Australia’s leading source of market intelligence and news for the cyber security sector, Cyber Security Connect, has today rebranded to Cyber Daily....
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...
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...
EY believes there is a benefit for banks in returning to the wealth space and developing decumulation products for consumers entering retirement. ...
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...
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...
The specialist asset manager has launched the Global Opportunities Fund, following rising local demand from Australian investors for global sustainable investment options...
Treasurer Jim Chalmers has announced the appointment of a Macquarie Group veteran to the board of Australia’s sovereign wealth fund. ...
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. ...
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....
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...
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...
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....
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....
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...
Magellan Financial Group has seen funds under management decline in September, with a 17 per cent loss seen in the global equities division. ...
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....
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...
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...
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. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...