A Fidelity portfolio manager has announced he will be departing the business after almost a decade....
Financial advice technology provider intelliflo has launched three new dashboards to help advisers monitor and demonstrate their business performance as they consider ino...
The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market....
With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved clien...
The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation an...
The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....
The 60:40 model is no longer fit for purpose, but private assets can help save portfolios from market turmoil, writes Brendan Gow....
Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end, with one bidder opting to pull out....
Too few financial advisers are aware of direct indexing, an investment approach gaining traction for its tax efficiency and customisation, writes Josh Persky....
A global Morgan Stanley report has found 83 per cent of Asia-Pacific individual investors would select a financial adviser based on their sustainable investment offerings...
Total ETF inflows grew by almost a third in April, according to VanEck, with four Vanguard funds seeing heavy inflows to mark the provider’s highest monthly ETF inflows....
Two private market managers have shared how they aim to ensure their funds can meet their liquidity terms, reassuring advisers who are cautious about redemptions....
Former deputy CEO of AMP Capital, David Atkin, has announced he will be returning to Australia after stepping down as chief executive of the Principles for Responsible In...
Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision in their work....
Morningstar believes there is still further to run with the potential takeover of Insignia Financial even with original bidder Bain Capital walking away....
International equities shrugged off market turmoil in April to report inflows of some $2 billion, more than double of the flows seen in the previous month....
Following the recent launch of its Private Equity Secondaries Fund, Coller Capital has made the fund available to investors on several wealth management platforms....
Quinbrook Infrastructure Partners managing director, APAC, Rob Kerr, is to leave the firm at the end of July, and a successor has been found from QIC....
The number of advisers currently using or planning to use artificial intelligence in their practices has risen substantially to almost three-quarters of firms, according ...
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...