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Licensees will need to ensure their advisers’ Financial Adviser Register record states if they can provide tax (financial) advice by 1 February, 2023. ...

Financial planning • 9 January 2023

The order for Vasco’s Pivotal Diversified Fund stemmed from concerns regarding the deficiencies in the target market determination of the fund. ...

Funds management • 9 January 2023

Despite a tumultuous year for equity markets, GQG has ended the year at nearly 96% of the level of funds under management at which it began....

Funds management • 10 January 2023

AMP and Dexus Funds Management have engaged in discussions regarding an alternative transaction structure for Dexus’ acquisition of Collimate Capital’s real estate and do...

Funds management • 10 January 2023

Pinnacle Investment Management has announced the size of its performance fees for the six months to 31 December, having previously warned they could be less than $1 milli...

Funds management • 10 January 2023

Enrolments for the first financial adviser exam of 2023 open today with licensees applying for a new adviser urged to act quickly....

Financial planning • 10 January 2023

Justice Sarah Derrington, who led the Australian Law Reform Commission’s review into financial services legislation, is to depart after five years. ...

People & Products • 10 January 2023

KPMG has released their annual ‘Keeping us up at night’ report, highlighting the five most-pressing issues facing business leaders in 2023....

People & Products • 11 January 2023

Former global head of financial planning and analysis, James Raby, will take over as BlackRock’s head of wealth for the Asia Pacific region. ...

People & Products • 11 January 2023

Australia’s upcoming CPI data is expected to reflect an easing of inflationary pressures, according to ING Economics....

Funds management • 11 January 2023

K2 Asset Management has announced a partnership with GAM to manage its long/short Select International Absolute Return fund....

Funds management • 11 January 2023

The Centrelink Home Equity Access Scheme has been identified as a possible advice option for advisers, having previously been thought of as a credit product which require...

Financial planning • 11 January 2023

As the Chinese economy begins to bounce back, experts argue its impact on the domestic and global economy could be significant....

Funds management • 11 January 2023

CPI inflation rose to 7.3% in November, according to latest figures from the Australian Bureau of Statistics....

Financial planning • 11 January 2023

While Australia has been in a generally sweet spot compared to global peers, this could be the year spending declines as interest rate hikes pinch, argue experts. ...

Policy & Regulation • 11 January 2023

The World Bank has slashed its global growth forecasts for 2023 by 1.3% amid rising interest rates, inflationary pressures and ongoing geopolitical issues....

Funds management • 12 January 2023

Data from brokerage platform Selfwealth has revealed the most-popular trading options among various age demographics in the last year....

Funds management • 12 January 2023

The Administrative Appeals Tribunal has upheld a decision by ASIC to cancel the Australian financial services licence of Olive Financial Markets....

Financial planning • 12 January 2023

One adviser may not be the best option for two generations, particularly if the parents are wholesale investors and the children are retail clients....

Financial planning • 12 January 2023

The ASX-listed investment manager has netted multibillion-dollar FUM growth across its global portfolio over the last quarter of its operation as an independent entity. ...

Funds management • 12 January 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

2 months 4 weeks ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 4 days ago