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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

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
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 2 days 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 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago