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Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing the time taken for parties to transact....

Financial planning • 11 March 2024

Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...

Financial planning • 11 March 2024

Advice practices say salaries are taking up almost half of their revenue as the battle for talent heats up in an environment of adviser shortage, according to Business He...

Financial planning • 11 March 2024

Financial advisers’ appetite for active ETFs as a cost-effective investment solution continues to grow, according to Dimensional Fund Advisors, as advice firms look to ma...

Funds management • 11 March 2024

Over $1 billion in inflows went into international equity ETFs with two funds receiving over $150 million each in February, according to Betashares. ...

Funds management • 11 March 2024

In the latest Meet the Manager profile, Money Management speaks with 4D Infrastructure CEO, CIO and portfolio manager Sarah Shaw. ...

Funds management • 12 March 2024

A new Treasury financial services regulatory initiatives grid will work with ASIC to reduce compliance burdens for financial services firms, particularly those which are ...

Financial planning • 12 March 2024

A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry....

Financial planning • 12 March 2024

The case management hearing for AMP’s BOLR proceeding to approve the $100 million settlement sum has been given a rescheduled date after two cancellations....

Financial planning • 12 March 2024

The fact there has already been two enforceable undertakings this year, including one from a former adviser, compared to just five in 2023 indicates ASIC is returning to ...

Financial planning • 12 March 2024

Former RBA governor Philip Lowe has made his first board move since departing the central bank last year....

Funds management • 12 March 2024

WAM Leaders, a listed investment company run by Wilson Asset Management, has entered into a scheme implementation agreement to merge with QV Equities with an enhanced off...

Funds management • 13 March 2024

Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...

Financial planning • 13 March 2024

AFCA has identified a systemic issue in the investments and advice space, with the case needing to be referred to ASIC due to the firm’s lack of engagement or remediation...

Financial planning • 13 March 2024

The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...

Financial planning • 13 March 2024

Rather than looking at high-net-worth CBD advice firms, one Queensland practice is looking to expand nationally via acquiring regional firms with strong client pipelines....

Financial planning • 13 March 2024

The latest FSCP outcome has been issued for a problem relating to Statements of Advice, the second relating to this matter in a month. ...

Financial planning • 13 March 2024

Intelligent Planning has welcomed Keyman Financial Services, with the NSW-based advice firm moving over from Synchron. ...

Financial planning • 14 March 2024

Morningstar is going to offer research ratings of funds in the $3.5 trillion superannuation sector for the first time in response to demand from financial advisers....

Financial planning • 14 March 2024

Viridian Financial Group has launched a program to revolutionise financial literacy and independence among women in light of the gender pay gap. ...

Financial planning • 14 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