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The Melbourne-based advisory business has joined Count’s AFSL network, following its acquisition of financial advice firm Affinia from TAL....
The investment manager is set to take over the management of the $90 million Watermark Absolute Return equities fund, transitioning it to an ASX long-short small cap prod...
Former abrdn managing director Brett Jollie has joined the leadership team at specialist investment and wealth management consultancy KONU....
Recent trends suggest a sharp rise in investors’ appetite to cash, including a surge towards cash ETFs. However, JPMAM maintains it is likely to underperform equities and...
A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....
Advice licensees are opening faster than they are closing, and licensee owners with less than 20 advisers have grown by over 200 since the start of the year, new figures ...
With Insignia Financial chief executive Renato Mota announcing he will depart in February 2024, Money Management takes a look at his five years in the leading role. ...
Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion....
A former super executive has set up a retirement coaching program, warning Australia’s ageing population might be overlooking important considerations as they step into t...
Helped by the increase in Superannuation Guarantee contributions, Australian Ethical has seen positive inflows of $114 million but suffered significant investment losses....
The former tax partner at PricewaterhouseCoopers who disclosed confidential information has been formally banned for eight years from providing financial services by ASIC...
The corporate regulator has taken ‘ASX Wolf’ Tyson Scholz to the Federal Court with a creditor’s petition after he failed to pay more than $450,000 owed to ASIC. ...
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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...