Priority Advisory Group, Wise Planners mergeBY KARREN VERGARA | WEDNESDAY, 13 SEP 2023 12:30PMTwo financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Related News |
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'Easy peasy, done': Senate rips Equity Trustees' checklist governance
|A Senate committee tore into Equity Trustees' governance at a hearing today, with one senator calling its approach to onboarding Shield and First Guardian a "checklist model", a characterisation the trustee rejected.
ASIC zeroes in on recurring compliance breaches
|ASIC has warned financial advice licensees to address lapses in reference checking, professional indemnity insurance and superannuation advice practices in an update released this week.
First-mover costs stifle digital finance: report
|Despite Australia boasting the technology and institutional capabilities for digital finance, several factors, including high barriers to first-movers, are derailing growth.
Brookfield wins US$1bn mandate from Nuclear Liabilities Fund
Brookfield Asset Management has secured an initial US$1 billion mandate from the UK's Nuclear Liabilities Fund to manage a multi-asset portfolio.
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When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
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Digital assets and where they stand in 2026
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Rethinking default design in a changing market environment
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Sarah Shaw
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4D INFRASTRUCTURE
4D INFRASTRUCTURE
It wasn't confidence that prompted Sarah Shaw to walk away from established investment houses and co-found 4D Infrastructure in 2015. It was something she believes is far more important: courage. By Vinny Vucago.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
