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In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Matthew Haupt, lead portfolio manager of WAM Leaders, to discuss the stage three tax cuts and their...

Editorial • 1 February 2024

Ethical asset manager Australian Ethical has expanded its product range with an infrastructure debt fund, in association with specialist manager Infradebt. ...

Funds management • 2 February 2024

With advisers opting to leave large licensees and set up their own business, the ATO has launched a new online learning platform to help small business owners meet their ...

People & Products • 2 February 2024

The financial advisory business has made its first acquisition of the year, with one of its Victorian subsidiary firms purchasing an accounting practice. ...

Financial planning • 2 February 2024

ASIC kicked off the year with its first licence cancellation and a contempt of court application as it states it is seeking to send a “clear compliance and deterrence mes...

Financial planning • 2 February 2024

Former abrdn managing director Brett Jollie and F3 founder Camilla Love are among appointments to the advisory board of Melbourne recruitment firm Kaizen....

People & Products • 2 February 2024

Adviser Ratings has revealed that over 60 per cent of financial advice practices are enjoying profit margins above 20 per cent, heralding a new era of salary growth, stab...

Financial planning • 2 February 2024

Losses at Count and Diverger, which are set to merge in March, have wiped out the double-digit adviser gains seen last week. ...

Financial planning • 2 February 2024

Providing inappropriate advice and receiving soft benefits from a telemarketing operation about superannuation switching are among breaches that have led to the Financial...

Financial planning • 2 February 2024

Sequoia has made its latest acquisition of a national paraplanning service as it seeks to expand its offering for advisers....

Financial planning • 2 February 2024

ifa is hosting a free webcast in February on how one retirement income solution could prepare clients for retirement, sponsored by Allianz Retire+....

People & Products • 5 February 2024

With Australians living and working longer than ever, there are calls from industry professionals to redefine the traditional concept of retirement to ensure it meets the...

Features • 5 February 2024

On the five-year anniversary of the Hayne royal commission, FAAA chief executive Sarah Abood believes it will be a “tragedy” if the industry reverts back and shares her v...

Financial planning • 5 February 2024

Five years since the Hayne royal commission was released to the public in February 2019, Money Management speaks to five advisers who reflect on how the advice industry h...

Financial planning • 5 February 2024

Key performers emerging across Asia could see the region outperform the US market over the long term as a 'growth de-synchronisation' plays out, according to fund manager...

Funds management • 5 February 2024

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
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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