The deal between Perpetual and KKR is in doubt after the Australian Taxation Office (ATO) significantly reduced the estimated cash proceeds for shareholders due to a tax liability. Earlier this year, ...

Members of the financial services industry gathered on 5 December for the 11th annual ifa Excellence Awards ceremony at The Fullerton Hotel in Sydney, hosted with support from principal partner Padua.

The RBA’s last rate hike occurred in November last year, marking its 13th since it commenced its tightening cycle in May 2022. Since then, trimmed mean inflation has eased from above 5 per cent ...

Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business. This will see SS&C provide administration and technology ...

The new year provides an opportunity to reflect on the broader trends in markets and economies while rethinking the major themes that shape investment strategies. Next year there are more reasons than ...

AMP MyNorth has announced a number of enhancements to its sustainable managed portfolios amid strong demand from advisers for value-aligned investment options. Launched in 2020, the portfolios are ...

In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of the legislation that passed during the government’s last-minute guillotine motion, ...

Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital. Hegarty joins from multiboutique firm Solomons Wealth Management where she ...

A significant rise in pass rates for financial adviser exams in 2024 signals an encouraging shift, however a notable gap remains between those qualified and those practicing, according to Wealth Data.

When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to interact with their adviser.

Financial advisers are demonstrating interest in smart beta ETFs, with the number of available funds rising to 71 this year. Smart beta is a type of investment that combines the benefits of passively ...

There were 289 people who sat the exam, with 207 sitting the exam for the first time. Some 77 per cent (225 candidates) passed, a significant jump from the 62 per cent pass mark in the August sitting.