Following an ASIC investigation, investment manager Brett Trevillian has been charged for forging portfolio performance verification reports that were provided to potent...

AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan....

Despite a push for advice from banks and super funds, high-net-worth individuals favour advice from IFAs and just 10 per cent would want advice from their super fund, acc...

A global survey has found one in four Australians lack the knowledge and skills to make financial decisions, and this is costing the average household over $7,000 each ye...

A partner at an insurance firm has shared his thoughts on the outlook for PI insurance as APRA reveals advisers’ premium have risen more than 40 per cent since 2015....

RBA governor Phil Lowe has made his latest monetary policy decision as he counts down to his departure in mid-September....

The RBA has held rates for a second consecutive month but economists still expect at least one more hike by the end of the year. ...

Wealth management platform provider, Acclaim Wealth, has appointed Terry Constable as its chief executive. ...

The asset manager has announced the appointment of Ashleigh Lane as an institutional sales director in its growing Australian team, effective 1 August 2023. ...

HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser ...

BlackRock and Vanguard have seen their scores slashed by a climate think tank for rolling back on their ESG commitments in light of an anti-ESG trend in the US....

Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its E...

Craig Keary has been appointed chair at a leading digital platform, tasked with overseeing a Series A capital raising program and the opening of its operations in South A...

ASIC has revealed the number of its enforcement outcomes which related to financial advice misconduct in the first half of 2023. ...

The war of words regarding ASIC’s provision of evidence to a Senate inquiry has continued as Labor senator Katy Gallagher appears in the Senate to provide an explanation ...

A lack of sufficient disposable income has caused a downturn in the number of online investors, according to two reports, and firms are being encouraged to find ways to r...

MLC Life Insurance believes life insurers should be able to provide advice under the Quality of Advice Review in the same way as superannuation funds....

Reflecting on GFM Wealth Advisory’s gold anniversary this year, managing partner Paul Nicol shares his insights on what it takes to be a trusted business serving clients ...

In this episode of Relative Return, host Phil Tarrant chats to Andrew Lockhart, managing partner at Metrics Credit Partners, to share his insights on the current state of...

Almost three years after being arrested, a director has pleaded guilty to encouraging investors to roll over their superannuation in SMSFs and lend that money to his two ...