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At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...
Two advisers have received reprimands from the Financial Services and Credit Panel after falling short of their CPD requirements. The Australian Securities and Investments Commission (ASIC) has ...
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to break down the Reserve Bank’s recent decision to cut interest rates to their lowest level since ...
Australia’s retirement system is under mounting pressure, and industry leaders have warned that without broader access to financial advice, the country will go “broke”. Speaking at the Stockbrokers ...
The global alternative asset manager has confirmed the acquisition of IP Generation. MA Financial Group has announced the acquisition of Melbourne-based specialist real estate investment management ...
The financial advice profession has enjoyed a recovery this week as numbers surpassed 15,600 yet again, following the largest decline this calendar year-to-date last week. According to Wealth Data’s ...
With Centrepoint Alliance announcing the acquisition of Brighter Super’s advice book last month, the licensee has now confirmed some 80 per cent are set to transition across. In an ASX update, ...
JP Morgan Asset Management (JPMAM) EMEA CEO, Patrick Thomson, has said strategic partnerships are the firm’s number one priority, reflecting the greater consolidation and M&A within financial services ...
ASIC has cancelled the AFSL of a Sydney asset and investment manager following a payment by the Compensation Scheme of Last Resort (CSLR). Calaite Capital saw its licence cancelled on 5 May. The firm ...
With the rise of alternatives, Praemium has found high-net-worth (HNW) investors are turning to financial advisers for help weighing up the various options. Research by the platform and CoreData of ...
Those mid-sized licensees with 16–50 authorised representatives are experiencing a blind spot, according to compliance firm Assured Support. Referencing data in the annual Holley Nethercote compliance ...
Dinsmore joins independent investment manager Copia from Wellington Management, where he led the firm’s financial intermediary business for Australia and New Zealand. In total, he spent 14 years at ...
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