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Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...

Financial planning • 17 November 2023

E&P Financial Group has settled a class action related to Dixon Advisory for $16 million as Senator Andrew Bragg questions why the taxpayer should foot the bill for consu...

Financial planning • 17 November 2023

The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...

People & Products • 17 November 2023

Following its withdrawal from the Diverger deal just days ago, COG Financial Services has announced a $13 million stake in this financial services licensee....

Financial planning • 17 November 2023

Count has raised its offer to acquire 100 per cent of Diverger, with Diverger’s board “unanimously” recommending the deal is in its best interests....

Financial planning • 17 November 2023

Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....

17 November 2023

DASH has made two senior appointments to position the technology company for future growth....

People & Products • 20 November 2023

Aware Super has released a tool called My Retirement Planner, which is expected to be launched widely in 2024, to provide insights into retirement confidence....

People & Products • 20 November 2023

Colonial First State has added $3 billion in more than a dozen separately managed accounts from Infinity Asset Management to its Edge platform....

Funds management • 20 November 2023

First Sentier Investors has completed a strategic partnership with AlbaCore Capital Group, a European alternative credit manager, aligning with its long-term growth traje...

Funds management • 20 November 2023

The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....

Funds management • 20 November 2023

Two industry professionals have shared the vital role of graduate programs in attracting new entrants into the financial advice profession before they leave university....

Financial planning • 20 November 2023

Removing barriers for fund managers and super funds to transition to modern investment products would result in customers retiring with cumulatively $16 billion more by 2...

Funds management • 20 November 2023

With the calendar year end fast approaching, research house Chant West has shared how much it is expecting the median growth super fund to return for the 12-month period....

Superannuation • 20 November 2023

Morningstar has lowered its expectations for a rebound by AMP Bank as it feels the new digital bank is unlikely to improve the firm’s competitive standing....

Financial planning • 21 November 2023

Persistent inflation and geopolitical concerns have seen more investors across the globe doubt their investment understanding and asset allocation, Schroders reveals. ...

Funds management • 21 November 2023

As the Australian Financial Complaints Authority reaches five years of operation, chief ombudsman David Locke has recognised the majority of financial firm members are n...

Financial planning • 21 November 2023

While the Quality of Advice Review is expected to positively impact financial adviser numbers, Rainmaker’s new projections underline the continuous challenge they face to...

Financial planning • 21 November 2023

The diversified financial services group has entered a $2 million purchase agreement to acquire 100 per cent of a financial advice network owned by Insignia Financial....

Financial planning • 21 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