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According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....

Financial planning • 13 January 2023

ASIC has clarified why the cost of sitting the financial adviser exam has increased by more than 50% this year to $1,500....

Financial planning • 13 January 2023

The closure of BlackRock’s Australian ‘high conviction’ fund range is among a series of confirmed changes to the global investment manager’s Australian equities business....

People & Products • 13 January 2023

Amid numerous global events and policy developments, the responsible investment industry should be looking to steady the ship in the coming year....

Funds management • 16 January 2023

According to BetaShares, the ETF industry will bounce back in 2023 after a year of market decline....

Funds management • 16 January 2023

Munro Partners is awaiting a downward movement in earnings estimates before it puts cash in its Global Growth fund back to work but is concerned the market is failing to ...

Funds management • 16 January 2023

2022 certainly was turbulent, writes Monik Kotecha, but some things don’t change, no matter how wild the ride....

Expert Analysis • 16 January 2023

A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....

Financial planning • 16 January 2023

Adviser losses have dramatically slowed this year compared to the start of 2022 when there was a net loss of more than 1,700 advisers. ...

Financial planning • 16 January 2023

Elizabeth Ninness, previously an executive consultant with NAB, will take on the role of chief operating officer at Talaria....

People & Products • 16 January 2023

A former Adelaide financial adviser has been sentenced for two counts of falsifying company books, having previously been charged last June. ...

Financial planning • 16 January 2023

Global advisory business WTW has merged its Asia and Australasia businesses to create one Asia Pacific region, led by Simon Weaver. ...

People & Products • 17 January 2023

The rising oil price is unlikely to change Australian Ethical’s view of fossil fuels but the company is not shunning all types of energy exposure....

Funds management • 17 January 2023

Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Mapl...

Funds management • 17 January 2023

A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry....

Financial planning • 17 January 2023

With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...

Financial planning • 17 January 2023

The corporate regulator has confirmed the looming departure of a commissioner, set to join global investment management company Vanguard....

People & Products • 17 January 2023

CFA Societies Australia is urging asset managers to adopt its voluntary global ESG disclosure standards in a step towards uniformity and transparency for investors....

Policy & Regulation • 18 January 2023

Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business....

People & Products • 18 January 2023

BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...

Financial planning • 18 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