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Displaying results 183021 - 183040 of 183090

 

Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a p...

Financial planning • 28 April 2025

ETF provider Global X is set to launch its latest ETF, focused on artificial intelligence infrastructure. ...

Funds management • 29 April 2025

With GCQ Funds Management and Lakehouse Capital making their recent ETF debuts, the two fund managers unpack why financial advisers are essential to their respective laun...

Funds management • 29 April 2025

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP de...

Financial planning • 29 April 2025

Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country....

Financial planning • 29 April 2025

Two former senior Global X employees have launched their own ETF provider, ETF Shares, focused on offering index ETFs for advisers and retail investors....

Funds management • 29 April 2025

As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?...

Financial planning • 29 April 2025

As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to re...

Financial planning • 29 April 2025

The bank and financial services firm has appointed its next CEO for Australia and New Zealand, while its previous chief for the region takes up a new position....

Funds management • 30 April 2025

Five Australasian sustainable funds closed in the last quarter, according to Morningstar, while 39 per cent of all strategies saw outflows during the period....

Funds management • 30 April 2025

Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public an...

Financial planning • 30 April 2025

The alternative asset manager has expanded its Singapore office with a head of Asian distribution, representing a “critical step” for the Asian business, where it is seek...

Funds management • 30 April 2025

JP Morgan Asset Management has appointed an ETF specialist from Vanguard as it seeks to expand its ETF range....

Funds management • 30 April 2025

With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment...

Financial planning • 30 April 2025

Frontier Advisors has bolstered its Japanese footprint through a partnership with the $350 billion asset management arm of Nippon Life Insurance Company....

Funds management • 1 May 2025

Count Gold Coast, an equity partner of Count, has entered into binding agreements to acquire clients of two accounting businesses, providing new opportunities for its fin...

Financial planning • 1 May 2025

Platinum Asset Management has announced it is in discussions with a global alternatives fund manager regarding a possible merger to create an $18 billion firm. ...

Funds management • 1 May 2025

With the election taking place on Saturday (3 May), Adviser Ratings examines how the two major parties could shape the advice industry in the future....

Financial planning • 1 May 2025

AUSIEX has announced it will acquire FIIG, a specialist fixed income provider with $4.5 billion in funds under advice....

Funds management • 1 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

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

3 weeks 6 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”....

3 weeks 4 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 3 days ago