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The Reserve Bank of Australia defied hold expectations in June, surprising market participants by raising the interest rate further to 4.1 per cent in its continued battl...

Funds management • 7 June 2023

Advisory firms are the only part of the investment value chain to escape fee pressure over the last five years in the face of shrinking margins and rising costs, accordin...

Financial planning • 7 June 2023

A former chief executive of the Financial Services Council has been named as the next chair of Ignition Advice, succeeding Peter Meurer....

People & Products • 7 June 2023

The Financial Services Council has updated its design and distribution obligations template for fund managers in line with concerns raised by ASIC about the initial regim...

Funds management • 8 June 2023

A director has been charged for misleading clients into investing $2.5 million into business ventures he controlled and carrying on an unlicensed financial services busin...

Financial planning • 8 June 2023

Intelliflo chief executive, Nick Eatock, has discussed the firm’s official launch into the Australian market and why his experience in the UK means he is hopeful adviser ...

Financial planning • 8 June 2023

Being able to offer attractive retirement income products will be essential for advisers in coming years if they want to attract and retain clients. ...

Financial planning • 8 June 2023

EXCLUSIVE As clients increasingly seek sustainability-related products and funds, advisers who recommend them could eventually fall under the greenwashing purview of regu...

Financial planning • 8 June 2023

AMP is selling its SuperConcepts self-managed superannuation fund admin and software business with 500 employees to transfer out of AMP. ...

People & Products • 8 June 2023

In this episode of Relative Return, host James Mitchell chats to Nick Eatock, chief executive of Intelliflo. The pair discuss Intelliflo’s move into the Australian market...

Editorial • 8 June 2023

An unlicensed financial adviser, Monica Kaur, has been permanently restrained from carrying on a financial business and her unregistered managed investment has wound up b...

Financial planning • 8 June 2023

New analysis from Wealth Data has revealed that some 175 advisers have been affected by disciplinary actions over the last nine years....

Financial planning • 8 June 2023

The Australian Small Cap Equity fund finalists have expressed their investment outlooks in the lead-up to the Fund Manager of the Year Awards....

Funds management • 9 June 2023

Female self-managed super fund members are more likely to seek the guidance of a financial adviser according to the latest data from the Vanguard/Investment Trends SMSF R...

SMSF • 9 June 2023

The first week of the Insignia Financial class action case has seen allegations of misconduct, insider trading, front running and failure to manage conflicts of interest....

Financial planning • 9 June 2023

Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....

People & Products • 9 June 2023

The former operations head at BBY, which collapsed in 2015 in Australia’s largest stockbroking failure since the GFC, has been sentenced after pleading guilty to three co...

Policy & Regulation • 9 June 2023

A panel of industry experts believe there is a role for banks to play in providing advice but are expectant of the Quality of Advice review‘s recommendations focusing on ...

Financial planning • 9 June 2023

Fundamental Media, media agency for the Fund Manager of the Year awards, has been awarded a prestigious prize at this year’s MAX Awards....

Funds management • 12 June 2023

The rise of artificial intelligence companies has the potential to trigger another dot-com boom, according to a fund management group, but it could look very different to...

Funds management • 12 June 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 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