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A former tax partner at PricewaterhouseCoopers has been de-registered as a tax agent for integrity breaches after disclosing details of confidential law reforms....

Policy & Regulation • 24 January 2023

HUB24 has announced the launch of additional ESG ratings functionality on the platform for selected managed funds and over 350 Australian listed securities....

Policy & Regulation • 24 January 2023

Sequoia has detailed multiple “abnormal items” which have led to the firm cautioning on its short-term performance and considering consolidating its AFS licenses. ...

Financial planning • 24 January 2023

Former CountPlus chief executive, Matthew Rowe, has taken up a new role as chair of an advisory board....

People & Products • 24 January 2023

The ASX-listed asset management firm has announced a number of changes to its board after finalising its acquisition of Pendal Group....

Funds management • 24 January 2023

High numbers of clients are seeking one-off advice, according to Adviser Ratings, with some firms opting to choose them over lower-value recurring clients....

Financial planning • 24 January 2023

Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...

Financial planning • 24 January 2023

Former Goldman Sachs managing director, Andrew Rennie, would bring his 30 years of experience in financial services to his new role as chairman of the AreaWealth board. ...

People & Products • 25 January 2023

The Australian market could see double-digit returns this year compared to a lacklustre 2022, according to Tribeca manager Jun Bei Liu. ...

Funds management • 25 January 2023

Institutional investors plan to increase their exposure to real assets over the coming years, according to new research from Aviva Investors....

Funds management • 25 January 2023

As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...

Policy & Regulation • 25 January 2023

A national recruitment report has revealed the average salaries for a financial planner in each state and how much they can expect to see in payrise when they progress to...

Financial planning • 25 January 2023

Development of an advice software solution is one of two factors that have led AMP to announce impairment charges of $68 million for FY22. ...

Funds management • 25 January 2023

Data from the Australian Bureau of Statistics has shown the latest rise in CPI inflation over the 12 months to December 2022 is the highest since 1990. ...

Financial planning • 25 January 2023

Insignia has exited its 45% stake in JANA as it progresses its simplification and transformation strategy, detailed in its quarterly results....

Financial planning • 25 January 2023

A former Melbourne financial planner has pleaded guilty to three counts of engaging in dishonest conduct regarding SMSFs while running a financial services business. ...

SMSF • 25 January 2023

The fixed income asset class suffered the sharpest decline in fund flows over the course of a turbulent 2022 for investors in Australia, according to the latest Calastone...

Funds management • 26 January 2023

Outsider is no stranger to hearing about obscure job titles but one recent title is even new to him....

Outsider • 27 January 2023

With Lunar New Year taking place in January, Outsider had been expecting to see various Chinese processions and lions taking over Sydney to mark the Year of the Rabbit. ...

Outsider • 27 January 2023

Much has been written about the recent development of AI chatbot ChatGPT which can write stories, answer questions and provide fascinating facts for its users....

Outsider • 27 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