An artificial intelligence (AI) tool designed to shake up traditional financial advice business models has launched to the public. Last November, Money Management covered the announcement of a new AI ...

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Global investment firm Lazard Asset Management has appointed Christopher Hogbin as chief executive, as the current CEO Evan Russo prepares to step down after three years in the role. As he enters the ...

ASIC has filed proceedings in the NSW Supreme Court that claim Fortnum Private Wealth failed to meet its AFSL obligations due to inadequate policies, frameworks, systems and controls in place to deal ...

Intelliflo has been acquired by global investment firm Carlyle for $200 million. The software firm was first acquired by asset manager Invesco in June 2018 but it has now been announced it will sell ...

Further details on the government’s next package of advice reforms have been announced. The advice profession has scored a victory with the government’s latest announcement, allowing licensees to ...

While the profession struggles to keep up with strong demand for service, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is this missing third? In ...

In the latest annual platform report from Investment Trends, Netwealth has claimed the top spot with a satisfaction score of 91.5% for its overall platform functionality. This was followed by HUB24 ...

The shift in scale and consolidation has led to substantial growth in large privately owned licensees, which have tipped past 20 per cent of advisers for the first time to make up 28.3 per cent of the ...

Half a year after Count Financial told its advisers to exit several Metrics Credit Partners funds, research house Lonsec has now downgraded two of these products over governance concerns. The non-bank ...

Superannuation accounts for children carry the built-in asset of time as a valid long-term savings option. However, Sarina Raffo discovers establishing a fund for younger people is no minor ...

Commentators have said Australian fund managers are lacking in-depth knowledge compared with overseas peers when it comes to expanding their range with ETFs and underestimating the competition from ...