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Superannuation funds experienced negative performance in October, the third consecutive month that funds have reported losses. ...

Superannuation • 9 November 2023

In this episode of Relative Return, hosts Charbel Kadib and Laura Dew chat to Adam Alexander, portfolio manager at Schroders, about Australian equities and why separately...

Editorial • 9 November 2023

The ASIC funding levy for 2022-23 has been reduced from its original estimates, after criticism that the increase to $3,217 per adviser was too high....

Financial planning • 9 November 2023

AMP’s investment platform has added a socially responsible fund to its menu following increasing adviser demand for ESG products, alongside six actively managed portfolio...

People & Products • 10 November 2023

Magellan has come up against the “first strike” rule of the Corporations Act after more than half of its shareholders rejected its remuneration report....

Funds management • 10 November 2023

The investment platform is set to strategically partner with capital markets platform Complii Fintech Solutions, resulting in greater client interaction and cross-referra...

People & Products • 10 November 2023

The super trustee has received three infringement notices for allegedly misleading statements on its social media regarding the performance of one of its investment optio...

Superannuation • 10 November 2023

More than 30 winners were crowned at this year’s Women in Finance Awards, including eight from the broking industry....

People & Products • 10 November 2023

While more suited to a specific cohort of investors, alternatives are continuing to see a marked rise this year as an advantageous diversifier generating resilient return...

Features • 13 November 2023

The firm has tapped Catherine van der Veen and Lucy Foster to jointly manage client relationships, onboard key partners and oversee the implementation of new clients in a...

People & Products • 13 November 2023

Challenger has welcomed two new non-executive directors to its board as well as a strategic partnership with Apollo Global Management....

People & Products • 13 November 2023

Six new financial advice licensees have begun operations in the past week and zero ceased, Wealth Data reveals, with more than 100 licensee owners commencing in 2023 alon...

Financial planning • 13 November 2023

Centrepoint Alliance plans to launch an “Adviser Cloud” offering of adviser infrastructure for self-licensed advisers as well as a partnership to provide a portfolio admi...

Financial planning • 13 November 2023

As broader conditions show initial signs of improvement, the outlook for opportunities from a typically volatile small caps sector is showing some promise, according to t...

Funds management • 13 November 2023

Three years since it entered the ETF market in the US, Dimensional’s new ASX-listed offerings mark a very long-term strategic move to bring these access points to the loc...

Funds management • 13 November 2023

Prime Value Asset Management has expanded its alternative assets division with a focus on retirement living....

Funds management • 13 November 2023

Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business....

Financial planning • 13 November 2023

The current volatility has created a rich pool of investment opportunities which skilled fund managers can exploit through long-short equities strategies, writes Lukasz d...

Expert Analysis • 14 November 2023

Less than 10 per cent of Australian consumers fully understand ESG or sustainable investing, CFS reveals, as confusion around these terms persists. ...

Funds management • 14 November 2023

The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....

People & Products • 14 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