUSTRY NEWS
DASH Technology Group has seen a 49 per cent uplift in its carrying value and is completing a new capital raising, having already received $30 million from growth investo...
INDUSTRY NEWS
At the halfway point of the year, consolidation pressures continue to drive financial services M&A with three areas identified as targets for asset and wealth managers, a...
INDUSTRY NEWS
With advisers expressing a reluctance to invest in cryptocurrency, advised clients are tending to have a smaller allocation to the asset than their unadvised peers. ...
INDUSTRY NEWS
After surviving significant evolutions of the Australian financial advice industry, The Advisers Association is now celebrating a century of advocating for advisers....
INDUSTRY NEWS
ASIC is calling on licensees to review their client onboarding practices to avoid vulnerabilities associated with share sale fraud, noting particular concerns in the use ...
INDUSTRY NEWS
Aussie wealth manager Shaw and Partners has made its entry into the New Zealand market with a 75 per cent acquisition of investment firm Investment Services Group....
INDUSTRY NEWS
A panel of advisers have argued charging fees accordingly is a top priority for the industry, but Peloton Partners has found firms are reluctant to increase them until th...
INDUSTRY NEWS
Equal weighted ETFs are gaining ground with financial advisers, according to AUSIEX, as they believe they can bring balance to client portfolios....
INDUSTRY NEWS
Financial services software and technology provider Fin365 has appointed a new executive chairman to the board to support the firm’s strategic growth plans....
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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...