As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year. Earlier this week, the financial ...

He has joined the firm as head of sales – Australia, where he will be responsible for leading the firm’s sales operations across the country. Sparks was previously the head of distribution and ...

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers. The service will gather and store the client information ...

Women are more likely than men to consider investment advice from artificial intelligence (AI), partly as it lacks gender biases presented by human advisers, according to a research paper. The paper, ...

Betashares and Global X have launched two respective exchange-traded funds (ETFs) focused on the defence and security sectors. Betashares announced the launch of its Global Defence ETF (ASX: ARMR) on ...

Sherlock Wealth has announced it is now operating under its own Australian Financial Services Licence (AFSL). The North Sydney-based financial advice firm is now an authorised representative of ...

Netwealth has seen a $7.4 billion rise in funds under administration (FUA) over the September quarter, its highest-ever quarterly growth. Netwealth confirmed that its FUA as at 30 September 2024 ...

The Australian Financial Complaints Authority (AFCA) has told a parliamentary joint committee that it is insufficient for financial advisers to not thoroughly check whether a person qualifies as a ...

John Hazell was an authorised representative of Richmond Partners Pty in Sydney from 1 March 2018 to 16 May 2024. He had previously been registered with the Tax Practitioners Board (TPB) as a tax ...

A licensing head is hopeful that the upcoming legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burden currently. Changes to ...

Clime Investment Management has announced that three of its non-executive directors have resigned from the company. In an ASX statement, the fund management firm said it has received resignations from ...

The Australian Financial Services Licence (AFSL) of a Victorian firm authorised to provide financial product advice has been cancelled as the business is being wound up, and the firm is the subject of ...