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Franklin Templeton has hired a senior alternatives specialist from sovereign wealth fund Future Fund....

Funds management • 31 July 2023

Investment and advice complaints have seen a 51 per cent increase in the last financial year, largely attributed to complaints against Dixon Advisory and Best Leader Mark...

Financial planning • 31 July 2023

Strong outflows from Vanguard for the second consecutive quarter have affected the assets in Australasian sustainable funds, which stood at $41 billion in the second quar...

Funds management • 31 July 2023

AMP has fallen to less than 900, according to Wealth Data, some 10 months after dropping below the 1,000 milestone....

Financial planning • 31 July 2023

Insignia CEO, Renato Mota, has told Money Management why the firm’s new partnership model will free up the firm’s time to work with super fund members....

Financial planning • 31 July 2023

Blackwattle Investment Partners has selected Equity Trustees as the responsible entity for its first range of Australian equity funds....

Funds management • 31 July 2023

With markets having already experienced an ‘unsynchronised recession’, the asset manager expects a re-acceleration of big tech in the coming quarters and suggests the wor...

Funds management • 31 July 2023

Following an ASIC investigation, investment manager Brett Trevillian has been charged for forging portfolio performance verification reports that were provided to potent...

Financial planning • 31 July 2023

AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan....

Financial planning • 1 August 2023

Despite a push for advice from banks and super funds, high-net-worth individuals favour advice from IFAs and just 10 per cent would want advice from their super fund, acc...

Financial planning • 1 August 2023

A global survey has found one in four Australians lack the knowledge and skills to make financial decisions, and this is costing the average household over $7,000 each ye...

Financial planning • 1 August 2023

A partner at an insurance firm has shared his thoughts on the outlook for PI insurance as APRA reveals advisers’ premium have risen more than 40 per cent since 2015....

Financial planning • 1 August 2023

RBA governor Phil Lowe has made his latest monetary policy decision as he counts down to his departure in mid-September....

Funds management • 1 August 2023

The RBA has held rates for a second consecutive month but economists still expect at least one more hike by the end of the year. ...

Funds management • 2 August 2023

Wealth management platform provider, Acclaim Wealth, has appointed Terry Constable as its chief executive. ...

Financial planning • 2 August 2023

The asset manager has announced the appointment of Ashleigh Lane as an institutional sales director in its growing Australian team, effective 1 August 2023. ...

People & Products • 2 August 2023

HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser ...

People & Products • 2 August 2023

BlackRock and Vanguard have seen their scores slashed by a climate think tank for rolling back on their ESG commitments in light of an anti-ESG trend in the US....

Funds management • 2 August 2023

Keeping great service, integrating with advisers’ existing processes and making it easy to work with are the three guiding principles for CFS in the development of its E...

Financial planning • 2 August 2023

Craig Keary has been appointed chair at a leading digital platform, tasked with overseeing a Series A capital raising program and the opening of its operations in South A...

People & Products • 2 August 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago