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 ...

Ord Minnett has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private. The financial advice and investment services firm confirmed Malissa Tobias, Mark ...

Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the economy, financial advice, and superannuation – analysing party policies and ...

Clime Investment Management has announced its latest appointment to strengthen its private credit and property capabilities. The ASX-listed funds management and private wealth business has appointed ...

It is not just advisers driving the adoption of managed accounts as advice licensees are developing their own bespoke strategies. The latest annual State Street Global Advisors SPDR/Investment Trends ...

ASIC has convened multiple sitting panels of the Financial Services and Credit Panel (FSCP) regarding AFSL breach reports which have identified poor superannuation advice from financial advisers. The ...

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP’s chief economist, Shane Oliver, to discuss the ever-evolving state of global markets as the ...

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 ...

The Australian Financial Complaints Authority (AFCA) remains firm on its stance that industry failures occurring in the financial advice sector is fundamentally an advice issue, rather than a product ...

Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform Xero. Callum Masson has been ...

Richard Hill joins the firm from US real estate investment manager Cohen & Steers Capital Management where he had held the same role that he will do at Principal for almost three years. Prior to this, ...

ASIC is suing FIIG Securities for alleged failures in its cyber security measures, describing the matter as a “wake-up call” to all licensees. The corporate regulator stated that FIIG Securities ...