ASIC has confirmed the industry funding levy for the 2024–25 financial year and how much licensees can expect to pay. According to its annual Cost Recovery Implementation Statement (CRIS), ASIC said ...

Justice Horan said Fuoco’s conduct was the ‘most serious incident of contempt of court in recent years’ and that his actions ‘amounted to a premediated, persistent and wilful defiance’ of the Court’s ...

At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

Held over one day, the summit will bring together senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments – from private equity and real ...

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 ...

“The largest single group of workers affected 27 roles in marketing, communications, digital, and brand and content teams have been slated to be made redundant with work to be done by a partner, but ...

Namely, JANA confirmed four promotions and role transitions. Matthew Gadsden, who is a senior consultant and head of JANA’s global equities research team, has been appointed to the newly created head ...

“For many high-net-worth investors, a 10–20 per cent illiquidity bucket may be appropriate given their wealth, income and cash flow needs. Once the adviser has determined the illiquidity bucket, they ...

The acquisition of Mason Stevens by Adamantem Capital has reached completion, as the wealth platform looks to ramp up its growth strategy. It was first announced last December that Sydney-based ...

Earlier this year, JANA announced it had been chosen as the investment adviser for national financial advice firm Alteris Financial Group. Alteris has funds under advice of $1.8 billion, with offices ...

Former Ophir Asset Management chief executive, George Chirakis, has joined private equity manager Scarcity Partners. Chirakis worked as CEO at Ophir for almost six years, having joined in February ...

An artificial intelligence (AI) service designed to optimise the financial planning documentation process has been launched by a former adviser. Paradino was founded by Alex Gassner as a way for ...