Search Page

Displaying results 180421 - 180440 of 183015

 

A Victorian financial adviser at Financiallink Group, Pamela Anderson, has seen her two-year ban from providing financial services for two years affirmed by the AAT....

Financial planning • 6 December 2023

ETF provider Global X is targeting $10 billion in assets under management by the end of 2025 as it looks to the institutional space for ETF uptake by super funds....

Funds management • 6 December 2023

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony...

Financial planning • 6 December 2023

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia....

Financial planning • 7 December 2023

Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions. ...

People & Products • 7 December 2023

This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advi...

Financial planning • 7 December 2023

Three major changes have been announced in the latest Delivering Better Financial Outcomes reforms regarding how advisers provide and document advice to their clients....

Financial planning • 7 December 2023

Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler document...

Financial planning • 7 December 2023

In this episode of Relative Return, James Harwood, senior portfolio manager at Russell Investments, joins host Phil Tarrant to discuss the burgeoning ETF space and how th...

Editorial • 7 December 2023

While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of t...

Financial planning • 7 December 2023

The Compensation Scheme of Last Resort’s transitional board has appointed its first chief executive alongside a non-executive director in the lead up to its scheduled com...

People & Products • 7 December 2023

The Australian Financial Complaints Authority has welcomed a new member to its independent board as it announces the departure of a founding member. ...

People & Products • 8 December 2023

Perpetual has rejected a $3 billion acquisition bid from Washington H. Soul Pattinson (WHSP) as it announces a strategic review of its company....

Funds management • 8 December 2023

A financial adviser has been banned from giving personal advice to retail clients until 2025 after the FSCP found there is a “real risk of harm” to the public’s confidenc...

Financial planning • 8 December 2023

The Federal Court has penalised ANZ over its breach of continuous disclosure obligations and has warned other institutions could face a penalty as high as $780 million if...

Policy & Regulation • 8 December 2023

APRA has imposed additional licence restrictions on NGS Super, which suffered a cyber attack earlier this year....

Superannuation • 11 December 2023

Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to...

Funds management • 11 December 2023

With Insignia’s sale of Millennium3 expected to see 140 advisers moving over to WT Financial by mid-December, this could cause a shift in which licensee closes out the ye...

Financial planning • 11 December 2023

The financial advice profession should be embracing career changers and mature students, according to two commentators, as well as targeting those new graduates....

Financial planning • 11 December 2023

Platinum Asset Management has confirmed the new successor for co-founder Andrew Clifford to work as chief executive and managing director. ...

Funds management • 11 December 2023
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 1 day ago