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A consultant has painted a worrying picture of practice principals and advice directors in mid-tier firms facing burnout as they wear too many hats when running a growing...

Financial planning • 4 December 2023

JPMAM has identified five key sources of diversification to complement traditional 60/40 stock-bond allocations and combat the impacts of macroeconomic shocks....

Funds management • 4 December 2023

Some 1.5 million Aussies hold at least one ETF thanks to fee reductions and financial adviser recommendations, according to Computershare....

Funds management • 4 December 2023

Financial services firms have responded to the government's latest consultation on retirement income and product development....

Superannuation • 4 December 2023

The importance of fund managers being authentic in their approach to these investment principles and 'walking the talk' has never been important, writes Damian Cottier. ...

Expert Analysis • 4 December 2023

Two independent non-executive directors have been appointed to the AMP board with a focus on digital transformation and technology....

People & Products • 5 December 2023

E&P Financial Group has brought forward the appointment of its new chief executive and managing director as it seeks to take advantage of the macro themes playing out in ...

Funds management • 5 December 2023

The Perth-based wealth management firm is seeking to expand into eastern states next year as well as strengthen its presence in its home state of Western Australia....

Financial planning • 5 December 2023

Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their advis...

Financial planning • 5 December 2023

Financial advisers are increasingly turning towards lifetime annuities to meet clients’ needs in retirement, according to Challenger, while the government places more foc...

People & Products • 5 December 2023

RBA governor Michele Bullock has made her final monetary policy decision for the year and shared her outlook ahead. ...

Funds management • 5 December 2023

The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management las...

People & Products • 6 December 2023

GQG is considering launching active ETFs for investors as it approaches US$100 billion in funds under management....

Funds management • 6 December 2023

It is too early to think about rate cuts in Australia, according to Schroders, and even if they are paused for the time being, they could rise further over the next few y...

Funds management • 6 December 2023

Two actuaries have urged for an overhaul of the current retirement framework to better prepare Australians for the future and improve the accessibility of general financi...

Financial planning • 6 December 2023

The FAAA is concerned about consumers without the necessary knowledge to invest in managed investment schemes being classified as wholesale investors, as the number of pe...

Financial planning • 6 December 2023

In the first full month since the exit of chief executive, David George, Magellan has reported a rise in funds under management for the first time since January 2023. ...

Funds management • 6 December 2023

A Victorian financial adviser at Financiallink Group, Pamela Anderson, has seen her two-year ban from providing financial services for two years affirmed by the AAT....

Financial planning • 6 December 2023

ETF provider Global X is targeting $10 billion in assets under management by the end of 2025 as it looks to the institutional space for ETF uptake by super funds....

Funds management • 6 December 2023

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony...

Financial planning • 6 December 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