News

Former Sydney adviser sentenced for dishonest conduct

Former Sydney financial adviser, David Valvo, has been sentenced in court after pleading guilty to dishonest conduct....

Financial planning

Over 4,000 advisers cutting it close for education deadline

Time is “rapidly running out” for a critical group of 4,100 advisers if they wish to meet the deadline for their education requirements, according to Adviser Ratings. ...

Financial planning

Viola’s Mann shares family office learnings for HNWs

Viola Private Wealth’s latest hire, Angus Mann, details how he is harnessing his family office experience at Mutual Trust to help the firm meet the needs of its HNW clien...

Financial planning

Bravura climbs to ‘top of the tree’ on digital advice

Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP....

Funds management

ETFs buck January lull with $4.6bn inflows

January saw $4.6 billion in inflows into ETFs, according to Betashares, with four Australian funds seeing the largest monthly inflows. ...

Funds management

JPMAM hires former Netwealth investment solutions head

JPMAM has appointed an Australian HNW client adviser to drive the momentum of its HNW channel, who previously served as Netwealth’s head of investment solutions. ...

Funds management

Global X brings US small caps ETF to market

The ETF provider has launched its latest product providing investors with exposure to 2,000 small-cap stocks listed in the US, which are positioned to “benefit significan...

Expert Analysis

A private equity perspective on navigating M&A due diligence

With private equity players taking an interest in acquiring Australian financial planning businesses, what are these firms prioritising when evaluating a potential target...

Financial planning

Finance workers fear job security amid AI push

As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, t...

Financial planning

Link Wealth grows national presence with Hobart acquisition

Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country...

Financial planning

NSW adviser’s ‘incompetence’ leads to FSCP action

The Financial Services and Credit Panel has cancelled the registration of an NSW adviser for two years as it felt he displayed a ‘level of incompetence’ in providing advi...