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Magellan’s new chairman, Andrew Formica, says he is “deeply motivated” to return the fund manager to a growth footing by expanding its offerings. ...

Funds management • 10 October 2023

A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ...

People & Products • 11 October 2023

The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...

Financial planning • 11 October 2023

Far from being the death of the 60/40 portfolio, State Street fixed income strategist Marie Tsang believes it is even more relevant than ever in the current market enviro...

Funds management • 11 October 2023

Open to wholesale investors, the fund launch is the first in a diverse portfolio of global private credit investments in development by Pengana, with retail offerings to ...

Funds management • 11 October 2023

The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying plat...

Financial planning • 11 October 2023

The corporate regulator’s crackdown on SMSF auditor misconduct continued in the third quarter, with ASIC taking action against 11 auditors who were all referred by the Au...

Superannuation • 11 October 2023

With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...

Financial planning • 12 October 2023

Property funds have seen record quarterly outflows in the third quarter of 2023 while investors have demonstrated a bias to Australian equities over global ones, accordin...

Funds management • 12 October 2023

Daniel Mookhey, NSW Treasurer, is encouraging TCorp to focus on its ESG framework in a bid to become a leader in Asia Pacific, and highlights a shake-up to the state gove...

Funds management • 12 October 2023

The conviction rate for cases referred by ASIC to the Commonwealth Director of Public Prosecutions has fallen to half compared to 100 per cent in the year prior....

Financial planning • 12 October 2023

SuperRatings has released the latest data for superannuation fund performance in the third quarter of 2023....

Superannuation • 12 October 2023

Momentum Media editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones...

Editorial • 12 October 2023

While underappreciated in the past, global mid cap equities present “superior” returns and valuable portfolio diversification, this Fidelity fund manager says. ...

Funds management • 13 October 2023

Portfolio manager Jun Bei Liu has offered an optimistic outlook of market conditions, observing how numerous opportunities exist to build a diversified, long-term portfol...

Funds management • 13 October 2023

APRA chair John Lonsdale believes it is a “strategic priority” that there is an appropriate suite of products for people approaching retirement, which could include from ...

Funds management • 13 October 2023

Former RBA governor Ian Macfarlane has warned Michele Bullock’s job will be much harder than any of her predecessors if the RBA Review is implemented, deeming the propose...

Funds management • 13 October 2023

There have now been four consecutive weeks of double-digit rises in the number of new entrants joining the financial advice industry, according to Wealth Data. ...

Financial planning • 13 October 2023

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....

Editorial • 13 October 2023

ASIC’s annual report has detailed its enforcement progress achieved during FY2022-23 and where it is focusing its financial advice work going forward....

Financial planning • 13 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