Elizabeth Ninness, previously an executive consultant with NAB, will take on the role of chief operating officer at Talaria....
A former Adelaide financial adviser has been sentenced for two counts of falsifying company books, having previously been charged last June. ...
Global advisory business WTW has merged its Asia and Australasia businesses to create one Asia Pacific region, led by Simon Weaver. ...
The rising oil price is unlikely to change Australian Ethical’s view of fossil fuels but the company is not shunning all types of energy exposure....
Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Mapl...
A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry....
With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...
The corporate regulator has confirmed the looming departure of a commissioner, set to join global investment management company Vanguard....
CFA Societies Australia is urging asset managers to adopt its voluntary global ESG disclosure standards in a step towards uniformity and transparency for investors....
Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business....
BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...
The ASX-listed investment and superannuation platform has recorded a 13.6% decline in its net inflows over its latest reporting period. ...
The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners. ...
“Caution remains the watchword” for investors in a rapidly-evolving market environment, according to senior investment managers. ...
The wealth management firm has appointed two senior female advisers to join its 94-person investment advisory team in Australia. ...
Vanguard has significantly increased its expected returns for bond ETFs in 2023 thanks to higher interest rates globally as the asset class sees increased flows....
Cash levels by fund managers have continued to fall, reaching 5.3% in January, while allocations to US equities have “collapsed” to an 18-year low....
Two cybersecurity reports have examined how well small and medium-sized businesses are prepared for cyberthreats, warning unprepared firms could fail to recover from an a...
Assets across emerging markets are set to benefit from a “brighter backdrop” in 2023, building on resilience to global monetary policy tightening, according to BlackRock....
Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...