ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay.

Former wealth firm director Joshua Fuoco has been convicted of contempt of court, sentenced and permanently banned from being involved in financial services after breaching a 10-year ban.

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 ...

As market conditions remain unpredictable and traditional asset classes face pressure from macroeconomic uncertainty, the Australian Wealth Management Summit returns in 2025 to examine the rising role ...

AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering.

A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public.

A financial advice firm has seen a weekly decline of 10 advisers, with all moving to a new licensee, while Centrepoint Alliance continues its “growth story”.

With Sanlam Private Wealth coming under ASIC pressure regarding the number of responsible managers in its business, law firm Holley Nethercote explores what the role entails and how to stay on the ...

Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term.

In a report Building better portfolios with private markets: A goals-based framework, Tony Davidow, senior alternative investment strategist, discussed the requirements of due diligence for these ...

Melbourne-based funds management firm Spatium Capital and Singapore-based Conduit Group have announced consolidation plans to expand their collaboration across distribution and markets. According to ...

Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas companies taking an active interest in the Australian financial ...