He has joined the firm as head of sales – Australia, where he will be responsible for leading the firm’s sales operations across the country. Sparks was previously the head of distribution and ...

Women are more likely than men to consider investment advice from artificial intelligence (AI), partly as it lacks gender biases presented by human advisers, according to a research paper. The paper, ...

Sherlock Wealth has announced it is now operating under its own Australian Financial Services Licence (AFSL). The North Sydney-based financial advice firm is now an authorised representative of ...

Netwealth has seen a $7.4 billion rise in funds under administration (FUA) over the September quarter, its highest-ever quarterly growth. Netwealth confirmed that its FUA as at 30 September 2024 ...

As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year. Earlier this week, the financial ...

Commentators have discussed whether licensees are providing enough value and support to their advisers for the high price tag, prompting some to consider the self-licensing route. In the world of ...

Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards. The Super Fund of the Year Awards is an unparalleled program ...

A licensing head is hopeful that the upcoming legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burden currently. Changes to ...

John Hazell was an authorised representative of Richmond Partners Pty in Sydney from 1 March 2018 to 16 May 2024. He had previously been registered with the Tax Practitioners Board (TPB) as a tax ...

Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based team, alongside several financial adviser appointments. The financial advice firm has appointed Chris ...

Betashares and Global X have launched two respective exchange-traded funds (ETFs) focused on the defence and security sectors. Betashares announced the launch of its Global Defence ETF (ASX: ARMR) on ...

Clime Investment Management has announced that three of its non-executive directors have resigned from the company. In an ASX statement, the fund management firm said it has received resignations from ...