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Pinnacle has seen a return to inflows in the first half of FY2023–24 as funds under management surpass $100 billion for the first time....

Funds management • 5 February 2024

Australia is at the forefront of active exchange-traded funds (ETFs) according to Zenith, despite statistics showing they have experienced heavy outflows....

Funds management • 6 February 2024

Financial software firm Bravura has hired a chief people officer, fresh from transforming the culture at AMP. ...

People & Products • 6 February 2024

A specialist Australian asset manager has been recognised as one of just eight firms globally to be classed as an ESG leader by Morningstar....

Funds management • 6 February 2024

Wealth Data’s Colin Williams and the Financial Services Council’s CEO Blake Briggs are among industry commentators who have shared their insights into the impact of the H...

Financial planning • 6 February 2024

Two potential side effects have been flagged around changes to the sophisticated investor test following a recent Treasury consultation, which could see thousands of inve...

Funds management • 6 February 2024

The central bank has announced its first interest rate decision of the year since a major revamp....

Funds management • 6 February 2024

While fewer than one in five Australians consult financial advisers, the vast majority wish they could do more to feel in control of their personal finances, two new repo...

Financial planning • 7 February 2024

If the licensee structure is to be removed – or even if it’s here to stay – the imperative for businesses is to evolve or cease to exist, writes Shaun Green. ...

Expert Analysis • 7 February 2024

Ahead of its half-year results next week, Magellan has reported a rise in funds under management for the third consecutive month, but outflows remain elevated....

Funds management • 7 February 2024

ASIC has issued a final reminder to unregistered financial advisers as the 16 February deadline looms and confirmed the progress made by advisers since the extension....

Financial planning • 7 February 2024

It is “highly likely” that global advisory group Brite Advisors misappropriated client funds for its own purposes, the Federal Court has heard, as receivers examine the v...

Financial planning • 7 February 2024

Boutique asset manager Aldersley Capital has partnered with online platform OpenInvest to launch a new investing solution to reach a broader audience of high-net-worth in...

People & Products • 8 February 2024

According to Calastone, 2023 was the first year since 2019 that Australian investors were net sellers of equity funds, as they turned their heads towards the promise of f...

Funds management • 8 February 2024

A Victorian accounting firm – in which Count holds a 40 per cent equity stake – has announced the acquisition of an accounting client book through a $1.4 million transact...

People & Products • 8 February 2024

GQG Partners has seen a US$7 billion increase in funds under management since the start of 2024....

Funds management • 8 February 2024

AZ NGA chief executive, Paul Barrett, has shared why financial advice firms have become more valuable to acquire in the five years since the Hayne royal commission and wh...

Financial planning • 8 February 2024

A Western Australian financial adviser has launched a petition and called for Financial Services Minister Stephen Jones to increase the portion of the ASIC levy paid by l...

Financial planning • 8 February 2024

Insignia has looked to a rival licensee for its new chief executive to replace Renato Mota....

People & Products • 8 February 2024

In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the...

Editorial • 8 February 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