Having a trusted “number two” or a second-in-command to handle daily operations is critical for financial advice leaders seeking greater work/life balance. According to Daniel Byrne, partner at ...

Andrew Vong has joined the firm from his role as sales director at Mason Stevens where he worked for three years. Prior to this, he spent 13 years at Macquarie Group in a variety of roles, including ...

Former Sydney financial adviser, David Valvo, has pled guilty in court to one count of dishonest conduct. Valvo appeared before Sydney Downing Centre on 15-16 October and pled guilty to one count of ...

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive. Ahead of the Women in Finance Summit 2024, the Finance ...

Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand. The firm said it has added 11 new separately managed account ...

Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter. The research house found that between 1 July to 30 September 2024, there was a net rise of 159 ...

We explore the current state of global military power structures and how a range of factors are influencing defence spending among both the large powers and their smaller counterparts. Viewing this ...

Peter Soros has been appointed from the Australian Transaction Reports and Analysis Centre (AUSTRAC) as executive director, regulation and supervision, to start in November. At AUSTRAC, he currently ...

EBC Financial Group has strengthened its presence in Australia with a second Australian Financial Services Licence (AFSL). The global financial services firm was established in London and has ...

As ESG and sustainable funds continue to suffer outflows and the regulator cracks down on greenwashing, are asset managers becoming nervous about their product range? Last month, Global X reported ...

A takeaway for financial advisers from the Dixon Advisory scandal based on its determinations from the Australian Financial Complaints Authority (AFCA) would be to avoid deviating from clients’ asset ...

The expansion of micro-AFSLs as larger players lose the control they once had demonstrates the changing tides of the financial advice industry. The Australian Financial Services Licensee (AFSL) ...