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...
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....
T. Rowe Price has promoted head of Australia and New Zealand consultant relations, Cassandra Crowe, to the equivalent APAC role. ...
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...
Alternative asset manager iPartners Funds Management has announced a new acquisition to support its retail presence with a majority stake in Mi Funds Management....
Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up. ...
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 ...
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...
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...
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...
A new Computershare survey reveals management fees are a key priority for ETF investors, alongside the growing performance expectations....
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....
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...
Former Pendal chief executive Emilio Gonzalez will be joining the board of boutique fund manager DNR Capital in February 2025....
Bennelong Funds Management has announced new additions to its board following the retirement of chair Lincoln McMahon at the end of this year. ...
As firms jostle to retain their top talent in a competitive jobs market, recruiters observe discussions around professional development and growth have become increasingl...
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...
AMP has appointed a national manager for strategic partnerships, with John Allmey making the move from Mercer Australia....
Financial advisers are demonstrating interest in smart beta ETFs, according to VanEck, who are using it as an alternative to active management. ...
The Reserve Bank of Australia has announced its final interest rate decision for 2024 amid stubborn inflation and faltering economic growth....
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...