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Good news for financial advisers, the number of people turning to social media and finfluencers has decreased by almost a third in the past year, according to HSBC....

Financial planning • 19 September 2023

ASIC commissioner, Danielle Press, has reflected on her five years at the regulator as she steps down from the role....

Policy & Regulation • 19 September 2023

The latest annual RIAA report has found concerns or mistrust around greenwashing by investment managers almost tripled this year, with 62 per cent citing it as a deterren...

Funds management • 19 September 2023

Melbourne adviser, Tim Townsend, has launched his own financial advisory community called WealthLeaders eXchange to empower advisers and raise the bar of best practice....

Financial planning • 20 September 2023

Risk Hub has partnered with Loyalty Financial Group on a pilot project to address the unmet advice needs in life insurance. ...

Financial planning • 20 September 2023

Despite all the negativity around Chinese markets, these managers see a ‘once in a generation’ opportunity to buy quality companies at bargain prices, similar to the post...

Funds management • 20 September 2023

A new fintech brand has launched to offer software and services enterprise to the advice and wealth sector and has already signed up CFS as a client....

People & Products • 20 September 2023

Just 11 per cent of financial advice firms have trialled the use of artificial intelligence in their businesses, but half say they are ‘AI interested’, according to Netwe...

Financial planning • 20 September 2023

The value of advice is hitting home at retirement, according to AMP research, which reveals 75 per cent of older Australians find the retirement system too complex. ...

Financial planning • 20 September 2023

The law “should not continue to assume that financial advice is being given by a person”, according to Michelle Levy, as she hints that advice from superannuation funds c...

Financial planning • 20 September 2023

With just days until the previous scheduled date of 1 October, ASIC has once again delayed the date that relevant providers must be registered....

Financial planning • 20 September 2023

The financial burden of chronic disease is growing, making life insurance as important as private health insurance, writes Michael Pillemer....

Expert Analysis • 20 September 2023

Australian fintech iFactFind and global financial planning technology firm Voyant have integrated their offerings to facilitate a range of services driven by adviser dema...

People & Products • 21 September 2023

A financial adviser has urged women in finance to outsource tasks at home so they can focus on their business, ahead of the Momentum Women in Finance Summit 2023....

People & Products • 21 September 2023

Praemium chief strategy officer Denis Orrock has shared with Money Management how advisers can work with high-net-worth investors as a new report finds 45,000 people have...

Financial planning • 21 September 2023

Dispelling the notion that advice is for older Australians, new research has found Australians under 40 are more open to receiving advice than their older counterparts, t...

Financial planning • 21 September 2023

Having joined the investment bank last July, former Treasurer Josh Frydenberg has been promoted to a senior role on the board of its Australian division....

People & Products • 21 September 2023

TelstraSuper, Aware Super, Australian Retirement Trust, HESTA, and UniSuper are some of the prominent super funds that have qualified as finalists this year....

Superannuation • 21 September 2023

In this week’s episode of Relative Return, host Maja Garaca Djurdjevic speaks to Adam Scully, senior portfolio manager at Alexander Funds Management, to help investors de...

Editorial • 21 September 2023

ASIC has shared how many Australian financial services licences were granted and rejected by the corporate regulator in the 2022-2023 financial year....

Financial planning • 21 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