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Having stepped down from Challenger, Steven Gregg has appointed to the board of Westpac as chairman-elect....

People & Products • 17 October 2023

The Melbourne-based equities fund manager has announced expansion plans to open an office in Sydney, as well as the appointment of a head of intermediary distribution. ...

People & Products • 17 October 2023

The government has opened a consultation to increase regulation for digital asset and crypto platforms via holding an AFSL, including for those who give advice or promote...

Funds management • 17 October 2023

The number of profitable practices channelling their time, capital and resources into self-licensed ventures is on the rise, a trend which larger licensees are observing ...

Features • 17 October 2023

Magellan is considering a conversion of the closed class units of its Magellan Global Fund into open ones in a bid to narrow its discount to NAV....

Funds management • 17 October 2023

Diverger shareholder DMX Asset Management has described its proposed merger with Count as a “farcical” transaction, saying the offer price does not reflect the fair value...

Financial planning • 17 October 2023

Speaking to Money Management, AZ Next Generation Advisory’s chief executive Paul Barrett has outlined the firm’s plans to quadruple its size to become Australia’s leading...

Financial planning • 17 October 2023

HUB24 has unveiled a new solution, which will be available from November, to allow the platform to meet the needs of its lower balance advised clients. ...

Financial planning • 17 October 2023

Morningstar is confident that if Perpetual achieves strong fund performance, it will be able to recover its share price and reassure investors’ doubt over the Pendal merg...

Funds management • 18 October 2023

PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint....

People & Products • 18 October 2023

Perceptions linger around the link between financial services and maths, but the sector can change this to attract more women, according to an executive....

Financial planning • 18 October 2023

The government has acknowledged the Australian economy faces a “systemic risk” from climate change in a Treasury statement, culminating a three-year legal saga around the...

Funds management • 18 October 2023

Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...

Financial planning • 18 October 2023

A strategic focus on advisers has seen inflows from financial advisers to AMP’s North platform increase by 17 per cent in Q3 but total platform net cashflow has declined ...

Financial planning • 18 October 2023

The Financial Advice Association of Australia has appointed two Sydney-based advisers and one Gold Coast-based adviser to its board, effective 20 November 2023. ...

People & Products • 18 October 2023

With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...

Expert Analysis • 19 October 2023

Challenger has declared a “positive performance despite challenging industry conditions” for its funds management business for the quarter....

Funds management • 19 October 2023

Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...

People & Products • 19 October 2023

The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...

Life/Risk • 19 October 2023

After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....

Financial planning • 19 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....

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