The latest Financial Adviser exam has generated a pass rate of 71.6% with 209 people passing bringing the total number of passes to 20,923.
AZ NGA has further expanded its presence in regional New South Wales after inking a new partnership deal with Back to Back Financial Planners.
The FAAA has marked three years since the AFA and the FPA merged to create a unified professional body representing Australian advisers.
ClearBridge Investments’ Shane Hurst says infrastructure sector offers investors a haven amid market turmoil sparked by the Iran conflict.
Janus Henderson’s Emma Lawson says RBA could be forced to raise interest rates more than expected into 2027 if inflation remains elevated.
The ongoing conflict in the Middle East is continuing fuel strong flows towards gold ETFs despite the recent liquidity-drive sell-off.
Russell Investments’ retail and wealth FUM in Australia expands to approximately A$11 billion after the acquisition of Zurich’s IM business.
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The FAAA and Chant West have launched a new certification for super funds to determine how they support the delivery of financial advice.
The ongoing Shield and First Guardian fallout has driven a surge in both awareness and popularity of the self-licensed advice model.
Capstone Financial Planning has launched CapBack Licensee Solutions to deliver backoffice support services for self-licensed advice businesses.
Fiducian has acknowledged the licensing conditions imposed by APRA with a reminder that its governance stopped Shield and First Guardian.
HESTA has renewed its call for funds to be empowered to transition members to retirement phase products unless members specifically opt-out.
Fiducian subsidiary Fiducian Investment Management will pay a $7.3m penalty over action launched by ASIC over ESG claims.
LaSalle Investment Management’s Paul Meierdierck says the long-term outlook for REIT investors remains compelling despite Iran uncertainty.
Global investment bank Barclays has looked to cool the rhetoric around private credit saying issues have been ‘over-sensationalised’.
Private markets managed portfolios have delivered financial advisers some comfort about investing in a sometimes complex area.
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