Advisers concerned about possible growth in superannuation funds providing financial advice after the Quality of Advice Review could wait longer than expected, according ...
Australians approaching retirement are increasingly interested in using advisers’ services, but it goes beyond just providing financial advice....
Boutique fund manager SG Hiscock is to form a strategic partnership with global asset manager abrdn regarding distribution and management of its Australian equity funds....
Wealth Data has revealed the total number of advisers, and their sectors, who left during 2022. ...
Dimensional Australia, the local arm of global asset management firm Dimensional Fund Advisors, has announced the appointment of a new chief executive....
The investment technology platform welcomes a new head of platform and head of technology....
Victims and survivors of child sexual abuse could be able to access the superannuation of their offender for unpaid compensation, under two Government proposals....
The global asset manager has recorded 4% growth in its total AUM in the three months to 31 December, with positive market movements offsetting subdued inflows and currenc...
After China surprised markets with a sudden re-opening in late 2022, all eyes remain fixed on how this will play out in global and emerging economies....
The $7.5 billion Magellan Global fund is exploring increasing its weighting to China as it believes its re-opening will lead the country to be the story of 2023....
Perpetual has confirmed it has completed the acquisition with Pendal, creating a fund manager with $200 billion in assets under management....
A former tax partner at PricewaterhouseCoopers has been de-registered as a tax agent for integrity breaches after disclosing details of confidential law reforms....
HUB24 has announced the launch of additional ESG ratings functionality on the platform for selected managed funds and over 350 Australian listed securities....
Sequoia has detailed multiple “abnormal items” which have led to the firm cautioning on its short-term performance and considering consolidating its AFS licenses. ...
Former CountPlus chief executive, Matthew Rowe, has taken up a new role as chair of an advisory board....
The ASX-listed asset management firm has announced a number of changes to its board after finalising its acquisition of Pendal Group....
High numbers of clients are seeking one-off advice, according to Adviser Ratings, with some firms opting to choose them over lower-value recurring clients....
Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...
Former Goldman Sachs managing director, Andrew Rennie, would bring his 30 years of experience in financial services to his new role as chairman of the AreaWealth board. ...
The Australian market could see double-digit returns this year compared to a lacklustre 2022, according to Tribeca manager Jun Bei Liu. ...
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...