South Australian financial advice firm Calder Wealth Management has announced a strategic partnership with a risk advice firm.
Australian pre-retirees are exhibiting heightened anxiety about their financial future and are seeking greater retirement certainty as a result, Challenger research has uncovered.
Boutique real estate credit manager COI Capital Management has appointed a former private equity head from MLC Asset Management.
CoreData research has highlighted Australian financial advice practices are expanding beyond traditional financial advice and reinforcing the power of a professional network to build their service offering.
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm.
In its latest quarterly update, alternative asset manager MA Financial said it saw a 22 per cent increase in net inflows (ex institutional) to $444 million and is holding onto cash at historically high levels.
First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF structure.
Despite industry criticisms, Financial Services Minister Stephen Jones believes the Labor government has moved the financial advice reform dial forward “significantly” during his term.
The Australian Institute of Company Directors has shared which issues are keeping financial services directors up at night, and how they compare to the sentiment of directors more broadly.
ASIC is seeking to publish firm-level data on the reportable situations and internal dispute resolution regime, in hopes that advice licensees will “lift their game”.
