A Sydney financial adviser has been permanently banned from providing any financial services, having had his firm’s Australian Financial Services Licence (AFSL) cancelled a year ago. Peter Surtenich ...

Advisers may struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and financial fraud. Under their mandatory ...

Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients. The LIS growth alternatives (LGA) ...

Experience the forefront of change in the financial services landscape at the inaugural Australian Wealth Management Summit, a groundbreaking one-day conference navigating the intricate landscape of ...

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 ...

The Australian Financial Complaints Authority (AFCA) has shared how much its member fees will rise in the next financial year. As part of its annual fee review process, the organisation said it will ...

ETF assets experienced a rare fall in February, with the sector losing more than $2 billion during the month, according to Betashares. In its latest monthly update, Betashares said ETF assets ...

Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers. Back in 2015, it said, only 4 per cent of new client ...

Wealth managers globally have said they are highly likely to increase their allocations to active ETFs, according to MSCI. The index providers’ report, Emerging Trends in Wealth Management, surveyed ...

Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. One of the features of wealth ...

Held in May in Sydney, the black-tie gala event showcased the depth of talent of the nation’s leading professionals and businesses in the wealth management industry while affirming the sector’s ...

Bfinance Australia has shared five questions to ask when considering a semi-liquid private equity fund as their assets under management reach US$30 billion. Semi-liquid funds have become popular in ...