|An ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice.|
|Since introducing subscription-based pricing at the end of March, Charles Schwab's Intelligent Portfolios Premium has added US $1 billion in new assets under management.|
|HUB24 has partnered with a fund manager with more than $2 billion in assets under a managed account structure to launch a new SMA solution.|
|Less than a third of the financial advisers surveyed in Financial Standard's spot poll found the inaugural FASEA exam questions difficult, while the majority said it was reasonable.|
|The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low.|
|A former financial adviser who used $5 million in client funds to prop up his own business, pay off his credit cards and gamble has been jailed.|
|Known for his unwavering support of financial advisers, respected business development veteran Ron Grima passed away on July 2 after a short battle with motor neurone disease.|
|Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years.|
|Two Sydney-based boutique financial advice firms have merged operations.|
|Shadforth Financial Group has signed a new partner to provide third-party clearing and settlement services.|
A new superannuation fund hoping to bridge the retirement savings gap will launch with the hope of disrupting the system that has disadvantaged women.
The general manager of superannuation and retirement solutions at a $57 billion industry fund has resigned, with the hunt commencing for a replacement.
Praemium saw funds under administration hit $16.1 billion over the last financial year, thanks largely to its off-platform managed accounts service.
OnePath has moved to enhance the abilities of financial advisers using its OneView Life client management portal.
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