Senior executives from UniSuper, UBS and Macquarie Wealth have officially launched Playfair Asset Management to support superannuation funds....

A former Perth financial adviser has been permanently banned by ASIC after being sentenced in January for unauthorised client transactions....

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Philip Ryan, managing director of Trilogy Funds, on the role mortgage trusts play in portfolios, ...

Nobel Prize winner Harry Markowitz, creator of the modern portfolio and efficient frontier theories, has died in California aged 95....

After the sun eventually set on their successful sporting journeys, these elite athletes continued to pursue new frontiers in financial services for their second careers....

Six industry experts have shared their views on what a ‘fit-for-purpose’ statement of advice document could look like as the government commits to consultation on a new d...

The government has made 10 recommendations on ASIC’s industry funding model following a Treasury review and confirmed the temporary levy relief for personal financial adv...

The government is seeking views on its proposed position for the implementation of an internationally-aligned climate disclosure, following its discovery consultation las...

Advance Asset Management has announced changes to the eligibility criteria for investment in its wholesale unit funds, months after it transitioned to Mercer Australia. ...

EXCLUSIVE Abrdn managing director, Brett Jollie, has detailed the firm’s future plans in Australia as it selects MSC Trustees as its new responsible entity....

Kyle Macintyre, investment director and COO at Firetrail, has been appointed head of retail distribution at Pinnacle Investment Management. ...

EXCLUSIVE Speaking to Money Management, Melbourne-based OpenInvest chief executive, Andrew Varlamos, believes the firm was in the ‘right place at the right time’ when it ...

Six months since being named CEO of its local arm, Dimensional’s Bhanu Singh shares his insights on the Australian adviser market, the Quality of Advice Review (QAR), and...

A relevant provider that used an inaccurate SOA to induce a client to switch superannuation funds is the subject of the Financial Services and Credit Panel’s latest compl...

Two leading advisory firms in South Australia are set to merge and be rebranded as Count Adelaide from July 2023....

Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...

Insignia’s class action hearing has closed with a clash over the role media played in the share price drop, the alleged admissions made in an almost decade-old statement...

ASIC has released the indicative levy for advisers in 2022–23 in its latest cost recovery implementation statement....

FAAA chief executive, Sarah Abood, has hit out at the 2022–23 ASIC levy estimate for advisers and called for the temporary freeze to be re-enacted....

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Ross Lees, Head of Funds Management at Centuria, about their specialist property investments and ...