Court details show the extent of an ‘advice model’ run by United Global Capital (UGC) that justified its winding up earlier this month. UGC and the associated Global Capital Property Fund (GCPF) was ...

AstuteWheel has rebuilt its platform and brought its development team in-house to better adapt to industry changes. The financial planning software helps advisers to improve their client experience ...

The regulator has cancelled the Australian financial services licence (AFSL) and credit licence of Ultiqa Lifestyle Promotions Limited. Ultiqa Lifestyle Promotions, which is in liquidation, has seen ...

Clime Investment Management expects to see $1 million reduction in operating costs as a result of a cut in board and leadership costs. Earlier this month, three non-executives of Clime IM – Andrew ...

Pinnacle’s new UK-based affiliate has passed another milestone in its presence in Australia with its first research rating from Zenith Investment Partners. Life Cycle Investment Partners was set up in ...

Digital advice platform Otivo’s Paul Feeney has detailed how its partnership with Colonial First State (CFS) is expanding the accessibility of advice in Australia. Last week, CFS announced the ...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to ...

Under new guidance, financial advisers who opt to use artificial intelligence (AI) to provide advice must be able to demonstrate to clients how they reached their decisions and why that option was ...

A concerted effort by Generation Life to target financial advisers has paid off as the firm reports record inflows for the September quarter. In its results for the first quarter of FY25, the firm ...

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to ...

Perpetual’s new chief executive Bernard Reilly has told shareholders how he hopes to turnaround the firm’s asset management division. Reilly joined the firm in September from his role at ...

Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed. Mahadeea joined financial planning ...