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Dwindling numbers of Australian advisers is a major concern, but BT Financial chief executive Matt Rady says the thriving UK market gives him hope that Australia can attr...

Financial planning • 24 April 2023

The Joint Associations Working Group has urged the government to enact several of the Quality of Advice recommendations quickly while it awaits the final decision....

Financial planning • 24 April 2023

Is it “too early” to call an end to the banking crisis amid uncertainty in the commercial property space, threatening to undermine the viability of highly exposed institu...

Funds management • 26 April 2023

Due to the nation’s sensitivity to the global economy, Australia could be leading Western central banks in the race against inflation....

Funds management • 26 April 2023

As the global economy moves toward a decarbonised world, large-scale utilities will be driving the move towards net zero, according to two infrastructure fund managers. ...

Funds management • 26 April 2023

Long delays encountered by candidates sitting the financial adviser exam online are the result of “users’ system issues”, according to ASIC....

Financial planning • 26 April 2023

A former Sunshine Coast adviser has been sentenced after pleading guilty to nine counts of fraud totalling $625k by withdrawing funds without authorisation from his clien...

Financial planning • 26 April 2023

The Australian Bureau of Statistics has revealed the latest CPI inflation figure for the March quarter of 2023 and whether it has fallen from last quarter’s 30-year high....

Funds management • 26 April 2023

With the recent spate of data breaches now extending to the financial services industry, AFSLs are racing to ensure that their information management procedures are up to...

Expert Analysis • 27 April 2023

Two senior executives have been appointed to lead BetaShares’ distribution and client service efforts across Western Australia, Tasmania, South Australia, and Victoria. ...

People & Products • 27 April 2023

TAL will deliver a learning program focused on the Code of Ethics that will count towards advisers’ CPD requirements, as part of its ‘Ethics Month’. ...

Financial planning • 27 April 2023

AIA Australia has taken the next step in its pursuit of healthier, longer, better lives for all Australians, launching the new Priority Protection Healthier Life Reward....

Life/Risk • 27 April 2023

The Federal Court has ordered Michael Dunjey’s Ascent Investment and Coaching Pty Ltd and its unregistered managed investment scheme, which owe $149 million to clients, b...

Financial planning • 27 April 2023

The Treasurer has confirmed inflation has “passed its peak”, as data shows CPI inflation fell in the 12 months to the March quarter....

Funds management • 27 April 2023

Insignia has announced it has changed the naming conventions used to describe its adviser channels, now divided into professional services, self-employed, and self-licens...

Financial planning • 27 April 2023

Financial planner, Gavin Fineff, used his position as a trusted adviser to swindle a dozen victims and feed an insatiable gambling addiction that ultimately landed him in...

Financial planning • 27 April 2023

In this episode, Momentum Media’s managing editor of financial services, Phil Tarrant, sits down with senior journalist and host, James Mitchell, to discuss the vision of...

Editorial • 27 April 2023

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...

Funds management • 28 April 2023

Hostplus and Industry Fund Services are the latest sign-ups to Iress’ new tool that combines digital advice with personalised financial education based on member demograp...

People & Products • 28 April 2023

A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group. ...

People & Products • 28 April 2023
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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 3 weeks ago

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

1 week 3 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 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago