The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their research process.
The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking.
Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors.
Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee.
A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago.
Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities.
With AFCA urging financial advisers to report instances of misconduct, Assured Support has broken down the red flags to be aware of in your own business.
The FAAA and other industry groups have responded to ASIC’s proposed relief under the reportable situations regime, making several recommendations to reduce “unnecessary regulatory burden”.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
ASIC is launching a new portal for Australian Financial Services licensees in May to ease the process of applying for a licence.
