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Three financial advisers, including a former chair of the Financial Planning Association of Australia, have been awarded a Medal of the Order of Australia in this year’s ...

People & Products • 14 June 2023

The government has announced it will adopt the bulk of Quality of Advice Review recommendations, which has been largely welcomed by industry bodies....

Financial planning • 14 June 2023

OnePath Custodians has been fined $1.46 million for failing to direct 125 member contributions to a MySuper product....

Superannuation • 14 June 2023

A Western Australian financial adviser is on trial for allegedly stealing $1 million from the superannuation accounts of eight clients to fund his gambling habit....

Financial planning • 14 June 2023

A former Ignition Advice executive has taken up a role at Allianz Retire+ focusing on promoting the firm’s longevity retirement solutions....

People & Products • 15 June 2023

Perth-based advisory and accounting firm Pascoe Partners has launched an online investing solution to serve a broader number of clients....

People & Products • 15 June 2023

Asset allocators are cutting their exposure to both cash and equities as they await a meaningful downward surprise to interest rates....

Funds management • 15 June 2023

According to advisers, the decision to streamline ongoing document requirements following the Quality of Advice Review will alleviate much of the red tape involved in the...

Financial planning • 15 June 2023

The government has clarified details on why a sunset clause is excluded from experience pathway legislation, introduced to the House of Representatives this week, despite...

Financial planning • 15 June 2023

In this episode of Relative Return, host Phil Tarrant chats to Tom King OAM, chief investment officer at Nanuk Asset Management, to discuss why he dislikes the term ‘ESG’...

Editorial • 15 June 2023

The Joint Associations Working Group has met with Minister for Financial Services, Stephen Jones, in Canberra to work together on the response to the Quality of Advice Re...

Financial planning • 15 June 2023

ETF provider Betashares has expanded its offering to New Zealand and will launch five ETFs in the country for advisers and investors....

Funds management • 16 June 2023

With the Fund Manager of the Year Awards just around the corner, Money Management spoke with the finalists nominated for Unlisted Real Estate Fund of the Year....

Funds management • 16 June 2023

Hot on the heels of this week’s Quality of Advice Review announcement, AMP has added a streamlined process to prepare records of advice on its North platform....

People & Products • 16 June 2023

EXCLUSIVE A lack of regulatory confirmation is making it difficult for firms to move into the digital advice space, according to abrdn, and changes under Quality of Advic...

Financial planning • 16 June 2023

ASIC has released the pass mark for this year’s May financial adviser exam with almost three-quarters of candidates sitting for the first time....

Financial planning • 16 June 2023

The multi-asset investment manager has expanded its investment solutions team, bringing on a former JANA consultant and Rest Super manager. ...

People & Products • 19 June 2023

Ahead of the 2023 Fund Manager of the Year Awards on 22 June, Money Management spoke to finalists of the Emerging Manager of the Year....

Funds management • 19 June 2023

Funds under management at the ethical investment manager have increased by 45 per cent since June 2022, rising to $9 billion, as the firm completes its integration with C...

Funds management • 19 June 2023

Appearing on the latest episode of Relative Return, Nanuk Asset Management’s director and chief investment officer, Tom King, has shared why he discourages advisers from ...

Funds management • 19 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