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With the first financial adviser exam of the year under the new structure held on 26 March, candidates have described it “tough” despite changes – meaning questions are m...

Financial planning • 3 April 2024

As the first quarter of 2024 comes to a close, Money Management looks back on the corporate regulator’s bans and AFSL cancellations in the financial advice sector....

Financial planning • 3 April 2024

One year since the FPA and AFA merged, Money Management speaks with FAAA chief executive Sarah Abood on what the combined organisation’s advocacy has accomplished....

Financial planning • 3 April 2024

For fixed income investors, predicting the interest rate cycle and bond prices can be akin to catching a falling knife, with potentially costly consequences....

Funds management • 3 April 2024

Invesco has examined the performance of fixed income in the first quarter of 2024 as “central bank speak” caused confusion in markets....

Funds management • 3 April 2024

Northern Trust Asset Management has appointed Christian Roth as its new chief investment officer of global fixed income. ...

Funds management • 3 April 2024

T. Rowe Price has launched a Global Government Bond High Quality Fund for wholesale and institutional investors. ...

Funds management • 3 April 2024

BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....

Financial planning • 4 April 2024

In the latest Meet the Manager profile, Money Management speaks with Christopher Chen, senior investment director, Asia-Pacific, at American Century Investments. ...

Funds management • 4 April 2024

Professional services firm AZ NGA has bolstered its executive team with the creation of an executive general manager role, who will join from HUB24 in July....

People & Products • 4 April 2024

Wealth Data’s Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate....

Financial planning • 4 April 2024

The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. ...

Financial planning • 4 April 2024

The Fund Manager of the Year Awards is the most anticipated awards program of the year for the funds industry – the one setting the standard for the top fund managers and...

Upcoming event • 4 April 2024

In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australi...

Editorial • 4 April 2024

Income Asset Management has announced seven appointments in its fixed income team as the firm strengthens its reach across Australia....

Funds management • 5 April 2024

In the latest Meet the Manager profile, Money Management speaks with Phillip Hudak of Maple-Brown Abbott....

Funds management • 5 April 2024

E&P Financial Group’s chief financial officer and joint company secretary, Stephen Hill, has announced his departure in June as the firm fills the position internally....

People & Products • 5 April 2024

Support from advisers alongside financial education continues to be an integral driver of older Australians’ contentment in retirement, according to new data from Challen...

Financial planning • 5 April 2024

With the first quarter of 2024 behind us, Money Management takes a look back at the biggest M&A deals in financial advice over the period....

Financial planning • 5 April 2024

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over...

Financial planning • 5 April 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