National recognition of both individuals and firms in independent financial advice was at the forefront of the prestigious ifa Excellence Awards, with the 2025 event once again delivering an ...
A partner at Koda Capital, who joined the firm from almost a decade in advice roles at AMP, has departed the wealth manager. Brisbane-based Cassandra Hinze had worked at the private wealth firm since ...
WT Financial managing director Keith Cullen has become the latest advice licensee to describe how artificial intelligence is transforming its business. In a speech at the company’s annual general ...
With complaints on the rise and an expanded jurisdiction, the Australian Financial Complaints Authority (AFCA) is on the hunt for four C-suite roles. In its annual report released in October, the ...
Betashares has expanded its fixed income range with the launch of its Australian credit income ETF, offering income-focused investors an alternative to direct hybrids. Unveiling its newest offering, ...
The Financial Advice Association Australia’s (FAAA) Advice Academy has formally launched, assisting Professional Year candidates and supervisors to meet their education requirements. Flagged at its ...
The future strategy and management for the $444 million Platinum Capital listed investment company (PMC) has taken another turn at the LIC’s annual general meeting. Last month, in an extraordinary ...
Venue: Hyatt Regency, Sydney • Registration opens: 8:00am AEDT • Official start: 9:00am • Dress: Business Entering its third year, the Women in Finance Summit is an established movement providing ...
Generation Development Group (GDG) is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under management (FUM). Evidentia was launched in ...
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 ...
A new Sydney wealth manager for high-net-worth individuals (HNWIs) has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced ...
Westpac Bank has been named among the world’s best companies for reporting of environmental, social and governance (ESG) issues. According to research by The Global ESG Monitor, which analysed ...
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