Donald Trump’s presidency has already begun reshaping the corporate and political landscape in the US, with executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean ...
ASIC has announced its first adviser banning of the year with the permanent ban of a Queensland-based former adviser that was sentenced to seven years' imprisonment. The corporate regulator has made ...
Final numbers are in for the 2024 calendar year, showing the financial planning (holistic advice) business model saw the largest growth in terms of new licensees. According to Wealth Data, financial ...
Two financial advice professionals have shared their tips for success when building an effective Professional Year (PY) program as more advisers look to bring on junior staff. The latest financial ...
2024 saw a shift in performance for microcap companies after two consecutive years of challenging conditions. The S&P/ASX Emerging Companies Index has returned an impressive 27.88% (to 31 October).
There has been a “noticeable uptick” in the use of smart beta ETFs by sophisticated investors, according to Betashares. The ETF provider found smart beta ETFs captured $6.6 billion in net flows during ...
Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after back-to-back outflows. In the three months to 31 December 2024, the firm ...
The Australian financial advice industry has risen by more than 20 advisers this week, with nearly half joining WT Financial and Sequoia. Wealth Data recorded an increase of 22 advisers on the ...
New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter. In its results for the three months to 31 December, the firm said funds under ...
Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. In its quarterly results for the three months to 31 December, it said total net ...
Next year there are more reasons than most to start with a fresh perspective when it comes to reshaping investment strategies, writes Dan Farmer. ...