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With recent data finding female advisers represent just 23% of total advisers, Wealth Data has revealed which advice models attract the most women. ...

Financial planning • 10 March 2023

The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment....

Financial planning • 10 March 2023

Australians impacted by misconduct in the financial advice space have received just under $5 billion in compensation from six of the largest banking and financials servic...

Financial planning • 10 March 2023

The health and wellbeing specialist bolstered its investment into financial advice with a newly formed managerial team in its Retail Distribution business....

People & Products • 13 March 2023

A survey of 55 ASX-listed companies across various sectors and market cap sizes has explored their key ESG priorities in the last year....

Financial planning • 13 March 2023

Women are utilising exchange traded funds to build diversified and cost-effective investment strategies, which could lead to greater gender parity, says BetaShares....

Funds management • 13 March 2023

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice...

Financial planning • 13 March 2023

Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk preferences of their clients and how th...

People & Products • 13 March 2023

A survey of 18 global markets has found Australian women are more likely to seek help to manage their money than those in Germany, Great Britain, and the US....

Financial planning • 13 March 2023

The Federal Reserve has stepped in to guarantee deposits impacted by the second largest banking collapse in US history, which has rattled financial markets. ...

Funds management • 13 March 2023

The former policy and advocacy head at the FPA has announced he will be joining the Council of Australian Life Insurers' executive team....

People & Products • 13 March 2023

Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians...

Editorial • 14 March 2023

The wealth management group has hired two new advisers, Steven Marino and Dylan Viney, to its expanding private wealth business. ...

People & Products • 14 March 2023

One advice firm is trialling a unique initiative to improve employee wellbeing and productivity, costing $1.9 million annually....

Financial planning • 14 March 2023

Off-label usage of a controversial diabetes drug has been beneficial for Munro Partners’ Global Growth fund with the firm expecting this type of medication to become the ...

Funds management • 14 March 2023

ESG investing will swing from a “nice to have” to a must-have this year as the Government pursues a regulatory approach, the association said....

Funds management • 14 March 2023

The portfolios would give advisers access to highly-rated managed funds and ETFs across a suite of six risk profiles. ...

Financial planning • 15 March 2023

The Australian ETF industry’s FUM increased by $1.3 billion in February with investors opting for ETFs focused on domestic equities. ...

Funds management • 15 March 2023

The ethical investment manager has welcomed a chief investment officer, a deputy chief investment officer, and head of impact and ethics. ...

People & Products • 15 March 2023

A financial services lawyer has raised questions about the managed investment scheme review focusing so heavily on the real estate asset class. ...

Policy & Regulation • 15 March 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 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days 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 2 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 ago