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| | | Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ... |
| | | | The pass rate has surpassed 70% for the first time in a year. In the March exam cycle, 292 sat the exam and 209, or 71.6%, passed the exam. Some 227 (77.7%) sat the exam for the first time. Unsuccessful candidates will receive general feedback on areas ... |
| | | | Digital assets providers will be required to obtain an Australian financial services licence (AFSL) under new legislation. The Corporations Amendment (Digital Assets Framework) Bill 2025, which amends the Corporations Act 2001 and the Australian Securities ... |
| | | | REI Super has welcomed Geoff Peck as its new chair, taking over the helm from Claire Higgins this week. Peck brings more than 40 years' experience across superannuation, insurance and financial services, with expertise in governance, strategy, distribution ... |
| | | | UniSuper head of fixed interest David Colosimo said that while a global recession is not assured, it remains a real possibility given the size of Middle East conflict. "The market is now priced for a meaningful hit to growth and weaker earnings, but ... |
| | | | AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ... |
| | | | "I'm the eldest boy!" This is one of the most quotable quotes from the award-winning television show Succession, and while it is somewhat outdated for parents to leave behind their money, or legacy, to one child due solely to birth order or gender ... |
| | | | APRA has imposed additional licence conditions on Fiducian over concerns the super trustee failed to ensure proper oversight of the investment options made available to members on its platform. The step by the regulator follows a thematic review of ... |
| | | | Muzinich & Co. and AGP Investment Management debuted an actively managed private credit ETF on the ASX today. The Muzinich BDC Income Fund - Active ETF (BDCI) offers exposure to US-listed business development companies (BDCs) operating in the middle-market ... |
| | | | Cbus Property has announced deputy chief executive Chris Kakoufas will officially take on the top job, replacing Adrian Pozzo who is stepping down after 24 years with the business. Cbus Property said Kakoufas is stepping into the position following ... |
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