The parliamentary inquiry into the sophisticated investor test (SIT) has recommended making the test less subjective in order to prevent ...
AFCA has told a parliamentary joint committee that it is insufficient for financial advisers to not thoroughly check whether a ...
The Financial Services Council has told a parliamentary committee that a subjective test is needed to demonstrate the sophistication of ...
GQG Partners has reported a 67 per cent year-on-year increase in Australian wholesale net flows to its funds as it ...
The Financial Services Council is proposing to make the sophisticated investor test less subjective as currently wholesale fund managers are ...
Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian ...
Australian investment managers are pivoting away from retail investors and towards the allure of private clients, according to Sentient Group, ...
The Financial Services Council says the sophisticated investor test needs to be updated to protect consumers.
Two potential side effects have been flagged around changes to the sophisticated investor test following a recent Treasury consultation, which ...
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...
