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The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....

Financial planning • 27 January 2023

A quarterly analysis of Australian equity funds found those with responsible investment principles were outperformed by those holding energy and materials stocks. ...

Funds management • 27 January 2023

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...

Financial planning • 27 January 2023

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. ...

People & Products • 27 January 2023

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....

Funds management • 30 January 2023

The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...

People & Products • 30 January 2023

MLC Life Insurance has appointed David Stephen to the board of MLC Ltd as an independent non-executive director. ...

People & Products • 30 January 2023

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....

Funds management • 30 January 2023

Catriona Lowe has joined the Australian Competition & Consumer Commission as deputy chair, taking over from Delia Rickard....

People & Products • 30 January 2023

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...

People & Products • 30 January 2023

Former APRA board member and MLC Superannuation and Investment chief executive, Geoff Summerhayes, has taken over as chair of Zurich Financial Services Australia. ...

People & Products • 30 January 2023

Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....

Financial planning • 30 January 2023

A Gold Coast director who leased an automated foreign exchange trading robot has been banned from providing financial services for four years. ...

Financial planning • 30 January 2023

Michelle Lopez, head of Australian equities at abrdn, has departed the firm after 18 years....

People & Products • 31 January 2023

Brisbane-based wealth practice, Patman Planning Group, has partnered with Activus Investment Advisors to launch its separately managed accounts on the HUB24 platform. ...

People & Products • 31 January 2023

A State Street Global Advisors survey found Australian investors held a more positive outlook for the next 12 months compared to global peers....

Financial planning • 31 January 2023

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...

Financial planning • 31 January 2023

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. ...

Financial planning • 31 January 2023

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. ...

Tools & guides • 31 January 2023

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...

SMSF • 31 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