Global equity manager Talaria Capital has appointed a Sydney-based sales director as it grows its distribution presence across Australia. Brooke Simpson has joined the firm from Wilsons Advisory where ...

Regulation around licensing should prioritise consumer outcomes over institutional convenience, according to compliance firm Assured Support, responding to the FSC’s licensing paper. In a response to ...

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. In two separate ASX announcements on 15 September, the firm ...

Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth (KPW), while Ord Minnett has hired a private wealth adviser from Morgan Stanley. Kennedy is described as an independent, ...

When it comes to the risks of acting as a responsible manager at an AFSL, compliance firm Holley Nethercote has shared a range of red flags that could see them facing disciplinary action. In June, the ...

With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market” ...

For overseas fund managers coming to Australia, a focus on platforms is critical for achieving growth, according to IMAP chair Toby Potter, flagging iCapital as a firm succeeding in this goal. With ...

The deal will provide a succession solution for MiQ’s retiring partners, a pathway for future leaders to become partners, and capital to fund the group’s expansion plans, it said. Established in 2015, ...

Financial advisers have been urged to consider the role they are using AT1 hybrids for in client portfolios when it comes to deciding on a suitable fixed income replacement, particularly for their ...

ETFs saw inflows almost $5 billion during August, with international equities gaining double those of fixed income funds, as total assets close in on $300 billion. According to the monthly Betashares ...

On the back of the August adviser exam results, the profession has seen 17 new entrants hit the Financial Adviser Register (FAR) this week, regaining its positive momentum. Earlier this week, ASIC ...

The second annual Australian Wealth Management Awards brought an unparalleled awards program that recognised the top businesses and professionals in the wealth management industry across the nation.