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If super funds are to provide advice, they are encouraged to form agreements with external financial planning firms to expand their footprint beyond the major CBDs, accor...

Financial planning • 24 July 2023

Recognising the benefits of flexible work weeks on productivity, employee outcomes and engagement, two Australian advice firms have shared their successful trial stories ...

Features • 24 July 2023

Professionalisation of the financial advice industry needs to be balanced with the adviser shortage, according to Minister for Financial Services, Stephen Jones, as he co...

Financial planning • 24 July 2023

Chris Barrett has been appointed by Treasurer Jim Chalmers as chair of the Productivity Commission to replace Michael Brennan....

People & Products • 25 July 2023

Starting this week, industry veteran Cathy Hales will step into the newly-created role of CEO, Wealth Pacific at Mercer. ...

People & Products • 25 July 2023

Three Magellan ETFs have seen the largest assets under management decline in the past year, according to Stockspot, with one losing more than $2.4 billion....

Funds management • 25 July 2023

Insignia Financial has executed a share sale agreement with Australian Unity to sell its $1.1 billion friendly society investment bond business. ...

People & Products • 25 July 2023

Given the growing number of young, tech-savvy Australians with their own unique financial goals, firms are launching new solutions to capture this next generation of inve...

Features • 25 July 2023

ASIC has lodged civil penalty proceedings in the Federal Court against Vanguard Investments Australia for alleged greenwashing, having previously issued the asset manager...

Funds management • 25 July 2023

Advice Intelligence, which went into voluntary administration in May, has been acquired by a global wealth management fintech firm....

Financial planning • 25 July 2023

Fidelity is betting on gains for insurance firms in its Australian equity portfolios, at the expense of the big four banks. ...

Funds management • 26 July 2023

Pengana Capital has appointed Mercer as an investment adviser on the portfolio construction for its new private credit arm....

Funds management • 26 July 2023

Bouncing back from regulatory action last month, Spaceship has secured additional funding from two major shareholders towards new offerings and the expansion of its exist...

People & Products • 26 July 2023

Fixed income ETFs have attracted the most cashflow of any asset class in the first half of 2023, following the asset class’s worst performance in decades last year, accor...

Funds management • 26 July 2023

Magellan has made a high-profile board hire with the appointment of the former co-CEO of a $460 billion ASX-listed fund manager....

Funds management • 26 July 2023

CPI inflation has slowed in the June 2023 quarter with the ABS reporting the lowest quarterly rise since September 2021....

Funds management • 26 July 2023

ASIC has taken civil action against a company director for alleged unlicensed conduct and operating numerous unregistered managed investment schemes. ...

Financial planning • 27 July 2023

Market watchers can expect to see one of the most volatile reporting seasons in the coming weeks which could bring up buying opportunities, according to this portfolio ma...

Funds management • 27 July 2023

Challenger has partnered with Aware Super to provide a de-risking solution for its defined benefit fund which will mean some 3,000 members see their future pension risk r...

People & Products • 27 July 2023

Troubled financial services firm Mayfair 101 has announced it plans to relaunch within months, less than a year after the 20-year advertising and fundraising ban on James...

Funds management • 27 July 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 2 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