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While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...

People & Products • 29 September 2023

Draft legislation on the first stream of the Quality of Advice Review reforms is expected to be released 'within weeks', according to Minister for Financial Services, Ste...

Financial planning • 29 September 2023

The firm has welcomed a former Northern Trust executive to lead its team of investment specialists in representing its equity, multi-asset, alternatives, and fixed income...

Funds management • 2 October 2023

The fintech company has welcomed its third non-executive director in two months following a significant $280.7 million loss in FY23 and a promise to deliver a refreshed b...

People & Products • 2 October 2023

AUSIEX has partnered with Saxo Australia to deliver an integrated trading solution for financial advisers to help them better service clients and improve their client pro...

People & Products • 2 October 2023

Treasurer Jim Chalmers is in talks with Future Fund governor, Peter Costello, about whether he will remain at the sovereign wealth fund for another term, as it seeks to m...

Funds management • 2 October 2023

With the majority of retirement savings left unspent when most Australians die, advisers are playing a pivotal role in the growing landscape of retirement income products...

Features • 2 October 2023

The firm’s new managed fund aims to provide investors with the opportunity for income and superior risk-adjusted returns in the short duration fixed-interest sector. ...

Funds management • 2 October 2023

Acknowledging the national carrier “read the room wrong” in the past, Pendal’s equities head Crispin Murray believes Qantas is a very strong franchise being undervalued b...

Funds management • 2 October 2023

It is a case of ‘when, not if’ as to when super funds adopt digital advice for their members, according to Midwinter. ...

Superannuation • 3 October 2023

Andrew Proebstl, chief executive at legalsuper for almost two decades, is set to join the advisory board of a burgeoning investment app Tanggram as it expands its offerin...

People & Products • 3 October 2023

Following its acquisition of financial advice business Affinia from TAL, Count has welcomed an additional 11 advisers to its network as an Affinia firm joins its AFSL....

People & Products • 3 October 2023

Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendati...

Financial planning • 3 October 2023

Money Management collates the biggest hires and exits in the financial services space of the last three months. ...

People & Products • 3 October 2023

The Federal Government has released exposure draft legislation towards doubling the concessional tax rate for super balances exceeding $3 million. ...

Superannuation • 3 October 2023

In her first meeting as RBA governor, Michele Bullock has made the monetary policy decision on the monthly cash rate....

Funds management • 3 October 2023

Global fund manager Robeco has appointed Nick King as head of ETFs as it seeks to expand its business with an ETF platform....

Funds management • 4 October 2023

Consumers believe professional advice could help them openly discuss finances with their family as less than a quarter have discussed estate and inheritance planning with...

Financial planning • 4 October 2023

Michele Bullock’s first rate call of a hold has been in line with market expectations, though the central bank and economists are hesitant to rule out a further hike whil...

Funds management • 4 October 2023

Iress has completed the sale of its managed funds administration business to SS&C Technologies with managed portfolio CEO John Harris to depart....

People & Products • 4 October 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