In this episode of Relative Return, hosts Charbel Kadib and Laura Dew reflect on the year that was, unpacking major developments across financial markets and the financial services industry over the course of 2023.
ASIC has taken action against an asset manager for alleged greenwashing around false and misleading statements about a carbon emission exclusion screen.
Candidates looking to sit the financial adviser exam next year will have a longer wait as ASIC pushes back the first sitting date in order to make amendments to the exam's delivery and accessibility.
Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network.
The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, according to BT.
Link Group is the target of an acquisition bid by Mitsubishi UFJ Trust and Banking Corporation as the firm seeks greater access to Australia’s superannuation funds.
Philippe Setbon has been named to lead Natixis Investment Managers as its next global chief executive, taking over from outgoing CEO Tim Ryan.
A former Brisbane financial adviser, who was permanently banned by ASIC in April, has appeared in court charged with two counts of providing false or misleading information to the regulator.
Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volatility grow.
2023 has been a year of mergers and acquisitions for licensees as firms take advantage of the improved landscape for financial advisers.
