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Funds management

Amundi Asset Management says trying to time the bottom of the market is unrealistic and investors need to gradually consider opportunities....

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Financial planning

Switzerland-based banking software company, Temenos, has acquired Australian/US baking fintech, Avoka, for US$245 million....

Funds management

Contango Asset Management has been the subject of a management buy-out ahead of a planned IPO....

Financial planning

Crestone has finalised its acquisition of UBS Wealth Management Australia, and has started operating with $14 billion in AUM. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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