The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions i...
The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for fina...
Lazard Asset Management has expanded its investment menu for Australian investors with a new Japanese equity fund....
The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options....
An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time....
A global market sell-off in August and concerns around the Fed’s approach to rate cuts have prompted investors to consider reassessing their portfolio allocations. ...
With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....
While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reaso...
With more fund managers looking to outsourced providers, two experts examines how this is affecting the local talent landscape in Australia for graduates looking to enter...
Australia saw one of the most severe underlying dividend declines in the world in the second quarter of 2024, according to Janus Henderson....
Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, accord...
Two Australian small-cap asset managers have completed their merger after announcing the news in July this year, while providing an investment update....
Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...
A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...
The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. ...
A new ETF product is on the horizon from Global X, which seeks to strike a balance between growth and value for advisers and their clients....
The Australian ETF market could climb to $800 billion in assets under management by 2034, according to new Stockspot analysis, with financial advisers underpinning this u...
Platinum is “considering the merits” of being the specialist alternative manager’s latest M&A target....
Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards....
The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...
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...