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There are “alarming” signs that retail investors are dismissing market movements in the hope of chasing short-term returns, according to Wealth Within....

Funds management • 12 July 2022

Today is the final day for candidates who need to pass by 1 October to register for the last sittings of the financial adviser exam....

Financial planning • 12 July 2022

After starting 2022 in a resilient place, Australian equity funds were propping up the bottom of the performance tables last month....

Funds management • 12 July 2022

More regulation and education requirements “does not make the dishonest honest”, according to an adviser, with the adviser exodus leaving investors at risk of guidance fr...

Financial planning • 12 July 2022

A Victorian authorised representative has been charged with engaging in dishonest conduct in the course of carrying on a financial services business and providing unlicen...

Policy & Regulation • 12 July 2022

Link Group technology will power a new product launched by US-based Financial Coaches Network aimed at making client engagement more efficient and more effective in suppo...

People & Products • 13 July 2022

The listed biotech sector has had a significant sell-off over the past year but innovations still abound, leading investors to ask whether it is time to get back into the...

Funds management • 13 July 2022

Colonial First State has appointed Jonathan Armitage as chief investment officer, replacing Scott Tulley who leaves the firm after three decades....

People & Products • 13 July 2022

The Financial Services Council has developed a ‘proposed personal advice framework’ where all advice is termed ‘personal advice’, Letters of Advice are introduced and the...

Financial planning • 13 July 2022

The level of value consumers place on different areas of advice has been laid out in a university study, indicating a disconnect between advisers’ and consumers’ percepti...

Financial planning • 13 July 2022

Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia,...

Funds management • 14 July 2022

Twitter’s actions in holding Elon Musk to account “cannot be faulted”, according to Forager, which holds exposure to the stock in its International Shares fund....

Funds management • 14 July 2022

Inflows to Australian equity exchange traded funds rose 57% quarter-on-quarter to $1.7 billion in Q2, according to Vanguard, as investors sought familiar domestic names i...

Funds management • 14 July 2022

Magellan has terminated its retirement income-focused FuturePay strategy, effective from 20 July, just over a year after launching it....

Funds management • 14 July 2022

Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a c...

People & Products • 14 July 2022

Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...

Financial planning • 14 July 2022

Insight Investment has described how retail investors and their advisers can help to smooth returns and maximise certainty in an uncertain market environment....

Funds management • 15 July 2022

Fidelity’s Andrew McCaffery offers a glimpse into the major issues that could move markets over the coming months and how the investment house is positioned for them....

Funds management • 15 July 2022

Netwealth’s funds under administration has increased by $8.5 billion to $55.7 billion in the 2022 financial year, according to its June 2022 quarterly update....

Funds management • 15 July 2022

The opportunities in markets are less “mouth-watering” than people expect, according to Platinum, which is leading its flagship International fund to hold almost a quarte...

Funds management • 15 July 2022
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 weeks 3 days ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

4 weeks ago

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

2 weeks 2 days ago