The super and investment fund has added a spot bitcoin ETF from BlackRock to the CFS Edge platform, allowing advisers access to crypto assets....
Two of Australia’s largest financial advice licensees, Count Financial and AMP Group, have each lost five advisers this week, while Sequoia has “bounced back” after recen...
Fortnum Private Wealth CEO, Neil Younger, says scale is becoming a necessity rather than a benefit for financial advice licensees as it focuses on organic growth via lice...
Ahead of the Responsible Investment Association Australia annual conference in May, Zenith Investment Partners' Dugald Higgins shares his thoughts on the evolving sector ...
Schroders Australia, ClearBridge and GAM have all made new hires in their distribution teams, focusing on wealth and financial advisers. ...
Advised money is the largest source of net ETF flows this year to date, according to Betashares’ estimates, underlining significant adviser demand for these solutions. ...
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Riley James, founder and chief executive of fintech SuperAPI, about creating a superannuation ...
The Federal Court has issued a seven-figure penalty against Lanterne Fund Services, a wholesale licensee which operated as a ‘licensee for hire’. ...
Insignia Financial’s chief risk officer sheds light why the “multidimensional” risks of operating a financial advice licensee requires a holistic and curious approach....
The top salaries for financial advisers have risen by more than a third in the past year in one state, according to recruitment firm Robert Walters....
JP Morgan Chase chief executive, Jamie Dimon, has stated it aims to eliminate the usage of proxy advisers by the end of 2024 in its asset management arm as he believes it...
Findex has announced private equity firm Mercury Capital will acquire a 40 per cent stake in the company from KKR as it seeks to triple in size in the next five years....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...