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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

Doubt has been cast on whether GQG will acquire Pacific Current Group after it failed to receive the support of the firm’s largest shareholder....

Funds management • 14 November 2023

The corporate regulator has urged organisations to implement greater cyber security management, with an “alarming” number of firms not managing third-party or supply chai...

Financial planning • 14 November 2023

Count has indicated the Diverger acquisition will not be its last as chief executive, Hugh Humphrey, says the firm has sufficient “firepower” to make more in the future....

Financial planning • 14 November 2023

The government has released the first consultation on its Delivering Better Financial Outcomes reforms, focused on removing regulatory red tape....

Financial planning • 14 November 2023

A Melbourne financial adviser banned for 10 years for breaching COVID-19 lockdown rules to attend the AFL Grand Final in Perth has seen his banning reduced in an appeal....

Financial planning • 14 November 2023

The Australian Financial Complaints Authority has appointed new directors as two founding directors step down after five years, including a financial adviser....

People & Products • 15 November 2023

Praemium has announced a three-year partnership with research consultancy CoreData....

People & Products • 15 November 2023

The global alternative asset manager has attracted strong inflows in the second half of 2023 as it hits $9.2 billion in assets under management. ...

Funds management • 15 November 2023

The Financial Advice Association Australia and the Financial Services Council have responded to the first consultation on Delivering Better Financial Outcomes, recognisin...

Financial planning • 15 November 2023

HUB24 has unveiled the features of its low balance Discover product and the managers it is working with on managed portfolios....

People & Products • 15 November 2023

Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers....

Financial planning • 15 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