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Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....
Magellan Financial Group has seen funds under management decline in September, with a 17 per cent loss seen in the global equities division. ...
Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...
GQG Partners’ funds under management have marginally declined to US$105.8 billion at the end of 2023’s third quarter, compared to US$107.4 billion the previous month....
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....
In this week’s episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Aus...
After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth D...
A Queensland financial adviser has detailed how the latest ASIC levy increase has caused him to double the ongoing advice fee for his clients to meet the cost....
While business plans are a necessity to drive growth and resilience in financial advice firms, only a third of sole practitioners have one, Adviser Ratings reveals. ...
Treasurer Jim Chalmers has announced the appointment of a Macquarie Group veteran to the board of Australia’s sovereign wealth fund. ...
The specialist asset manager has launched the Global Opportunities Fund, following rising local demand from Australian investors for global sustainable investment options...
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...
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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...