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Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, a...
INDUSTRY NEWS
Bravura chief executive Andrew Russell has announced he will be stepping down from the company, just under two years after his appointment. ...
INDUSTRY NEWS
Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers than those with older clien...
INDUSTRY NEWS
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...
INDUSTRY NEWS
With the federal election just days away, how have adviser numbers changed over the last three years of the Labor government?...
INDUSTRY NEWS
The Financial Services and Credit Panel has made a decision regarding an adviser who failed to complete their continuing professional development. ...
INDUSTRY NEWS
The newly launched high-net-worth offering, Spectrum, has boosted funds under administration at platform Praemium, rising to $62.3 billion....
INDUSTRY NEWS
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quart...
INDUSTRY NEWS
Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators....
INDUSTRY NEWS
An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Eur...
INDUSTRY NEWS
With cyber security at AFSLs identified as an ASIC enforcement priority, a technology recruiter has shared what these specialists are expecting to earn in the financial s...
INDUSTRY NEWS
As ASIC looks to publish firm-level data on the internal dispute resolution regime, a compliance professional has warned it could have unintended consequences, such as un...
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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...