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Count Financial’s acquisition strategy shows no signs of slowing down, as the company’s equity firm acquires a $1.4 million stake in a Gold Coast accounting business....

Financial planning • 9 April 2024

The current macroenvironment is proving to be ‘encouraging’ for global mergers in the funds management space, says Wilson Asset Management, underpinned by increased optim...

Funds management • 9 April 2024

The Joint Associations Working Group has issued a statement urging the government to fix the Quality of Advice Review legislation to prevent an “unworkable” path forward....

Financial planning • 9 April 2024

Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...

Financial planning • 9 April 2024

In this new episode of The Manager Mix, host Laura Dew speaks to Anthony Kirkham, head of Asia-Pacific investment management at Western Asset to delve into everything fix...

Editorial • 9 April 2024

The head of Mayfair 101, James Mawhinney, has been charged with four counts of engaging in dishonest conduct....

Financial planning • 9 April 2024

Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...

People & Products • 10 April 2024

Sequoia Financial Group has received a defence and counterclaim from Tim McGowen regarding the acquisition of Informed Investor....

Financial planning • 10 April 2024

Platinum Asset Management has reported its latest funds under management figures, with the firm forecasting a further $1.2 billion in redemptions ahead from its instituti...

Funds management • 10 April 2024

Five industry commentators have shared their insights on the future of ETFs, including a possible US$1 trillion ETF and more active ETF vehicles. ...

Funds management • 10 April 2024

With 4.2 financial advice firms expected to fail per year, what type of problems can occur that could cause a licensee or micro-AFSL to go under?...

Financial planning • 10 April 2024

“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...

Funds management • 10 April 2024

While fixed income ETFs have lagged behind their equity counterparts, outgoing Vanguard chief executive Tim Buckley expects the asset class to underpin ETF growth in the ...

Funds management • 10 April 2024

Amundi has detailed its current asset allocation in fixed income, including its weighting to Japan after the Bank of Japan made its first interest rate hike since 2016....

Funds management • 10 April 2024

ASIC has appealed the Federal Court’s decision to dismiss proceedings against Finder regarding a crypto-asset product. ...

Funds management • 11 April 2024

Findex has announced private equity firm Mercury Capital will acquire a 40 per cent stake in the company from KKR as it seeks to triple in size in the next five years....

Financial planning • 11 April 2024

JP Morgan Chase chief executive, Jamie Dimon, has stated it aims to eliminate the usage of proxy advisers by the end of 2024 in its asset management arm as he believes it...

Funds management • 11 April 2024

The top salaries for financial advisers have risen by more than a third in the past year in one state, according to recruitment firm Robert Walters....

Financial planning • 11 April 2024

Insignia Financial’s chief risk officer sheds light why the “multidimensional” risks of operating a financial advice licensee requires a holistic and curious approach....

Financial planning • 11 April 2024

The Federal Court has issued a seven-figure penalty against Lanterne Fund Services, a wholesale licensee which operated as a ‘licensee for hire’. ...

Financial planning • 11 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 1 day 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