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| | | ... balancing risks in a complex environment," he said. "The boards and management are aligned in ensuring future assessments show continuous improvement and not simply remedial action. Our focus remains on achieving meaningful progress while safeguarding ... |
| | | | The Financial Advice Association Australia (FAAA) has named the finalists in its annual awards program, including Adviser of the Year. The awards acknowledge members who are committed to delivering the highest standards of trusted and professional advice ... |
| | | | The monthly Consumer Price Index (CPI) indicator rose 3% in the 12 months to August, according to the Australian Bureau of Statistics (ABS). "The 3% annual CPI inflation to August was up from 2.8% to July, making this the highest annual inflation rate ... |
| | | | ... start of 2024. One investor lost $750,000, while another lost $200,000 in life savings. "Bank records from GIM investors show they paid large sums, sometimes hundreds of thousands of dollars each, to company bank accounts between October 2024 and January ... |
| | | | The number of self-managed super funds (SMSF) has grown on the back of increased participation by younger Australians despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs ... |
| | | | ... women feel confident, versus over half of separated/divorced men, compounding gendered differences. Jobseekers in their 40s show the deepest concerns of financial security in their retirement with only one in 10 indicating feelings of confidence. This ... |
| | | | Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ... |
| | | | LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ... |
| | | | ASIC has released the interim report from its review into the nation's $200 billion private credit market, which it says could pose a systemic risk to many investors if a downturn were to occur. The review has so far found that while most investors ... |
| | | | ... and impact. "These changes - from $1/month portfolios, to fee-free kids' investing, crypto themes, and lifetime rewards - show our commitment to levelling the playing field for everyday Australians," Brycki continued. "By 2035, our goal is to help a ... |
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