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Managed investment platform DomaCom has appointed an experienced artificial intelligence leader as its new chair, joining from the same firm as its newly appointed chief ...

Funds management • 13 January 2025

Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year....

Financial planning • 13 January 2025

Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....

Financial planning • 13 January 2025

Following the departure of its chief marketing officer last year, AMP has appointed a successor to take up the position with the appointment coming from the US....

People & Products • 13 January 2025

The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data. ...

Financial planning • 13 January 2025

The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies. ...

Financial planning • 14 January 2025

The fund manager has appointed American Century’s former Australian head of wholesale to its distribution team in the head of researchers and consultants position....

Funds management • 14 January 2025

Bennelong Funds Management has announced its first responsible entity service client, having flagged it as a 2025 priority for the firm....

Funds management • 14 January 2025

As Magellan Financial Group continues its search for a permanent chief financial officer, it has looked internally for an interim replacement....

Funds management • 14 January 2025

Three of the largest ETF providers reported net inflow increases of more than 100 per cent during 2024, as Betashares admits it “underestimated” the scale of annual inflo...

Funds management • 14 January 2025

Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium....

Financial planning • 14 January 2025

A leading consultancy believes asset managers will be reluctant to expand overseas in 2025 as high distribution costs blow out potential benefits, but this is providing t...

Funds management • 14 January 2025

Platinum Asset Management has appointed Northern Trust to provide asset servicing solutions for their $11 billion Australian funds. ...

Funds management • 15 January 2025

The volume that financial advisers have invested in private credit funds could be among disclosures that providers have to make to ASIC amid a regulatory crackdown on pri...

Funds management • 15 January 2025

While advisers are increasingly eyeing private markets and alternative investments, two reports have underlined the lack of investor understanding that persists among bot...

Financial planning • 15 January 2025

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

Financial planning • 15 January 2025

There are seven key mistakes that financial advice businesses need to steer clear of in 2025 to avoid hindering their business growth and profitability, according to Advi...

Financial planning • 15 January 2025

With AMP advisers moving to Entireti and Insignia being the subject of a private equity bidding war, how can deals be navigated to ensure minimal stress and uncertainty f...

Features • 15 January 2025

The departure of BlackRock’s head of global client business Mark Wiedman after his 21-year tenure has prompted a reshuffle, with several senior executives receiving promo...

Funds management • 16 January 2025

Private wealth management company Stellan Capital has appointed a new chief executive, who brings over three decades of experience in the global financial services indust...

Financial planning • 16 January 2025
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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 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago