Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses....

With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Da...

Platinum Asset Management has put its two closed-end funds under strategic review in a bid to reduce the share price discount to pre-tax NTA and maximise shareholder valu...

Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy....

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic....

In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners....

An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC....

ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year....

Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the cur...

The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education....

There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...