There are two areas where Minister for Financial Services, Stephen Jones, has the power to change CSLR without the need for law changes.
A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data.
State Street Global Advisors’ research reveals a notable rise in Australian investors’ awareness and satisfaction with model portfolios, highlighting benefits such as lower fees, closer portfolio monitoring, and greater adviser involvement.
National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through its professional year program.
NRL legend and four-time premiership winner, Cooper Cronk, has signed on at Viola Private Wealth as a brand ambassador as the firm targets individuals with niche careers who require bespoke advice.
First Sentier Investors has inked a new mandate with fund administration service Northern Trust, extending a 19-year relationship into the Australian market.
The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability.
In this special episode of Relative Return Unplugged, we are sharing a discussion between Momentum Media’s Steve
Experienced quantitative researcher Warwick Schneller has taken up a new role, joining Scientific Beta as head of investment solutions, Australia and New Zealand.
The proportion of candidates passing the advice exam in 2024 has risen by more than a third, but a notable gap exists between those who have qualified and those who are actively practicing, according to Wealth Data.
