Evidentia Group, a wholly owned subsidiary of Generation Development Group (GDG), has entered into a binding agreement to acquire Encore Advisory Group. Founded in 2002, Encore is an Australian ...
The Financial Advice Association Australia (FAAA) has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their compliance requirements ...
While stock trading volumes increased significantly over October, according to AUSIEX’s monthly report, advised investors in particular saw a 22 per cent month-on-month jump. The monthly statistics ...
ASIC has released a new regulatory guide for exchange-traded products (ETPs), including ETFs, on the back of significant growth in the market. Investments in Australian ETFs reached $200 billion in ...
Financial services software firm Iress has unveiled a new business efficiency program with the aim of permanently lifting its profit margin as the business enters a leaner, growth-focused phase. The ...
Venue: Hyatt Regency, Sydney • Registration opens: 8:00am AEDT • Official start: 9:00am • Dress: Business Entering its third year, the Women in Finance Summit is an established movement providing ...
Event date: Friday, 14 November 2025 Venue: Hyatt Regency Sydney Welcome reception: 6:30pm AEDT Official start: 7:00pm Dress: Black tie This national awards program was designed to recognise and ...
Platform HUB24 has launched a client reporting solution to improve adviser reporting across custody and non-custody assets. The firm said it understood many advisers still manually report on ...
In the latest annual platform report from Investment Trends, Netwealth has claimed the top spot with a satisfaction score of 91.5% for its overall platform functionality. This was followed by HUB24 ...
ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...
Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. Leeuwin Wealth has been launched this month ...
Chirakis worked as CEO at Ophir for almost six years, having joined in February 2019 as an investment director following eight years at AMP Capital. He was then promoted to chief executive in August ...
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