The Financial Advice Association Australia (FAAA) has obtained Compensation Scheme of Last Resort (CSLR) documents under the Freedom of Information (FOI) process. According to the industry body, the ...
There are seven key mistakes that financial advice businesses need to steer clear of in 2025, according to Adviser Ratings. With the highest performing advice firms achieving profit margins north of ...
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be learned from 2024 as attention ...
With AMP advisers moving to Entireti and Insignia being the subject of a private equity bidding war, how can deals be navigated to ensure minimal stress and uncertainty for staff and advisers? Mergers ...
Perth financial advice firm Wealth Management Partners (WMP) has merged with global financial services firm Gallagher. The two firms said this will enhance its service offering on the west coast, ...
ASIC has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March. The corporate regulator has appointed Scott Gregson as its chief executive, joining the ...
The departure of Mark Wiedman from BlackRock after his 21-year tenure at the asset manager has prompted a reshuffle. BlackRock’s head of global client business is set to depart following more than two ...
Private credit providers may be required by ASIC to disclose how much financial advisers have invested in their funds if requested by the regulator. Last year, the regulator noted it was setting up a ...
While advisers are increasingly eyeing alternatives in client portfolios, two reports have underlined the lack of investor understanding that persists. There is no denying the rise of alternative ...
It announced on 15 January 2025 that it has welcomed Jim DeCarlo as its new CEO, who brings more than three decades of experience working in financial services across the globe. DeCarlo returned to ...
New research has revealed which fund manager is the most recommended by financial advisers to their clients, as well as the most preferred research houses. The latest Adviser Pulse Fund Preferences ...
Bennelong Funds Management has announced its first responsible entity service client, having flagged it as a 2025 priority for the firm. This will be Paragon IM, and Bennelong FM will be the ...