Search Page

Displaying results 182201 - 182220 of 182891

 

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...

Financial planning • 6 December 2024

The development of a new advice document presents a “blank canvas” for advisers to create a suitable document replacing statements of advice, says Adviser Ratings....

Financial planning • 6 December 2024

T. Rowe Price has promoted head of Australia and New Zealand consultant relations, Cassandra Crowe, to the equivalent APAC role. ...

People & Products • 6 December 2024

Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administrat...

Financial planning • 6 December 2024

Alternative asset manager iPartners Funds Management has announced a new acquisition to support its retail presence with a majority stake in Mi Funds Management....

Funds management • 6 December 2024

Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up. ...

Financial planning • 6 December 2024

A dozen high-profile female portfolio managers have joined forces on a new equities fund which will invest in companies that deliver solid financial returns and progress ...

Funds management • 9 December 2024

It is a question of “how” rather than “if” asset managers will integrate artificial intelligence, according to Mercer, with 90 per cent of managers already using it or pl...

Funds management • 9 December 2024

Platinum Asset Management and Regal Partners have reached an agreement regarding whether to proceed with an acquisition following a period of due diligence, as Platinum o...

Funds management • 9 December 2024

GQG Partners has reported funds under management have remained resilient amid “heightened interest” around its backing of Adani Group, which led its shares fall 20 per ce...

Funds management • 9 December 2024

A new Computershare survey reveals management fees are a key priority for ETF investors, alongside the growing performance expectations....

Funds management • 9 December 2024

A group of 31 victims of Melissa Caddick have agreed to an in-principle settlement with the auditors engaged to conduct annual audits of their SMSFs....

Financial planning • 9 December 2024

Nick Hilton, newly appointed as executive general manager for advice delivery at Entireti following the AMP acquisition, is among seven individuals stepping back from the...

Financial planning • 9 December 2024

Former Pendal chief executive Emilio Gonzalez will be joining the board of boutique fund manager DNR Capital in February 2025....

Funds management • 9 December 2024

Bennelong Funds Management has announced new additions to its board following the retirement of chair Lincoln McMahon at the end of this year. ...

People & Products • 9 December 2024

As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingl...

Financial planning • 9 December 2024

The deal between Perpetual and KKR is in doubt after the ATO significantly reduced the estimated cash proceeds for shareholders due to a $488 million primary tax liabilit...

Funds management • 10 December 2024

AMP has appointed a national manager for strategic partnerships, with John Allmey making the move from Mercer Australia....

People & Products • 10 December 2024

Financial advisers are demonstrating interest in smart beta ETFs, according to VanEck, who are using it as an alternative to active management. ...

Funds management • 10 December 2024

The Reserve Bank of Australia has announced its final interest rate decision for 2024 amid stubborn inflation and faltering economic growth....

Funds management • 10 December 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 ago

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

2 weeks 5 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