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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

Growing public sentiment has seen Australia’s corporate world and super funds venture into conversations around the Voice to Parliament, but it appears fund managers are ...

Funds management • 4 October 2023

The Senate economics reference committee has shared data from the Commonwealth Director of Public Prosecutions on the number of prosecutions referred to it by ASIC in the...

Policy & Regulation • 4 October 2023

Franklin Templeton’s Sydney-based APAC co-head, Matthew Harrison, is to relocate to Europe, and the global fund manager has promoted a new head of APAC distribution. ...

People & Products • 5 October 2023

AZ Next Generation Advisory is to acquire a stake in The Wealth Designers as the Perth advice business seeks to have an office in every Australian capital city. ...

Financial planning • 5 October 2023

Australia’s leading source of market intelligence and news for the cyber security sector, Cyber Security Connect, has today rebranded to Cyber Daily....

People & Products • 5 October 2023

A global survey launched on World Financial Planning Day has examined the impact of advice across quality of life, financial confidence, financial satisfaction and experi...

Financial planning • 5 October 2023

The last three months have seen at least three high-profile court cases involving adviser misconduct, keeping the corporate regulator on its toes to wrap up a busy quarte...

Financial planning • 5 October 2023

EY believes there is a benefit for banks in returning to the wealth space and developing decumulation products for consumers entering retirement. ...

Financial planning • 5 October 2023

A former financial adviser who pled guilty to stealing $10 million from his clients to spend on boats and helicopters has been sentenced in a Melbourne court, with the ju...

Financial planning • 5 October 2023

Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...

Expert Analysis • 6 October 2023

The specialist asset manager has launched the Global Opportunities Fund, following rising local demand from Australian investors for global sustainable investment options...

Funds management • 6 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 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

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

2 weeks 4 days ago