As the 1 January 2026 education deadline looms, the Financial Advice Association Australia (FAAA) is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience ...
In accordance with the Corporation Amendment (Professional Standards of Financial Advisers) Act passed in 2016, individuals who are unable to meet the experience pathway criteria and wish to continue ...
BlackRock Australia plans to launch a Bitcoin ETF later this month, allowing advisers to access the cryptocurrency without needing to hold it directly. The iShares Bitcoin ETF (IBIT) is set to be ...
Tyndall Asset Management, formerly part of Nikko Asset Management, has officially returned its branding as Tyndall. Yarra Capital Management acquired Nikko’s Australian business in April which gave it ...
ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...
Coastal Advice Group (CAG) and Calder Wealth Management (CWM) have merged to form a national advice business. The combined business will have offices in NSW, Victoria, South Australia and Western ...
Having rejected the possibility of going ASX-listed, Mason Stevens’ CEO details why the wealth platform went down the private equity (PE) route and how it intends to accelerate its growth ambitions.
One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks. The latest Wealth Data figures revealed adviser numbers are ...
Zenith Investment Partners has reaffirmed its ratings across Metrics Credit Partners’ suite of funds, a week after rival research house Lonsec downgraded several of the private credit manager’s ...
Adviser Ratings has entered a strategic partnership to introduce a professional indemnity (PI) insurance solution, aimed at opening up adviser supply and improving trust in the industry. The wealth ...
The non-bank lender had previously pushed back strongly against Count’s move, questioning the basis for the recommendation and highlighting its long-term performance record. Back in March, Count ...
Australian fund managers are actively seeking to launch Cayman versions of their funds, according to a lawyer, as they seek to maximise assets from overseas investors. These Cayman vehicles, ...
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