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Strong sharemarkets have propelled positive superannuation fund performance across all risk categories in November and could mean this year’s annual returns offset 2022 l...

Superannuation • 20 December 2023

Platinum Asset Management and Clime Investment Management have both seen steep downturns in their share prices this year, while Magellan is set to end a difficult year in...

Funds management • 20 December 2023

Over half of Australians hope to live to 100 years, according to MetLife, and 90 per cent believe retirement should be redefined to account for a longer lifespan....

Financial planning • 21 December 2023

The final Bank of America Global Fund Manager Survey of the year has found respondents are bullish going into 2024, with sentiment the most upbeat it has been for two yea...

Funds management • 21 December 2023

Two Professional Year candidates have shared their thoughts with Money Management on ASIC’s proposed changes to the financial advice exam and what it will mean for their ...

Financial planning • 21 December 2023

A leading Australian investment manager has returned 143 per cent over the last five years with potential for further upside from increased distribution as investor appet...

Funds management • 21 December 2023

ASIC has sentenced former director Mudasir Mohammed Naseeruddin over four years imprisonment for ‘egregious conduct’ and dishonestly obtaining client funds from six inves...

Superannuation • 21 December 2023

The corporate regulator has banned the former sole director and chief financial officer of Brisbane-based Acquire Strategic Advisers over misleading and deceptive conduc...

Financial planning • 21 December 2023

Five Australian equity ETFs are among the most traded by investors during November as the ETF landscape reaches $170 billion....

Funds management • 22 December 2023

The alternatives investment manager has reached completion in its acquisition of PM Capital announced last month, bringing Regal Partners’ combined FUM to $10.8 billion. ...

Funds management • 22 December 2023

Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even as the industry rounds out at 15,667 advisers for 2023...

Financial planning • 22 December 2023

A decade on from the UK’s Retail Distribution Review, the country still faces a shortage of financial advisers and digital advice has not necessarily provided the solutio...

Features • 22 December 2023

Clime Investment Management has entered into negotiations about a strategic business alliance with listed investment house Teaminvest Private Group in a move to return th...

Funds management • 29 December 2023

As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms....

People & Products • 30 December 2023

Money Management would like to wish all our readers a Happy New Year and looks forward to bringing you all the latest news in 2024. ...

People & Products • 1 January 2024

Saxo has shared its 2024 Outrageous Predictions focusing on the US presidential election and the potential impact of artificial intelligence....

Funds management • 2 January 2024

According to Natixis Investment Managers, five key threats will continue weighing on Australian investors’ minds and their portfolios in the new year as inflationary pres...

Funds management • 2 January 2024

SuperRatings has revealed the estimated annual performance of balanced superannuation funds for 2023, welcoming the “strong return to form” after losses in the previous y...

Superannuation • 3 January 2024

Magellan has shared its average funds under management for the second half of 2023 as it reports a second month of rising assets thanks to improved institutional flows....

Funds management • 5 January 2024

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
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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 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 ago

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

2 weeks 5 days ago