The regulator has put forward a new consultation paper (CP 214) in a move to update the record-keeping obligations for ...
Two large banks have told the Parliamentary Joint Committee (PJC) they do not impose sales targets on their financial planners, ...
It is likely to be at least another nine months before financial planners move beyond the uncertainties created by the ...
Grant Holley, the head of law firm Holley Nethercote, advises planners to take the following steps in the wake of ...
Newly-formed dealer group Beacon Financial Group has signed on to use OneVue’s Unified Managed Account (UMA) investment platform. Beacon managing ...
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests. “It gives me great pleasure to ...
Equity Trustees (EQT) has stepped up its efforts to merge with The Trust Company (Trust), writing to the latter's shareholders ...
Australian Unity Investments (AUI) has proposed a merger of its two property funds before one of them reaches termination in ...
Legal experts Samantha Hills and Grant Holley dissect the best interests duty and the obligations that come with it. All ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
