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Financial planning
With the Selfwealth acquisition under its belt, APAC investment platform Syfe has shared how it is investing in a hybrid financial advice model to target mass affluent Au...
Funds management
Over 250 sustainable funds globally changed their names or dropped key ESG terms during 2024 amid regulatory greenwashing fears, according to Morningstar data....
Financial planning
National advice firm Coastal Advice Group has entered a long-term strategic partnership with New York-based Merchant Wealth Partners to accelerate its expansion....
Funds management
A leading consultancy believes asset managers will be reluctant to expand overseas in 2025 as high distribution costs blow out potential benefits, but this is providing t...
Funds management
GAM Investments has appointed Eric Finnell as its managing director for Australia after his predecessor left to take up the CEO role at Global X....
Financial planning
A national recruitment report has revealed the average salaries for a financial planner in each state and how much they can expect to see in payrise when they progress to...
Financial planning
A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry....
People & Products
Global advisory business WTW has merged its Asia and Australasia businesses to create one Asia Pacific region, led by Simon Weaver. ...
People & Products
Fidelity International has appointed Lawrence Hanson as managing director of Australia, replacing Alva Devoy. ...
People & Products
American Century Investments has made a number of senior appointments in the Australia and Asia-Pacific region....
Funds management
Vanguard has forecast the probability of recession in major developed markets over the next 12 months, with one region having a 50% chance....
Funds management
Morgan Stanley believes Australia is well placed to outperform most developed markets and is forecasting Australia’s gross domestic product to grow 4.5% this calendar yea...
Funds management
Six months after closing its Australian equity overweight, T. Rowe Price remains neutral on the asset class as it believes earnings forecasts remain elevated....
Funds management
GQG Partners has seen strong growth in Australian wholesale assets with assets rising from $179 million a year ago to $860 million....
Funds management
Money Management finds out how the Australian stockmarket compares with others around the world after a challenging start to the new year....
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Podcast
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...