Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term. ...

The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking....

A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago....

Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors. ...

Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee....

Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....

With AFCA urging financial advisers to report instances of misconduct, Assured Support has broken down the red flags to be aware of in your own business....

The Federal Court has made orders freezing the assets of an individual allegedly associated with marketing Shield and First Guardian Master Funds. ...

The FAAA and other industry groups have responded to ASIC’s proposed relief under the reportable situations regime, making several recommendations to reduce “unnecessary ...

ASIC has applied for Falcon Capital to enter liquidation in the Federal Court as it continues its investigation regarding allegations customers were encouraged to roll ov...

AFCA’s Shail Singh has encouraged financial advisers, who are often the first to hear about examples of misconduct, to speak up and report such activity if they seek self...