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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....
The corporate regulator has found firms in financial markets have continued to show resiliency to cyber threats during the pandemic but a reallocation of resources has le...
Partners Wealth Group has launched Partners Private which will offer bespoke investment opportunities for high-net-worth clients....
Crescent Group has appointed Sayd Farook as its new head of strategy to lead the Islamic-compliant investing firm’s ‘$5 billion in five-years’ growth plan....
Robeco Australia has launched an index equity fund which aims to offer investors a sustainable alternative to passive investments while providing alpha in developed marke...
The changes in advice-led business model are forcing asset managers to respond to a growing direct market....
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MARKET INSIGHTS
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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?...