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Half of advice firms are failing to communicate their plans for the business with their employees which could cause problems with staff retention, according to Business H...

Financial planning • 21 August 2023

Global wealth declined last year for the first time since the GFC and Australia experienced the fourth-highest losses behind the US, Japan and the UK, according to resear...

Funds management • 21 August 2023

The corporate regulator has announced several appointments to its executive leadership team, as it reaches the final stages of executing its new organisational structure....

People & Products • 21 August 2023

The statistical agency has officially recognised the financial advice profession by using the occupational terms 'financial adviser/financial planner' as a result of the ...

Financial planning • 21 August 2023

In a curious aside to ASIC’s appeal of the CBA/Colonial First State judgment, the judge has taken issue with the financial services industry’s use of the term ‘grandfathe...

Financial planning • 21 August 2023

The firm has entered an agreement with SS&C to divest its managed funds administration business for $52 million with the deal expected to close in Q3 FY23 as it details i...

Financial planning • 21 August 2023

The annual superannuation performance test results are just days away and some Choice options will also be under the microscope for the first time, writes Craig Day....

Expert Analysis • 21 August 2023

The global investment manager has launched its first alternative fund for Australian retail investors, as more turn towards the asset class to strengthen their investment...

Funds management • 21 August 2023

Magellan chief executive, David George, has sent a message to advisers that they are a key client base for the firm while discussing how M&A could help to reach its $100 ...

Funds management • 21 August 2023

The investment research firm has named a new chief executive as its current CEO and founder, David Wright, steps down after 20 years....

People & Products • 21 August 2023

Bravura has appointed Greg Johnson as global head of product, just days after appointing Shezad Okhai as chief commercial officer. ...

People & Products • 22 August 2023

Colonial First State has appointed two investment professionals from MLC Asset Management and AustralianSuper. ...

People & Products • 22 August 2023

AMP has reached an agreement to settle the shareholder class action brought by Komlotex in June 2018 following the Hayne royal commission for $110 million....

Financial planning • 22 August 2023

Amidst concerns that video SOAs or a shorter advice document could replace paraplanners, this industry professional sees it as an opportunity for them to upskill....

Financial planning • 22 August 2023

HUB24 is targeting platform funds under administration of up to $100 billion by FY25 as it looks to build the ‘platform of tomorrow’....

Financial planning • 22 August 2023

ASIC has commenced “urgent proceedings” in the Federal Court of a former Sydney financial adviser amid an investigation regarding fees charged to client super funds. ...

Financial planning • 22 August 2023

Focusing on behaviour and psychology can help adviser to strengthen their client relationships and offer a unique service proposition, writes Jane Monica Jones....

Expert Analysis • 22 August 2023

J.P. Morgan Asset Management will launch two active ETFs focused on fixed income and emerging markets on the Cboe Australia exchange....

Funds management • 23 August 2023

After two consecutive quarters in decline, the Financy Women’s Index has improved, helped by the number of women appointed to ASX 200 boards. ...

Financial planning • 23 August 2023

The firm has announced revenue growth of almost 30 per cent to $33.7 million in its annual results and will be seeking to reach $100 million by 2030, doubling its previou...

Financial planning • 23 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