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 ...

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”. Wealth Data has reported a loss of 10 ...

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 ...

Namely, JANA confirmed four promotions and role transitions. Matthew Gadsden, who is a senior consultant and head of JANA’s global equities research team, has been appointed to the newly created head ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

“The largest single group of workers affected 27 roles in marketing, communications, digital, and brand and content teams have been slated to be made redundant with work to be done by a partner, but ...

The use of technology and data analytics will be a way for successful advice firms to grow in 2025, according to Adviser Ratings. Referencing findings in its 2024 Adviser Landscape report, it said ...

Ben Calder, managing director of CWM, said: “Life insurance advice is a complex and highly specialised area that continues to be underrepresented in Australia. We’ve provided insurance advice for over ...

“The reality is that if you’re a smaller business, the time commitment to doing it fully and properly will be substantial. We spent a lot of money to make sure that we got it right. That’s one of the ...