资讯

Zurich's Alena Miles outlines potential superannuation strategies for non-residents. The transitory nature of employment in today’s global society means that an increasing number of advisers are ...
Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year.
WA Super’s former investment team of Chris McAlpine, Mark Foo and former chief investment officer Chris West have launched boutique investment consultancy Context Capital.
Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles.
Integro Private Wealth has formed a strategic partnership with an accounting business in Brisbane, signifying its expansion into Australia’s east coast. The Perth-based wealth management firm has ...
As the 2023–24 financial year comes to a close, Money Management reviews the financial advisers who fell under the regulator’s enforcement spotlight.
In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners.
Financial advisers will no longer have to record continuing professional development for RG146 as it has effectively been replaced by the Financial Adviser Standards and Ethics Authority code of ...
Perth financial advice firm Wealth Management Partners (WMP) has merged with global financial services firm Gallagher. The two firms said this will enhance its service offering on the west coast, ...
A specialist ETF provider is seeking to become “the new Betashares” with its active ETFs, thanks to its use of algorithms to achieve outperformance.
The fact there has already been two enforceable undertakings this year, including one from a former adviser, compared to just five in 2023 indicates ASIC is returning to its litigation era, according ...
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equity firm.