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T. Rowe Price is beginning 2024 with an overweight to Australian bonds as it believes the Reserve Bank is lagging other markets when it comes to easing monetary policy....

Funds management • 8 January 2024

According to these fund managers, emerging markets and global markets ex-US, which have delivered historically underwhelming returns, could offer the next pockets of oppo...

Funds management • 8 January 2024

The financial advice profession can expect to see more advisers forming their own practice instead of sticking with major licensees in 2024, leading to greater industry c...

Financial planning • 8 January 2024

With artificial intelligence garnering significant investor interest and inflows over the last year, fund managers are bracing for the many opportunities and risks stemmi...

Funds management • 8 January 2024

According to two investment professionals, investors are bracing for a US recession in 2024’s first quarter, alongside a potential Trump presidency by November, as likely...

Funds management • 8 January 2024

The estimated sum for the initial Compensation Scheme of Last Resort levy has been calculated, with the regime expected to start receiving claims in April....

Financial planning • 8 January 2024

In its latest update, the global investment boutique has reported quarterly net inflows of US$1.8 billion, driving its funds under management as at the end of 2023 to rec...

Funds management • 9 January 2024

A former BT executive is set to head up the association’s marketing and communications team towards raising awareness around financial advice and the CFP designation....

People & Products • 9 January 2024

Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates....

Funds management • 9 January 2024

AFCA’s chief ombudsman David Locke has stated the magnitude of complaints received by the body is growing at an “unsustainable rate” and urged companies to improve their ...

Financial planning • 9 January 2024

With two active wars and a busy global electoral cycle looking to shape the global economy in the next 12 months, Lazard has warned of a “bumpy ride” ahead. ...

Funds management • 10 January 2024

Industry commentators have shared their thoughts on when the RBA will hike interest rates next, and whether Australia will follow other countries and embark on monetary e...

Funds management • 10 January 2024

Four directors of Endeavour Securities and Linchpin Capital Group have been penalised by the Federal Court for multiple failings on a registered managed investment scheme...

Financial planning • 10 January 2024

The private global asset manager has named a new head of intermediary distribution for the APAC and EMEA regions....

People & Products • 11 January 2024

The asset manager has moved overweight duration for the first time in three years as it believes the rate hiking cycle has concluded, as well as moving overweight UK and ...

Funds management • 11 January 2024

Money Management explores four key superannuation fund mergers expected to finalise this year, including two mergers with Australian Retirement Trust. ...

Superannuation • 11 January 2024

Following the government’s proposed changes to the financial adviser exam, SIAA has made additional recommendations for better outcomes, such as enabling entrants to sit ...

Financial planning • 11 January 2024

The FAAA has called for APRA to update the sole purpose test to reflect changes under the Quality of Advice Review for super funds to provide advice....

Financial planning • 11 January 2024

Simon Swanson has resigned from the board of Centrepoint Alliance, just four months after being appointed as chair....

People & Products • 11 January 2024

The Australian fund manager has appointed Robert Hogg as group chief investment officer after an extensive market search, taking over the reins from Stephen Hiscock....

Funds management • 11 January 2024
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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