The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...
Ord Minnett is now 100 per cent owned by private interests led by its executive chairman, Karl Morris, following a decision by J.P. Morgan to join IOOF in selling its hol...
Multi boutique fund manager Copia Investment Partners has appointed Sam Harris as distribution manager in its Sydney office....
Prime Financial Group has appointed Olivia Long as managing director, strategy and operations, of its wealth management and superannuation division. ...
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...