The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....
A quarterly analysis of Australian equity funds found those with responsible investment principles were outperformed by those holding energy and materials stocks. ...
Over a third of Australians say they have minimal confidence in their retirement preparations and 64% say they would like to receive advice from their superannuation fund...
Jeff Morris, who blew the whistle on Commonwealth Bank’s financial planning malpractice in 2008, has been awarded a Medal of the Order of Australia. ...
BetaShares has revealed that ETFs themed around ethical, responsible and sustainability concerns held $9.2 billion in funds under management (FUM) at the end of 2022....
The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...
MLC Life Insurance has appointed David Stephen to the board of MLC Ltd as an independent non-executive director. ...
The underperformance of the Magellan Infrastructure fund was significantly driven by the portfolio’s lack of investment in oil-related firms, according to its manager....
Catriona Lowe has joined the Australian Competition & Consumer Commission as deputy chair, taking over from Delia Rickard....
HLB Mann Judd research has found IPOs raised just over $1 billion in 2022, compared to $12.3 billion in the previous year, with market uncertainty likely to dent activity...
Former APRA board member and MLC Superannuation and Investment chief executive, Geoff Summerhayes, has taken over as chair of Zurich Financial Services Australia. ...
Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....
A Gold Coast director who leased an automated foreign exchange trading robot has been banned from providing financial services for four years. ...
Michelle Lopez, head of Australian equities at abrdn, has departed the firm after 18 years....
Brisbane-based wealth practice, Patman Planning Group, has partnered with Activus Investment Advisors to launch its separately managed accounts on the HUB24 platform. ...
A State Street Global Advisors survey found Australian investors held a more positive outlook for the next 12 months compared to global peers....
As the financial advice industry awaits the Government’s response to the Quality of Advice Review, Ignition Advice is hoping for a proper reset of the rules around digita...
There were over 350 new entrants who came on board during 2022, according to Wealth Data, as the industry seeks to grow to counter the adviser exodus. ...
When entering paid employment, it’s not long before we are told that we’ll need to lodge a tax return but there are times when a person will be excepted. ...
The corporate regulator has taken action against hundreds of self-managed super fund auditors after they reportedly failed to meet compliance standards over several years...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...