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Two Schroders investment executives have emphasised the value of active management amid a volatile backdrop, citing the ability to move between asset classes as key to at...

Funds management • 6 November 2023

With less than a week left until the Women in Finance Summit 2023, the inaugural event has sold out....

People & Products • 7 November 2023

The investment manager has successfully transitioned BT’s Private Portfolio Management arm to Mercer from Westpac Group and announced its new name....

People & Products • 7 November 2023

Expand your cultural literacy through research to gain the trust of clients from diverse backgrounds, advisers have been told.Expand your cultural literacy through resear...

People & Products • 7 November 2023

A year after departing the prudential regulator, former APRA chair, Wayne Byres, is set to join the board of Macquarie Bank as a non-executive director in the first quart...

People & Products • 7 November 2023

Magellan experienced outflows of $800 million in October but institutional outflows have lessened from $1.7 billion in the previous month....

Funds management • 7 November 2023

As three directors face multiple criminal charges for their involvement in Sterling Income Trust, four years after it collapsed, Money Management reflects on Sterling’s t...

Policy & Regulation • 7 November 2023

The Australian Financial Complaints Authority has opened a consultation into how it determines compensation for complaints involving financial advisers....

Financial planning • 7 November 2023

RBA governor Michele Bullock has made her second monetary policy decision for the monthly cash rate on Melbourne Cup Day, while Treasurer Jim Chalmers offers an update on...

Funds management • 7 November 2023

Financial advice network Viridian Advisory has selected CFS Edge as its wealth and managed account platform....

Financial planning • 8 November 2023

An empowerment coach has described how being diagnosed with and receiving treatment for perimenopause changed the way she did business....

People & Products • 8 November 2023

An emerging debate has looked at whether self-licensed firms should be differentiated by virtue of their scale compared to institutional licensees and dealer groups when ...

Financial planning • 8 November 2023

A “priority hotline” between professional associations and ASIC, as suggested by the Financial Advice Association of Australia, would damage the regulator’s independence,...

Financial planning • 8 November 2023

A Forbes 30 Under 30 alum has called for systemic change to provide more funding to start-ups founded by women....

People & Products • 9 November 2023

In a letter addressed to Minister Stephen Jones, Senator Andrew Bragg has asked for a clear timeline for action on addressing super complaints regarding delays in death b...

Superannuation • 9 November 2023

Global credit has the potential to diversify Australian investment portfolios away from more volatile asset classes and act as an “insulator” against interest rate rises,...

Funds management • 9 November 2023

AMP and Commonwealth Bank is among multiple financial services companies left unable to fully function after an Optus outage hit nationwide....

Funds management • 9 November 2023

Magellan executive chair Andrew Formica has highlighted the skills the firm will be looking for in its recruitment of a new CEO to replace David George, as he scraps its ...

Funds management • 9 November 2023

There are signs the financial advice industry is stabilising as Q3 2023 demonstrated the second-lowest number of exits in five years, according to Adviser Ratings’ quarte...

Financial planning • 9 November 2023

Centrepoint Alliance has acquired a Brisbane financial advice firm with over $1 billion in funds under advice as part of its strategy to accelerate growth....

Financial planning • 9 November 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