ASIC has banned a former AFSL director after he failed to adequately address fees-for-no-service conduct by one of his firm’s representatives. Brendan Rodwell was a director at Crown Wealth Group, but ...

Welcome to the latest edition of the Money Management Portfolio Construction Guide, where we explore and demystify five essential asset classes for financial advisers. In this edition, we take a deep ...

Financial advice group Wealth Architects has seen a global insurance platform acquire a majority shareholding, the latest in overseas interest in Australian financial advice. The firm, which is led by ...

Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth (KPW), while Ord Minnett has hired a private wealth adviser from Morgan Stanley. Kennedy is described as an independent, ...

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 ...

Australia’s largest advice licensee Entireti has acquired licensee solution provider IOOF Alliances from Insignia. This will merge IOOF Alliances with existing Jigsaw Advice Solutions, which it ...

Pengana Capital Group has welcomed two senior executives to lead its recently launched private credit business. Nehemiah Richardson was named Pengana Credit’s managing director and chief executive, ...

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 ...

AMP has completed its sale of SuperConcepts to private equity firm Pemba Capital Partners. The firm entered into an agreement with AMP in early June for the self-managed super fund (SMSF) admin and ...

E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally. The firm announced that Hill ...

Wealth Architects has announced two further acquisitions as it continues its path into regional Australia and branches out into life insurance. The Brisbane-based firm says it is targeting a projected ...

Ausbil has launched its first active ETF in response to adviser demand for a dual-access product offering regular monthly income. The Ausbil Active Dividend Income Fund – Active ETF (DIVI) holds ...