Net outflows of approximately $1.5 billion have contributed to a 24% fall in the wealth management company’s net profits....
The firm has appointed a head of manager research from Insignia and a head of fixed income to round off its 14-person global investment team....
The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....
The Joint Association Working Group (JAWG) has written an open letter to the financial services minister Stephen Jones stating the QOA must avoid “easy wins”....
A former Perth financial adviser has been sentenced for making unauthorised client transactions and engaging in dishonest conduct....
The corporate regulator has announced an advisory and stockbroking firm has been penalised over $500,000 for failing to comply with trading regulations....
The global fund manager’s operating income has more than halved amid “one of the most challenging investment backdrops in history”....
Crypto asset service providers will be the target of a new triple-pronged Government reform agenda....
The Financial Planning Association of Australia’s (FPA) Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations during its 2022 funding round....
Although an unfavourable outlook for 2023 continues to dampen investor confidence, Talaria Asset Management reveals the types of equities to look out for. ...
AMP has completed the sale and transfer of its international infrastructure equity business to DigitalBridge of $582 million....
J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...
Wealth Data has revealed a “disappointing” double-digit loss in advisers to start February after a positive January....
A 5.8% increase in Australian equities managed by the firm has helped drive a $900 million increase in the group’s total FUM. ...
Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....
There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing consumer comprehension....
The Council of Australian Life Insurers had completed its board make-up with nine representatives from the industry including seven chief executives....
AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....
The central bank is set to lift rates to the highest point in over 10 years, continuing an aggressive tightening cycle which could end sooner than anticipated, according ...
Fund manager GQG Partners has announced its latest funds under management for January, starting off the year with a positive 4.5% uplift....
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...