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According to Zenith Investment Partners, the performance of Aussie equities was stronger than expected due to declining inflation alongside China’s reopening....

Funds management • 30 May 2023

The global wealth management platform has appointed Kirsty Gross as a non-executive director of FNZ Custodians, underpinning FNZ’s expansion goals into the wider Asia-Pac...

People & Products • 30 May 2023

Count has announced the successful acquisition of financial advice business Affinia from TAL, welcoming around 100 advisers to its national community. ...

People & Products • 30 May 2023

Peter Orszag, chief executive of financial advisory since 2019, has been named CEO of Lazard, effective 1 October 2023. ...

People & Products • 30 May 2023

While investors have moved past the idea of ESG as a kind of philanthropic activity, the uncertainty and volatility of markets this year could end up pitting ‘values’ ag...

Editorial • 30 May 2023

ASIC has extended the deadline for registration of financial advisers and shared when it expects the portal to open....

Financial planning • 31 May 2023

Members of AustralianSuper will see reduced insurance costs after a review prompted the fund to cut fees by an average of 11.8 per cent....

People & Products • 31 May 2023

Two fund managers have made senior appointments this week with Milford appointing a portfolio manager and 4D Infrastructure hiring an investment director....

People & Products • 31 May 2023

With artificial intelligence thriving, Platinum investment manager, Cameron Robertson, believes there are still mispricing opportunities available in the space....

Funds management • 31 May 2023

Minister for Financial Services, Stephen Jones, has offered an update on the Quality of Advice Review, which he said had been previously delayed due to the federal budget...

Financial planning • 31 May 2023

With ASIC playing a role in interpreting the law through materials like regulatory guides and in part enforcing the law through stop orders, a panel has questioned if the...

Funds management • 31 May 2023

In a rare speech, former High Court justice, the Honourable Kenneth Hayne, has questioned whether advisers can ‘stand in more than one canoe’, when it comes to conflict o...

Financial planning • 31 May 2023

AUSTRAC has accepted an enforceable undertaking from the Bank of Queensland to improve its compliance with Australia’s anti-money laundering and counter-terrorism financi...

People & Products • 31 May 2023

The Pro Bono Financial Advice Network has welcomed three firms to its adviser network in another step towards improving the financial wellbeing of those in need....

People & Products • 1 June 2023

Firms introducing artificial intelligence to their businesses should treat it like a new member of staff to train up on the firm’s ethics and values, according to Morgan ...

Financial planning • 1 June 2023

Justice Lisa Hespe has fired a shot across the bows at financial institutions regarding the interoperability of their IT infrastructure in her verdict in the ASIC v AMP F...

Funds management • 1 June 2023

Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...

Funds management • 1 June 2023

In this episode of Relative Return, host James Mitchell chats to David George, chief executive of Magellan Financial Group, to discuss how he is hoping to grow the asset ...

Editorial • 1 June 2023

The platform’s wealth data and sentiment business ARdata announced its completed acquisition of investment and superannuation system ProductRex....

People & Products • 2 June 2023

A second Class veteran has joined the board of fintech Bravura Solutions as non-executive chairman. ...

People & Products • 2 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 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