The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system.
Iress has outlined how it will move to a performance-based remuneration model following feedback that its previous structure was not aligned with shareholder returns.
Vanguard research has revealed that Australians who seek advice and have a clear retirement plan have the highest levels of confidence about their future.
The Stockbrokers and Investment Advisers Association has thrown its support behind the experience pathway, arguing its members would rather quit than study for unnecessary financial planning qualifications.
In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the marketing spin surrounding the ESG movement.
Australian equities have fallen dramatically for the second consecutive month at Magellan, falling by 25 per cent in April.
ASIC has outlined the most common mistakes made by funds when creating their target market determinations as well as how many products have been withdrawn from the market for design and distribution issues.
The first person to be convicted of a ‘pump and dump’ scheme, Gabriel Govinda, has been sentenced and fined after pleading guilty to charges of share manipulation and illegal dissemination of information.
As the industry awaits government action on Michelle Levy’s recommendations, one big question looms: Why are so few Australians getting financial advice?
The Quality of Advice Review needs to be enacted “urgently” to allow the industry to rebuild, according to HUB24’s chief executive, Andrew Alcock, as the firm acquires client portal myprosperity.
