ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay. According to its annual Cost Recovery Implementation Statement (CRIS), ASIC said ...

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 ...

Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real ...

Rob Coombe, GDG chairman, said: “I am delighted to welcome Peter to GDG’s board and look forward to his wealth of experience and expertise complementing the company’s strategic objectives.” Last year, ...

Numerisk managing director and founder Richard Silberman examines the risk considerations for financial advisers looking to take the plunge into self-licensing as well as the legal ramifications. Last ...

An artificial intelligence (AI) tool designed to shake up traditional financial advice business models has launched to the public. Last November, Money Management covered the announcement of a new AI ...

Financial advice practices with high profit margins charge annual client fees of $7,700 and keep operational costs low, creating a recipe for success. Investment Trends recently revealed that the ...

Earlier this year, FSI also announced the closure of four investment teams, namely Australian Fixed Income, Global Credit, Equity Income and Emerging Companies. These teams encompassed 10 funds ...

DASH previously said the deal would enable the group to develop a new advice model and grow its FUA to more than $15 billion. “DASH’s acquisition of IPS will enable it to take to market a ...

ASIC has obtained interim orders from the Federal Court to freeze the assets of a managed fund in order to protect investor funds during an ongoing investigation. The court froze the assets of Shield ...

GDG chief executive, Grant Hackett, said: “This transaction represents another significant milestone in GDG’s growth strategy, following the successful acquisition of the remaining equity interests in ...