Wealth managers are underestimating the client demand for alternatives, according to EY, and those who can integrate a full range into investment propositions stand to ga...
Financial advisory firm Yarra Lane has launched a robotic process automation consulting service, in association with outsourcing specialist Vital Business Partners. ...
ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities. ...
Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concern...
A subsidiary of Australia’s second-largest advice licensee Count has successfully defended a class action in Federal Court regarding a self-managed superannuation fund....
The Coalition has announced a new shadow treasurer and minister for financial services, while Jane Hume will exit the shadow ministry....
A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal w...
Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....
Regal Partners is the latest Australian fund manager to explore overseas opportunities, forecasting offshore flows to “grow materially” in 2025....
A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index....
Increased demand for private credit has boosted assets under management at MA Financial, and the firm is viewing an “enormous opportunity” to distribute the funds in the ...
With an existing range of more than 50 passive ETFs locally, the asset management giant is set to launch its first active ETF for Australian advisers and investors next m...
With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?...
In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to discuss learnings from JP Morga...
Zagga, a fully licensed Australian boutique investment manager and non-bank lender, is proud to announce that it has retained a 4-star ‘Superior’ investment grade rating ...
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...