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The financial services software firm has confirmed the finalised sale of its superannuation business to Apex Group as it increases focus on other key functions within the...
Ironbark Investment Partners has acquired a Sydney-based family office business as it looks to double down on the delivery of high-net-worth advice....
Two-thirds of Australians would like to see legislative change to enhance the accessibility of financial advice, according to CFS, with those aged 40–49 being the most ea...
Wealth manager LGT Crestone has successfully completed its acquisition of Commonwealth Bank’s high-net-worth financial advisory business, bringing across some $5 billion ...
Apostle Funds Management has announced a partnership with a US-based investment manager as well as appointed Adam Camillo as its new chief operating officer. ...
The corporate regulator has uncovered widespread failings in the compliance frameworks of responsible entities overseeing nearly $1 trillion in managed funds, warning tha...
Three Aussie fund managers have shared why they opted to expand their distribution to New Zealand, with adviser engagement rather than platforms crucial to achieving succ...
The latest episode of Relative Return sees host Laura Dew chat with Brian Jones, founder of outsourcing company VA Platinum, on why choosing to outsource certain function...
GSFM is to launch two multimanager private markets funds in the fourth quarter of 2025, described as a “one-stop solution” for retail and wholesale investors....
High-performing advice firms in Australia have a strong client conversion rate, according to Dimensional, and work quicker than global peers to onboard them and begin gen...
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....
Attempts to simplify advice documentation are unlikely to succeed unless advisers are confident they can produce shorter documents without fear of regulatory penalisation...
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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...