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Digital personal advice can be achieved through flexibility that can adapt to a client’s ever-changing situation....
The findings of a breach in the Corporations Act in the bid to acquire the PM Capital Asian Opportunities fund are a “slap in the face”, according to rival bidder Wilson ...
As data increasingly factors into the profits that can be made by fund managers, smaller players will need to make the difficult decision of staking out a niche data stra...
The launch of a responsible entity service has helped K2 Asset Management in FY21 and the firm expects to work with additional managers in the future to launch exchange t...
Cyber risk has been seen as the top threat by financial markets, while inflation and climate change were identified as growing risks, according to data....
The prospect of regulatory changes is impacting peace of mind for many Australians either heading towards or in retirement, according to Investment Trends....
Financial advisers over 60 who are deemed exceptional should be grandfathered with specific disciplines before the education requirements deadline of 2026, an adviser bel...
While it is clear many advisers are experiencing “change fatigue” from years of regulatory change, it is also driving collaboration across the industry which will continu...
The battle between PM Capital and Wilson Asset Management over the PM Capital Asian Opportunities fund has taken another turn after the Australian Government Takeover Pan...
Self-licensees pursuing growth opportunities are driving My Dealer Services’ facility which offers platform for advice buyers and sellers....
Australian Eagle Asset Management prefers to “focus on facts rather than the story” and believes too many meetings with company management can leave investors swayed by m...
Magellan Asset Management’s chief executive, Dr Brett Cairns, has stepped down from his role for personal reasons and Kirsten Morton has been appointed as interim CEO....
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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...
So we are now underwriting criminal scams?...