Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter. The research house found that between 1 July to 30 September 2024, there was a net rise of 159 ...

Former Sydney financial adviser, David Valvo, has pled guilty in court to one count of dishonest conduct. Valvo appeared before Sydney Downing Centre on 15-16 October and pled guilty to one count of ...

We explore the current state of global military power structures and how a range of factors are influencing defence spending among both the large powers and their smaller counterparts. Viewing this ...

Perpetual has reported positive quarterly net inflows for the first time in 12 months, a notable improvement from outflows of $8.9 billion in the previous quarter. In the three months to 30 September ...

The expansion of micro-AFSLs as larger players lose the control they once had demonstrates the changing tides of the financial advice industry. The Australian Financial Services Licensee (AFSL) ...

EBC Financial Group has strengthened its presence in Australia with a second Australian Financial Services Licence (AFSL). The global financial services firm was established in London and has ...

A takeaway for financial advisers from the Dixon Advisory scandal based on its determinations from the Australian Financial Complaints Authority (AFCA) would be to avoid deviating from clients’ asset ...

Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand. The firm said it has added 11 new separately managed account ...

Colonial First State (CFS) has unveiled its new tailored digital financial advice offering at just $88 per annum. The new solution was designed by Otivo specifically for CFS FirstChoice superannuation ...

As ESG and sustainable funds continue to suffer outflows and the regulator cracks down on greenwashing, are asset managers becoming nervous about their product range? Last month, Global X reported ...

Clime Investment Management has made four appointments following the departure of three non-executive directors. Last week, the firm announced all three of its non-executive directors, Andrew Coleman, ...

The advice industry’s experience with the disbanded Financial Adviser Standards and Ethics Authority (FASEA) regime should be a harbinger for any possible enhanced responsibilities for the Office of ...