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The asset manager has announced the conclusion of its board renewal process that began in November 2022 with its latest appointment of Cathy Kovacs as a non-executive dir...

Funds management • 11 September 2023

Following a loss of 23 advisers over the last two weeks, the licensee’s current adviser numbers sit at just 20 compared to more than 120 in 2019, Wealth Data reports....

Financial planning • 11 September 2023

The investing app has launched its US investing service, previously announced in July, which will allow Australian investors access to a selection of US-listed ETFs and s...

Funds management • 11 September 2023

Janus Henderson has launched an emerging markets equity fund for Australian investors....

Funds management • 11 September 2023

Some 11 Australian asset managers have been highlighted by Morningstar as receiving a low ranking for their ESG commitments, while one has received the highest score....

Funds management • 11 September 2023

While the impacts of hybrid work on the office sector have dominated headlines, it is a case of a flight to quality for those premium assets, portfolio managers say....

Funds management • 12 September 2023

The investment consultancy firm has announced the appointment of two non-executive directors to its board....

People & Products • 12 September 2023

Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...

Financial planning • 12 September 2023

hmh Advisory has announced the launch of its new online wealth management solution, offering four diversified portfolios across a range of risk and return profiles in par...

Financial planning • 12 September 2023

With three separate financial advisers facing criminal proceedings this year having struggled with gambling problems, access to client money combined with a stressful job...

Features • 12 September 2023

One year after taking up the roles, Blair Hannon, Global X’s head of investment strategy, and Kanish Chugh, head of distribution, have departed the firm as it embarks on...

People & Products • 12 September 2023

Local equities have come back in favour for Australian investors as the top category for ETF inflows in August as the industry reports its highest inflows for a year at $...

Funds management • 13 September 2023

Sequoia has completed the sale of 80 per cent of Morrison Securities to Sydney technology company, New Quantum Holdings. ...

People & Products • 13 September 2023

Fidelity’s Asian equities investment director, Gary Monaghan, has shared his insights on Chinese technology after its Fidelity Asia Fund won at this year’s Money Manageme...

Funds management • 13 September 2023

Younger equity investors have outperformed their older peers by leaning into a defensive trading style and a greater focus on small caps in the last financial year, acco...

Funds management • 13 September 2023

New data from the Australian Bureau of Statistics has revealed which states are seeing growth in their retiree populations and becoming the go-to destination for older Au...

Financial planning • 13 September 2023

2023 has a “much more challenging” fundraising environment for private markets products, according to J.P. Morgan Asset Management, with the overall sector expecting to r...

Funds management • 14 September 2023

Two longtime executives, Erik Hirsch and Juan Delgado-Moreira, have been appointed co-chief executive officers to succeed Mario Giannini, who steps up as executive co-cha...

People & Products • 14 September 2023

Bank of America’s global survey has found allocations to US stocks have seen a record monthly jump as investors tilt overweight to the region for the first time in a year...

Funds management • 14 September 2023

Financial advice firms Priority Advisory Group and Wise Planners are to merge to create a multi-disciplinary professional services firm in Sydney....

Financial planning • 14 September 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