Paul WilliamsAXA has developed revised advice and compliance guidelines for the 54 financial planning practice members within its Certified Quality ...
Kaplan Professional’s new graduate diploma of applied finance (GDAF) has been placed on the Certified Financial Planner (CFP) Register.This means ...
Fund manager Australian Unity Investments (AUI) has partnered with DST International (DSTi) to provide front and middle-office investment administration solutions ...
Specialist financial services software provider Pentafin has added a new personal superannuation product to its OneVue product suite. Pentafin chief ...
Australia has a skilled audit profession committed to independence and quality, according to the Australian Securities and Investments Commission (ASIC).The ...
From good public policy perspectives, governments in Australia have seen it is desirable for elements of compulsion and taxation support ...
In recent months there has been considerable government, media and industry attention focused on margin loans. The general hype of ...
While the election of a Federal Labor Government late last year might have been interpreted as creating a clean slate ...
Members of the financial services industry have expressed concern that financial planners are over-reliant on proprietary software. Money Management’s 2003 ...
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...
