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Count chief financial and operating officer, Laurent Toussaint, who acted as interim chief executive after the departure of Matthew Rowe, will exit in September after fiv...

People & Products • 12 July 2023

Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...

Funds management • 12 July 2023

With mergers and consolidation activity at a record high for Australia’s superannuation industry, Money Management rounds up the merger talk so far in the first half of 2...

Superannuation • 12 July 2023

Ignition Advice has indicated it is moving away from a regional model in light of growth it is seeing in Europe and will not be appointing a dedicated Australian head to ...

People & Products • 12 July 2023

Money Management has collated five key takeaways from the Wealth Data weekly adviser movements over the last 12 months including the biggest month for departures and stat...

Financial planning • 12 July 2023

It could make sense for Australian wholesale investors to include corporate bonds in portfolios, with the traditional role of bonds re-emerging in 2023, writes Bruce Murp...

Expert Analysis • 12 July 2023

Risk targeted investing’s approach to changing market conditions combines realism and preparedness, taking the pressure off advisers and their clients, writes Tony Edward...

Expert Analysis • 12 July 2023

The number of rate decisions per year will reduce in 2024 under sweeping reforms following an independent review of the Reserve Bank of Australia. ...

Funds management • 12 July 2023

Platinum Asset Management has reported net outflows for 11 out of the last 12 months, as it releases its profit forecast for FY22-23....

Funds management • 13 July 2023

Minister for Financial Services, Stephen Jones, has reiterated his support for superannuation funds helping everyday Australians manage their money following widespread d...

Financial planning • 13 July 2023

Several months after the departure of abrdn head of Australian equities, Michelle Lopez, her deputy Natalie Tam has joined Perpetual, after both had worked at abrdn for a...

Funds management • 13 July 2023

A recruiter’s overview of adviser demand for Q3 2023 indicates limited roles for graduates with the industry pivoting more to re-adopt the associate adviser role....

Financial planning • 13 July 2023

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Russel Pillemer, co-founder and chief executive at Pengana Capital Group, to discuss how the firm...

Editorial • 13 July 2023

The FAAA’s Phil Anderson has shed light on when advisers could see any update from the government on the progression of the Quality of Advice Review changes....

Financial planning • 13 July 2023

The Financial Regulator Assessment Authority has released its review of the Australian Prudential Regulation Authority....

Superannuation • 13 July 2023

Driven by technological efficiencies, advisers are doing more with less and witnessing increased profitability, according to a survey of over 120 practices. ...

Financial planning • 14 July 2023

Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...

Financial planning • 14 July 2023

Magellan has appointed Amy Krizanovic as head of ESG and it is understood her predecessor and former deputy CIO, Dom Giuliano, has departed the firm after 16 years....

Funds management • 14 July 2023

Wraps, platforms and master trusts FUM declined to $982.5 billion over the year to end of March 2023, although some market leaders like HUB24 and Netwealth experienced do...

Financial planning • 14 July 2023

Three things are missing from the government’s formal response to the QAR, according to the FAAA’s Phil Anderson, while a panel has shared why they believe the QAR should...

Financial planning • 14 July 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....

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The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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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