Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals ...
A relevant provider has received a written direction from the Financial Services and Credit Panel (FSCP) regarding advice related to the tax impact of a superannuation rollover. In its latest ...
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants, according to Wealth Data. The latest weekly numbers for ...
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes (DBFO) legislation. With 2024 coming to a ...
Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with Adamantem Capital. Based in Sydney, private equity firm Adamantem manages over $2 billion in assets ...
Colonial First State (CFS) has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatility concerns. The ...
Fund managers are entering 2025 with the most bullish sentiment since August 2021, helped by rising expectations for global growth and rotating cash into equities. According to the monthly Global Fund ...
After seven years at the company, Iress’ chief technology officer for wealth management has departed as the firm commences a search process to fill the role. Anthony Gerrits first joined the ...
In this special episode of Relative Return Unplugged, we are sharing a discussion between Momentum Media’s Steve Kuper, Major General (Ret’d) Marcus Thompson and AMP chief economist Shane Oliver on ...
Insignia Financial has confirmed it has received and is considering a preliminary non-binding proposal from a US private equity giant to acquire the firm. In an ASX statement, the firm confirmed it ...
Next-generation Australians are increasingly leaning towards financial advice as they plan ahead for when they receive an inheritance, according to Fidelity. Surveying over 1,000 Australians, ...
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors (AICD).