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Global investment manager Fidelity International has appointed a new president to take over from Anne Richards, who will move into a vice chair role....

Funds management • 4 March 2024

Blackwattle has appointed former Antipodes founding partner and portfolio manager, Sunny Bangia, and three former colleagues to launch its first global equity fund....

Funds management • 4 March 2024

Real estate fund manager Centuria Capital has made two distribution appointments, including the former chief operating officer of a national advice firm. ...

People & Products • 5 March 2024

The Federal Court has ruled financial advice licensee RM Capital failed to take reasonable steps to prevent its authorised representative from accepting conflicted remune...

Financial planning • 5 March 2024

Vanguard has announced its international chief executive, Tim Buckley, will retire by year-end while chief investment officer Greg Davis has been promoted to president....

Funds management • 5 March 2024

Business and practice development managers believe they are stretched too thin in working with high volumes of financial advisers and are dissatisfied with their roles an...

Financial planning • 5 March 2024

The head of one of Australia’s largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms prov...

Financial planning • 5 March 2024

The shadow government has appointed a minister for financial services following the departure of Stuart Roberts last May, plus a new role for Andrew Bragg....

People & Products • 5 March 2024

Over the years government regulations regarding financial advice delivery has increased complexity, compliance costs and time to deliver advice. As a result, financial ad...

Knowledge Centre • 5 March 2024

Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions....

People & Products • 5 March 2024

The framework of Alternative Risk Premia has developed from an academic theory to a modern practice used by investment managers worldwide, writes Paul Fraynt....

Expert Analysis • 6 March 2024

Adviser Ratings has entered a strategic partnership with Numerisk to introduce a professional indemnity insurance solution, aimed at opening up adviser supply and improvi...

Financial planning • 6 March 2024

Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...

Financial planning • 6 March 2024

Money Management compares the financial results of the top three Australian investment platforms – Netwealth, HUB24 and Praemium – for the first half of FY24....

Financial planning • 6 March 2024

Investors are suffering from decision paralysis with the volume of choice available, according to the CEO of Morningstar, and the industry would be wise to improve their ...

Funds management • 6 March 2024

The Financial Services and Credit Panel has made its latest decision on a case regarding Statements of Advice and rolling over superannuation funds....

Financial planning • 6 March 2024

InvestSMART is positioning its business to be a leading digital wealth and advice platform in Australia as it launches its own white label online investing platform....

Financial planning • 7 March 2024

Magellan has reported a funds under management increase, rising to $37.2 billion, as Sophia Rahmani prepares to join the firm in May....

Funds management • 7 March 2024

A Melbourne-based advisory firm formerly licensed through AMP has become the latest to join the Count network, while newly acquired Diverger has partnered with a fintech ...

Financial planning • 7 March 2024

In the latest Meet the Manager profile, Money Management speaks with Merlon Capital portfolio manager and principal Andrew Fraser about setting up a fund manager in the w...

Funds management • 7 March 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 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 5 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 3 days ago