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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

Treasurer Jim Chalmers has announced the appointment of a Macquarie Group veteran to the board of Australia’s sovereign wealth fund. ...

People & Products • 6 October 2023

While business plans are a necessity to drive growth and resilience in financial advice firms, only a third of sole practitioners have one, Adviser Ratings reveals. ...

Financial planning • 6 October 2023

A Queensland financial adviser has detailed how the latest ASIC levy increase has caused him to double the ongoing advice fee for his clients to meet the cost....

Financial planning • 6 October 2023

After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth D...

Financial planning • 6 October 2023

In this week’s episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Aus...

Editorial • 6 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 • 6 October 2023

GQG Partners’ funds under management have marginally declined to US$105.8 billion at the end of 2023’s third quarter, compared to US$107.4 billion the previous month....

Funds management • 9 October 2023

Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...

Financial planning • 9 October 2023

Magellan Financial Group has seen funds under management decline in September, with a 17 per cent loss seen in the global equities division. ...

Funds management • 9 October 2023

Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....

Financial planning • 9 October 2023

Justice Mark Moshinsky has ruled a timeline for mediation between AMP Financial Planning and Equity Financial Planners to begin, and a former planner has called for the f...

Financial planning • 9 October 2023

Court documents have revealed how former Melbourne adviser, Terence Nugara, was able to steal $10 million from his clients by promising returns as high as 98 per cent fro...

Financial planning • 9 October 2023

With the third quarter behind us, Money Management collates several Australian fund launches over the last three months, as well as notable fund manager deals. ...

Funds management • 9 October 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 3 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 1 day ago

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

2 weeks 6 days ago