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A director at the Financial Advice Association Australia and a former superannuation chief executive are among recipients of this year’s Australia Day honours. ...

Financial planning • 25 January 2024

The chair of Australian Retirement Trust has been appointed as non-executive director at the Bank of Queensland, commencing next month....

People & Products • 29 January 2024

Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....

People & Products • 29 January 2024

Significant demand for both Australian and international equity exposure has driven Betashares’ two flagship ETFs to reach more than $4 billion in funds under management ...

Funds management • 29 January 2024

Wealth Data has recorded a “very encouraging” 18 advisers joining the financial advice industry this week, with over three-quarters joining as new entrants....

Financial planning • 29 January 2024

The asset manager has welcomed a new head of wholesale client coverage to focus on Australia and New Zealand, representing a “key step” in its growth strategy....

Funds management • 29 January 2024

Tribeca portfolio manager, Jun Bei Liu, remains optimistic amid forecasts of a soft landing and has outlined three sectors to be potential winners in the year ahead. ...

Funds management • 29 January 2024

The $211 billion Future Fund has appointed a new chair to replace Peter Costello, who will step down next month after 14 years....

People & Products • 29 January 2024

Wealth management and advice technology firm GBST has appointed a head of Asia Pacific, joining from SS&C Technologies. ...

People & Products • 30 January 2024

Perpetual saw $4.3 billion in outflows from its asset management division in the last quarter to 31 December, but market movement meant overall AUM increased....

Funds management • 30 January 2024

Initiatives taken by Netwealth to stem outflows earlier in the year have helped the firm in the last quarter as December saw its highest inflows in 10 months....

Financial planning • 30 January 2024

There may be a trend for advisers opting to set up their own licence, but those contemplating the change have been warned it is not necessarily the right path for every a...

Financial planning • 30 January 2024

Dirigere Advisory, a Victorian boutique financial advice licensee, has relaunched with a new operating model that aims to better meet the needs of its advisers, including...

Financial planning • 31 January 2024

JP Morgan Asset Management has announced a strategic partnership with wealth investment firm Craigs Investment Partners....

Funds management • 31 January 2024

Sustainable funds in Australia and New Zealand saw US$567 million in inflows in the last quarter, according to Morningstar, but political concerns in the US meant global ...

Funds management • 31 January 2024

The regulator has provided example questions of what the next batch of candidates sitting on 26 March can expect to see, following regulatory changes to its structure. ...

Financial planning • 31 January 2024

Perth-based financial advice firm The Wealth Designers is looking to ‘seize the opportunity’ of national expansion across Australia, as the firm looks to open new offices...

Financial planning • 31 January 2024

The actions of Sydney fraudster Melissa Caddick have resulted in heavy costs for the financial advice subsector, as the FAAA calls for costs of enforcement against unlice...

Financial planning • 31 January 2024

The federal government has released draft legislation making it easier for financial advisers to demonstrate they have a qualified degree and changing the transitional ar...

Financial planning • 31 January 2024

Private credit was the asset class of 2023 and the re-activation of the IPO markets should be a strong signal for the year ahead, writes Andrew Martin....

Expert Analysis • 31 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