The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexp...

Some 80% of retirees say they are already negatively feeling the impact of inflation and the majority are concerned it will mean they run out of money, according to Chall...

Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed. ...

A Victoria-based licensee has reported the highest volume of adviser growth since the start of the year, according to Wealth Data....

The chief executive of an advice financial technology firm is to step down after two years. ...

Former ASIC commissioner, Cathie Armour, has taken up a board role at Cboe, her first since departing the regulator last year, as director David Trude departs after 11 ye...

ASIC is to receive an extra $4.3 million from the government to crack down on businesses making misleading sustainability claims as part of plans for an Australian Sustai...

While REITs are well positioned for an environment of elevated inflation and low growth, office spaces could face double headwinds with rate hikes and the adoption of hyb...

Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship...

Magellan has warned a black swan event ‘cannot be ruled out’ given the current banking crisis but reassured investors in its $7.2 billion Global fund that it has minimal ...

ASIC has released the pass data for candidates who sat the February financial advice exam. ...

A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms....

Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness....

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein....

CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business....

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November....

Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones. ...

The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range. ...

The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform....

Pengana Capital has announced board changes as non-executive director Warwick Negus takes up a role as chairman of the Bank of Queensland....