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With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...

Financial planning • 22 March 2024

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...

Features • 25 March 2024

Global fund managers are the most bullish they have been in more than two years, the latest Bank of America manager survey has shown....

Funds management • 25 March 2024

ASIC has reminded advisers that their registration requirements are an ongoing obligation, having met the first deadline on 16 February, and highlighted when a registrati...

Financial planning • 25 March 2024

Corrs Chambers Westgarth, the law firm handling AMP’s buyer of last resort proceedings, says it is yet to file documents relating to the settlement sum, as the case manag...

Financial planning • 25 March 2024

Private markets firm Spire Capital has appointed former Schroders Australia chief executive, Sam Hallinan, as a partner as it seeks to expand its reach with financial adv...

Funds management • 25 March 2024

The proportion of new entrants who decide to remain in the financial advice profession is on the rise but overall numbers are still insufficient, according to Wealth Data...

Financial planning • 25 March 2024

The second CSLR levy period payable by financial advisers could increase to as much as $39.4 million if AFCA processes all DASS complaints by March 2025....

Financial planning • 25 March 2024

The multi-asset businesses of Perpetual and Pendal are being merged to create one team known as the Perpetual Multi Asset Strategies Team....

Funds management • 25 March 2024

It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years c...

Funds management • 25 March 2024

Former chair of the House of Representatives’ Standing Economics Committee, Tim Wilson, is planning a return to politics after losing his seat in the 2022 federal electio...

Financial planning • 26 March 2024

Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management. ...

People & Products • 26 March 2024

Perpetual has appointed Charles River Development – part of State Street – to manage the front office operations of its Australian asset management business....

Funds management • 26 March 2024

While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...

Financial planning • 26 March 2024

One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady gro...

Financial planning • 26 March 2024

Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive....

Funds management • 27 March 2024

Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiar...

Financial planning • 27 March 2024

Private markets expertise is sought-after for investment operations hires as allocations to alternative assets rise, according to a recruitment firm, but there is a gap b...

Funds management • 27 March 2024

AFCA has already received almost 70,000 complaints since the start of the financial year, and chief executive David Locke has warned this sustained high growth shows the ...

Financial planning • 27 March 2024

There is an opportunity for advice firms to improve their relationships with self-employed clients, as Business Health finds they report low satisfaction levels with thei...

Financial planning • 27 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