Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....
The central bank has announced its latest rate decision amid sticky inflation and ongoing geopolitical tension, including uncertainty in the eurozone....
As AFSLs cite cyber security as their biggest compliance fear, a law firm has shared four steps that listed businesses need to take if they suffer a breach....
The global asset manager has partnered with a financial technology platform to offer wholesale investors greater access to private equity markets....
The asset manager has expanded its iShares product suite with the launch of a new ETF, providing exposure to long-duration Australian Treasury and semi-government bonds....
There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....
There are compelling tailwinds driving global small-cap stocks at the moment, which present an opportunity for Australian investors. However, many portfolios may not be a...
Australian bond ETFs saw monthly inflows triple in May to reach $324 million, according to Betashares....
Fixed income has the second-lowest percentage of female portfolio management appointments, according to a diversity report from Future IM/Pact. ...
The latest Bank of America Global Fund Manager Survey has found investors are the most bullish they have been since November 2021, pivoting away from bonds and into equit...
Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser....
ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...
The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....
Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...
Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...
Platinum Asset Management is closing its Platinum World Portfolios and its London office as part of the business “turnaround program” announced in February....
The Treasury has announced its latest roadmap to support growth in Australia’s sustainable finance markets and tackle greenwashing, including several upcoming milestones....
A Sydney-based subsidiary of a private equity firm has received an infringement notice for alleged serious failures from the Markets Disciplinary Panel....
In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O’Connor and head of sales and distribution for South-East Asia...
Mexican restaurant chain Guzman y Gomez has listed on the ASX in a blockbuster IPO with shares rising by a third upon opening....
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...