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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

ASIC has updated its reportable situations regime to remove the need for licensees to submit breach notifications for certain misleading or deceptive conduct breaches....

Financial planning • 19 October 2023

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to the head of sustainable investment at FTSE Russell, Tony Campos, about the transition to low-car...

Editorial • 19 October 2023

Global fund managers are expectant of a stockmarket rally at the end of the year, according to October’s fund manager survey from Bank of America. ...

Funds management • 20 October 2023

The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...

Financial planning • 20 October 2023

Perpetual has ruled out making any further acquisitions while it embeds Pendal, and is seeking at least two board directors as part of a board renewal process....

Funds management • 20 October 2023

Selfwealth has announced the appointment of Craig Keary as its new chief executive, as well as a new chief commercial officer. ...

People & Products • 20 October 2023

Almost 3,000 advice practices have closed their doors in the past five years, but there is a “renewed purpose and direction” for those who remain, says Adviser Ratings....

Financial planning • 20 October 2023

Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...

People & Products • 20 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 • 20 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