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 ...

Rob Coombe, GDG chairman, said: “I am delighted to welcome Peter to GDG’s board and look forward to his wealth of experience and expertise complementing the company’s strategic objectives.” Last year, ...

Numerisk managing director and founder Richard Silberman examines the risk considerations for financial advisers looking to take the plunge into self-licensing as well as the legal ramifications. Last ...

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 ...

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 ...

Earlier this year, FSI also announced the closure of four investment teams, namely Australian Fixed Income, Global Credit, Equity Income and Emerging Companies. These teams encompassed 10 funds ...

The firm was formed in 1998 as a family office and now has $3 billion in assets under management in combination with sister company Shakespeare Property Group. In November, it launched its latest ...

“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 ...

Michael Lovett, CEO of Bell Asset Management, said the appointment was part of the firm’s ongoing strategy to drive long-term growth. “His appointment will enhance our research and portfolio ...

Despite the new entrants’ debuts, industry concentration in the ETF landscape continues to persist. The top three providers – Vanguard, Betashares and iShares – account for approximately 65 per cent ...

Superannuation accounts for children carry the built-in asset of time as a valid long-term savings option. However, Sarina Raffo discovers establishing a fund for younger people is no minor ...

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 ...