Search Page

Displaying results 181221 - 181240 of 182894

 

Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....

Financial planning • 18 June 2024

The central bank has announced its latest rate decision amid sticky inflation and ongoing geopolitical tension, including uncertainty in the eurozone....

Funds management • 18 June 2024

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....

Financial planning • 18 June 2024

The global asset manager has partnered with a financial technology platform to offer wholesale investors greater access to private equity markets....

Funds management • 18 June 2024

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....

Funds management • 18 June 2024

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....

Financial planning • 18 June 2024

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...

Knowledge Centre • 19 June 2024

Australian bond ETFs saw monthly inflows triple in May to reach $324 million, according to Betashares....

Funds management • 19 June 2024

Fixed income has the second-lowest percentage of female portfolio management appointments, according to a diversity report from Future IM/Pact. ...

Funds management • 19 June 2024

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...

Funds management • 19 June 2024

Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser....

Financial planning • 19 June 2024

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. ...

Funds management • 19 June 2024

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....

Financial planning • 19 June 2024

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. ...

Financial planning • 19 June 2024

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...

Financial planning • 20 June 2024

Platinum Asset Management is closing its Platinum World Portfolios and its London office as part of the business “turnaround program” announced in February....

Funds management • 20 June 2024

The Treasury has announced its latest roadmap to support growth in Australia’s sustainable finance markets and tackle greenwashing, including several upcoming milestones....

Funds management • 20 June 2024

A Sydney-based subsidiary of a private equity firm has received an infringement notice for alleged serious failures from the Markets Disciplinary Panel....

Funds management • 20 June 2024

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...

Editorial • 20 June 2024

Mexican restaurant chain Guzman y Gomez has listed on the ASX in a blockbuster IPO with shares rising by a third upon opening....

Funds management • 20 June 2024
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 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....

2 weeks 6 days ago

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

3 weeks 4 days 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”....

2 weeks 4 days ago