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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 is launching a new portal for Australian Financial Services licensees in May to ease the process of applying for a licence. ...
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company....
While Betashares and Vanguard collectively account for nearly half of the Australian ETF industry, there is a clear winner in terms of the number of products they have li...
A Sydney fund manager has launched its first active ETF investing in Indian companies on the Cboe Australia Index....
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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...