Two JPMAM commentators have warned advisers about the dangers of moving assets into cash during market volatility, describing it as “swopping one risk for another”....
Australia’s retirement system is under mounting pressure, and industry leaders have warned that without broader access to financial advice, the country will go “broke”....
The financial advice profession has enjoyed a recovery this week as numbers surpassed 15,600 yet again, following the largest decline in the calendar YTD last week....
ASIC has imposed licence conditions on a financial services firm following concerns its customer service representatives have been giving unlicensed advice....
Bravura Solutions’ platform Midwinter has announced several appointments and internal promotions to bolster its growth trajectory, which includes two senior business deve...
The technology group has announced a strategic partnership with global alternatives fintech firm, S64, to improve adviser access to private markets....
The financial advice profession has reached a period of relative stability, according to Adviser Ratings, enabling industry participants to prepare for the incoming silve...
Two advisers have received reprimands from the Financial Services and Credit Panel after falling short of their CPD requirements....
Hedge fund manager Minotaur Capital is taking an AI-led approach to sourcing investment opportunities, comparing the adoption of AI to that of Microsoft Excel in the 1990...
An EY report has revealed Australians are more loyal to their advisers than the global average, highlighting relationship-building opportunities amid market changes....
Australia’s alternative investment market is set to enjoy further evolution and growth thanks to innovation overseas, predicts BlackRock and Franklin Templeton....
Pendal is set to shutter its Asian Share Fund in August as it has “little prospect” of significant growth in funds under management....
Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remain...
In conjunction with the accounting associations, the FAAA has released a comprehensive guide breaking down what advisers need to know about tax deductibility of advice fe...
The industry body has expressed its strong opposition towards ASIC’s plans of publishing reportable situations data, describing it as a “completely inappropriate use of d...
In this episode of Relative Return, host Laura Dew chats with Zahid Kassam, portfolio manager at MFS Investment Management, to unpack the intricacies of contrarian invest...
The rise of artificial intelligence (AI) is a “massive enabler” for Australia’s investment platforms, says HUB24 and Netwealth, as they seek to lead this technological di...
The financial services company has welcomed two independent non-executive directors to its board, while also announcing the upcoming departure of another board member....
Spending by the Compensation Scheme of Last Resort in FY25 is expected to be less than the $24 million it had previously estimated, the body has announced....
La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm....
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...