Wealth management leaders are being encouraged to maximise the value of new and existing talent through continuous upskilling, as one-quarter of Australian employees seek greater professional ...

Findings from Morningstar show over 250 sustainable funds globally changed their names or dropped key ESG terms during 2024 amid regulatory greenwashing fears. In the research house’s Global ESG Flows ...

Milford Asset Management is set to terminate its Diversified Income Fund due to the “current small investment scale” of the product. Equity Trustees, the responsible entity for Milford’s investment ...

A former Perth financial adviser has pleaded guilty in court to stealing $1 million from his clients for his own benefit. Anthony Paul Torre appeared in the District Court of Western Australia on 28 ...

Anthony Doyle, who departed Firetrail Investments last month, has joined Schroders as its investment director for global equities. Based in Schroders’ Sydney offices, Doyle will represent the fund ...

Financial services compliance and risk consultancy Assured Support has appointed a new chairman to its advisory board. The firm announced that Mark Rantall has joined its advisory board as chairman, ...

The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 million, sent shockwaves through ...

Financial Services Council (FSC) chief executive, Blake Briggs, believes the regulatory pendulum has “swung too far” over the last decade when it comes to financial advice, and it is appropriate to ...

Coastal Advice Group has entered a long-term strategic partnership with Merchant Wealth Partners to accelerate its expansion across Australia. The financial advice business already has seven offices ...

With consumers often not realising the full extent of underlying costs in operating an advice practice, Adviser Ratings debates whether regulatory charges should be separated from advice fees. The ...

Wealth management technology provider Bravura has been flagged as a potential private equity target, with commentators identifying how chair Andrew Russell has enacted a successful turnaround. At the ...

The Australian Financial Complaints Authority (AFCA) has confirmed its chief operating officer, Justin Untersteiner, will be departing in March. Untersteiner first joined AFCA as its COO in December ...