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Iress has upgraded its adjusted EBITDA by $5 million for the 2023–24 financial year in light of the sale of its platform business to Praemium. The fir...
As artificial intelligence (AI) continues to reshape how the advice industry operates, Adviser Ratings unpacks how advisers are implementing these tec...
Over half of wealth management clients in Asia-Pacific are looking for more advice in investment and financial planning services, according to EY, as ...
Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments. In a note to financial insti...
Australia’s largest advice licensee has lost 12 financial advisers over the week, while the expected wave of new entrants boosts overall adviser numbe...
Insignia Financial lost almost 100 advisers in the third quarter of FY24, with the majority attributed to Godfrey Pembroke’s exit. In an announcement ...
AMP has launched a range of five diversified index managed portfolios on its North investment platform. The risk-based multi-asset portfolios allow ad...
Perpetual has confirmed it is in talks with global investment company Kohlberg Kravis Roberts & Co (KKR) regarding a sale of its corporate trust a...
Platinum Asset Management has put its two closed ended funds under strategic review in a bid to reduce the share price discount to pre-tax NTA. The fi...
From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transi...
Medical grounds are no excuse for compliance failures as a Victorian AFSL is sentenced for failing to lodge annual financial reports. Odyssey Equity F...
Momentum Media Group Pty Ltd (ABN 24 610 789 369) (‘we’, ‘us’, ‘our’) is the publisher of this website and its associated printed magazines (if any), ...
Momentum Media Group Pty Ltd (ABN 24 610 789 369) (‘we’, ‘us’, ‘our’) is the publisher (Publisher) of this website (this Site) and its associated prin...
A surge of new entrants to the financial advice system are expected in the coming weeks following the latest exam results from ASIC. In the week to 26...
Former Russell Investments head of APAC, Jodie Hampshire, has joined the board of Insignia Financial. Hampshire is expected to join the board from 1 M...
