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The ASX-listed investment and superannuation platform has recorded a 13.6% decline in its net inflows over its latest reporting period. ...

Funds management • 18 January 2023

The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners. ...

Financial planning • 18 January 2023

“Caution remains the watchword” for investors in a rapidly-evolving market environment, according to senior investment managers. ...

Funds management • 19 January 2023

The wealth management firm has appointed two senior female advisers to join its 94-person investment advisory team in Australia. ...

People & Products • 19 January 2023

Vanguard has significantly increased its expected returns for bond ETFs in 2023 thanks to higher interest rates globally as the asset class sees increased flows....

Funds management • 19 January 2023

Cash levels by fund managers have continued to fall, reaching 5.3% in January, while allocations to US equities have “collapsed” to an 18-year low....

Funds management • 19 January 2023

Two cybersecurity reports have examined how well small and medium-sized businesses are prepared for cyberthreats, warning unprepared firms could fail to recover from an a...

People & Products • 19 January 2023

Assets across emerging markets are set to benefit from a “brighter backdrop” in 2023, building on resilience to global monetary policy tightening, according to BlackRock....

Funds management • 20 January 2023

Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....

Funds management • 20 January 2023

Advisers concerned about possible growth in superannuation funds providing financial advice after the Quality of Advice Review could wait longer than expected, according ...

Financial planning • 20 January 2023

Australians approaching retirement are increasingly interested in using advisers’ services, but it goes beyond just providing financial advice....

Financial planning • 20 January 2023

Boutique fund manager SG Hiscock is to form a strategic partnership with global asset manager abrdn regarding distribution and management of its Australian equity funds....

People & Products • 20 January 2023

Wealth Data has revealed the total number of advisers, and their sectors, who left during 2022. ...

Financial planning • 20 January 2023

Dimensional Australia, the local arm of global asset management firm Dimensional Fund Advisors, has announced the appointment of a new chief executive....

People & Products • 20 January 2023

The investment technology platform welcomes a new head of platform and head of technology....

People & Products • 23 January 2023

Victims and survivors of child sexual abuse could be able to access the superannuation of their offender for unpaid compensation, under two Government proposals....

Superannuation • 23 January 2023

The global asset manager has recorded 4% growth in its total AUM in the three months to 31 December, with positive market movements offsetting subdued inflows and currenc...

Funds management • 23 January 2023

After China surprised markets with a sudden re-opening in late 2022, all eyes remain fixed on how this will play out in global and emerging economies....

Funds management • 23 January 2023

The $7.5 billion Magellan Global fund is exploring increasing its weighting to China as it believes its re-opening will lead the country to be the story of 2023....

Funds management • 23 January 2023

Perpetual has confirmed it has completed the acquisition with Pendal, creating a fund manager with $200 billion in assets under management....

Funds management • 23 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