Court details show the extent of an ‘advice model’ run by United Global Capital (UGC) that justified its winding up earlier this month. UGC and the associated Global Capital Property Fund (GCPF) was ...

Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith Investment Partners. Life Cycle Investment Partners was set up in ...

Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division. Reilly joined the firm in September from his role at ...

AstuteWheel has rebuilt its platform and brought its development team in-house to better adapt to industry changes. The financial planning software helps advisers to improve their client experience ...

Insignia Financial staff are to trial a four-day work week among multiple benefits agreed through a new enterprise agreement. The licensee said it “acknowledges that a four-day working week is an ...

Magellan and Hyperion are among 11 new entrants in the Responsible Investment Association Australasia’s (RIAA) list of responsible investment leaders for 2024. Some 61 Australian asset managers were ...

Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs. Earlier this month, three non-executives of Clime IM – Andrew ...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to ...

The regulator has cancelled the Australian financial services licence (AFSL) and credit licence of Ultiqa Lifestyle Promotions Limited. Ultiqa Lifestyle Promotions, which is in liquidation, has seen ...

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive. Ahead of the Women in Finance Summit 2024, the Finance ...

Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter. The research house found that between 1 July to 30 September 2024, there was a net rise of 159 ...

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers. The service will gather and store the client information ...