Not even a year on from its acquisition of Melbourne-based financial advice firm PMD Financial Advisers, Shadforth is still ...
As contrarian investors, Orbis Investments is usually “uneasy” when others are exuberant, but AI is a “monster trend” unlike ...
ASIC has criticised platform trustees’ oversight of advice documents, monitoring of advice fee caps and investment holding ...
Four directors of the Association of Independently Owned Financial Professionals have departed the board, citing concerns ...
Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, ...
The federal government's recent announcement regarding small business capital gains tax concessions introduces significant changes that financial advisers must prepare for, writes financial adviser ...
WT Financial Group has completed the sale of its re-branded Spring Financial Group to Titan Advice Group, turning one of its first “Hubco” businesses into a $19 million super firm. TAG was one of the ...
APRA deputy chair Margaret Cole has finished at the prudential regulator today after a five-year term with no successor or interim appointee in place (as at 5:00pm on Tuesday) to act as ...
ASIC is suing directors and compliance committee members of the Shield Master Fund’s responsible entity, Keystone Asset Management, for misuse of investor money. The regulator is suing Paul Chiodo, ...
InterPrac, the licensee at the centre of the Shield and First Guardian collapses, has called on trustees that hosted the failed managed investment schemes to tap into an operational reserve to ...