ASIC has extended the reportable situations relief and personal advice record keeping requirement instruments for another five years.

Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola.

Household wealth rose for the seventh consecutive quarter - rising 1.5% or $250 billion - in June 2024, according to data from the Australian Bureau of Statistics (ABS). Total household wealth was $16 ...

Mercer Australia has promoted one of its senior consultants to head of wealth management investment solutions in a bid to increase bench strength in that business.

GQG Partners was hit with a US$500,000 fine by the US Securities and Exchange Commission (SEC) for violating whistleblower protection laws via the use of non-disclosure agreements (NDAs).

Colonial First State has hired a local investment director from a global pension fund to run private equity and unlisted assets. At the same time, its head of investment sales is departing.

The Australian Competition and Consumer Commission (ACCC) won't block Stockland and Thai property developer Supalai's plan to acquire 12 of Lendlease's 16 residential community projects, but there are ...

New research on nudging from Yale University has found that it may not lead to the positive outcomes for retirement savings as previously thought.

Schroders is providing retail investors with access to the local wholesale high yielding credit universe via a new fund.

The Australian Taxation Office (ATO) has confirmed financial advice fees for tax-related guidance are deductible where the advice is provided by a Qualified Tax Relevant Provider (QTRP).

Older Australians are increasingly seeking financial advice in relation to aged care costs, new research from Challenger and National Seniors Australia shows.

Allianz Retire+ head of technical services Justine Marquet is at the forefront of a new and exciting phase of the retirement system, sharing how she is using her well-rounded skill set to ...