Financial advisers are being urged to expand their skills with specialist SMSF training as the volume of assets held in SMSFs reaches $876 billion....
According to the former AFA submission to the Senate Economics Committee’s investigation into ASIC, there are “significant differences” in the treatment of misconduct in...
New Vanguard analysis has uncovered that the majority of women are less optimistic about their financial decision-making than their male counterparts, especially relating...
With business revenue growing 17 per cent to $74.3 million, Praemium believes 2023 has seen key strategic decisions, such as divesting its international operations, pay o...
The appeals tribunal has granted a temporary stay order to a Queensland director who was banned by ASIC in March for failing to meet fit and proper person requirements. ...
A suburb in Victoria has been crowned as the top suburb by opportunity for financial advisers, according to data from Adviser Ratings....
Following a successful pilot phase, the firm has partnered with three businesses to create an integrated paraplanning solution for advisers....
With prominent contributions by Woodside and Westpac in a seasonally quiet quarter, Australian dividends reached $13.1 billion in Q2 2023, according to the Janus Henderso...
With 101 net new advisers and a 17 per cent rise in adjusted segment revenue to $18.1 million, Count Limited has reported a strong performance from its wealth segment in ...
In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Gary Monaghan, investment director for Asian equities at Fidelity, about opportunities in Asia an...
APRA has announced 96 trustee directed products and one MySuper product failed to meet the benchmark of its 2023 superannuation performance test....
In a shifting landscape that includes limited advice models and a growing number of micro-AFSLs, business development managers face new challenges in connecting with advi...
Zenith has identified various asset managers which have performed strongly and those which have struggled in the second quarter of this year....
Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....
The firm has announced a 55.6 per cent drop in EBITDA to $5.5 million, but remains determined in its strategic growth ambitions, with further acquisitions likely heading ...
The government has released further exposure draft legislation on the proposed objective of superannuation, reflecting feedback received from its first consultation earli...
The global investment manager has added three new options to its range of sustainable managed portfolios as the adviser demand for sustainable investment products grows....
The financial advice dealer group is in the process of liquidation and deregistration, Sequoia has confirmed, as the parent company seeks to achieve operational and cost ...
While some fund managers overstate their ESG credentials and others remove their sustainable outcomes entirely, it is transparent communication that will be critical to a...
Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change....
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...