In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Shane Oliver, chief economist at AMP, to break down what’s happening with the ...

Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic. The firm has welcomed Thomas Tolevski as national director and ...

ASIC has cancelled a Sydney AFSL for failing to pay an AFCA determination which was then paid by the Compensation Scheme of Last Resort (CSLR). DOD Bookkeeping of Parramatta, NSW, which is in ...

Maria Lykouras is set to exit JBWere after more than two years as chief executive. Wealth manager JBWere manages around $49.6 billion in funds under management, with over $60 billion in assets under ...

Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results as it announces corrective actions to return the firm to profitability. At its annual general ...

Having sold Madison Financial Group to Infocus earlier this year, Clime has now opened a new financial advice licensee. The Australian financial services licensee (AFSL) – named Clime Advice – ...

Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week. In November 2023, Iress and Business Health launched the ...

The growing use of drones is transforming warfare. Though their use on the battlefield dates back as far as World War I, recent conflicts, along with technological advancements and declining prices, ...

In an environment of M&A, CA ANZ has stated any company looking to acquire an advice firm should be prepared to bear responsibility for any compensation to aggrieved clients. In its submission to the ...

Licensees are being urged to write clear AI policies for their practices as soon as possible as the technology is mooted as the solution to closing the advice gap. Last week, Insignia stated it is ...

The Financial Services and Credit Panel (FSCP) has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.

As investors seek to diversify their portfolios, the naming of bond labels has broadened out to include green, social and impact bonds. The annual Responsible Investment Benchmark Report, conducted by ...