1+ day, 37+ min ago  (367+ words) ETF Shares is to launch two commodity-focused ETFs following investor demand, expanding its product range to five ETFs. From 29 April, it will list a Global Lithium Miners ETF (VOLT) and Global Pure Play Copper Miners ETF (CPPR) on the ASX....

1+ day, 9+ hour ago  (354+ words) While the next generation prepares to up their involvement in family office operations, global research showsa severelackof preparation forwhen founders eventually hand over the reins. The study by global asset servicer Ocoriancovering 16 countries and200interviews withpeople in the family office sector, including…...

2+ day, 3+ hour ago  (379+ words) Generation Development Group (GDG) has detailed to shareholders how it suffered a cyber incident on subsidiary Generation Life. The firm said it is "responding to a contained cyber incident involving unauthorised access to a limited part of its network. In…...

2+ day, 8+ hour ago  (887+ words) While in-person meetings were the rule 10 years ago, advisers are opting for a virtual existence in the post-COVID era, allowing them to'operate'with more flexibility and reduce operating costs.' Prior to 2020 and COVID lockdowns forced business to adapt to online operating'and…...

2+ day, 8+ hour ago  (419+ words) Founded in 2001 and based in Brisbane's CBD, Capital is a family wealth specialist firm'with three financial planners'and three client service officers, with'co-founders Michael and Claire'Kennedy leading the firm as managing partner and chief financial officer, respectively.' As part of the…...

2+ week, 2+ day ago  (389+ words) ASIC has permanently banned a second adviser related to Venture Egg where'clients were advised to'roll over their superannuation into Shield and First Guardian products.' In its second ban related to a Venture Egg adviser, ASIC has permanently banned'Papapavlou'from any'involvement in…...

5+ day, 8+ hour ago  (712+ words) As the advice industry reaches an inflection point in M&A and consolidation in its search for scale, research suggests that using the old "growth for growth's sake' strategy will only increase complexity and damage profit margins." The practice landscape…...

5+ day, 4+ hour ago  (401+ words) The Financial Services and Credit Panel (FSCP) has reprimanded a relevant provider for'failing to comply'with their annual advice review obligations.' These clients had agreed to'pay fees for annual advice reviews to be conducted'within the 12-month review period relevant for each…...

5+ day, 9+ hour ago  (209+ words) Wealth technology companies make up 21 per cent of fintech firms in Australia, it said, including almost 200 firms in'roboadvice, superannuation,'investment'and personal finance.' The WPWG will cover a range of key policy areas affecting wealth tech businesses, including:' "The'launch of the…...

5+ day, 9+ hour ago  (887+ words) Annuities are being re-evaluated by advisers as retirement income pressures intensify, acting as a complement to traditional portfolio construction methods which are under pressure in volatile markets." Allianz Retire+s chief distribution and marketing officer, Catherine van der Veen, said…...