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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

Two fund managers have shared how they look to exploit psychological biases in their portfolio construction and the behavioural traits at work when investors flood into s...

Funds management • 7 March 2024

The Albanese government has confirmed superannuation will be paid on the Commonwealth paid parental leave scheme from next year, addressing a longstanding “gender blind s...

Superannuation • 7 March 2024

In this episode, Maja Garaca Djurdjevic speaks with Sarah Shaw, chief executive and chief investment officer at 4D Infrastructure, about how she set up her own asset mana...

Editorial • 7 March 2024

The boutique asset manager saw US$3 billion in net inflows in February, almost double the volume seen in the preceding month as FUM rose to $137.5 billion....

Funds management • 8 March 2024

ASIC is seeking to hear the views of users in order to improve the design of its digital services and will be conducting interviews this month. ...

Financial planning • 8 March 2024

An award-winning female adviser has shared how advice firms can better support their female staff and make the workplace a more accommodating environment, as only a small...

Financial planning • 8 March 2024

As the world celebrates International Women’s Day today, Money Management is proud to host the first-ever Women in Finance Network Lunch later this month....

People & Products • 8 March 2024

Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2...

Financial planning • 8 March 2024

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated...

8 March 2024

Treasurer Jim Chalmers has opened a consultation into the design of the annual superannuation performance test, canvassing views on a range of reform options....

Financial planning • 8 March 2024

Former Bravura chief executive, Nicholas Parsons, has taken up a new role at funds network Calastone as it looks to bring a digital investment strategy to market....

People & Products • 11 March 2024

Hot on the heels of announcing its turnaround strategy, Platinum Asset Management has shared its latest fund under management figures, reporting its largest outflows for ...

Funds management • 11 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 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