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As a Federal Court judge notes the lack of experience held by the responsible manager of Lanterne Fund Services, Money Management explores what is required of the role. ...

Financial planning • 15 April 2024

Research by Wealth Data has found exactly half the number of advisers who have worked at closed AFSLs in the current financial year remain on the ASIC FAR....

Financial planning • 15 April 2024

Iress has completed the sale of its platform business, bringing $4.1 billion in funds under administration over to Praemium....

People & Products • 15 April 2024

Preqin, an alternative assets data provider, has developed a range of ESG fund performance benchmarks to provide advisers with greater transparency of the alternatives sp...

Funds management • 15 April 2024

In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth ...

Editorial • 15 April 2024

ASIC chief executive, Warren Day, is among senior executives to depart the corporate regulator amid changes to its leadership team....

People & Products • 15 April 2024

The Rask Group, in partnership with InvestSMART’s new investment platform, has announced three ETF strategies, aimed at empowering financial advisers to create and manage...

Financial planning • 16 April 2024

Progressing digital advice and seeking breakeven in the advice division are part of AMP’s goals for the upcoming financial year as it approaches 1,000 financial advisers ...

Financial planning • 16 April 2024

As fund managers look to enhance efficiencies and reduce operating expenses amid active underperformance, former abrdn managing director Brett Jollie shares how to succes...

Funds management • 16 April 2024

Recruitment manager Robert Half has shared the most in-demand roles in financial services that firms are finding difficult to fill, driven by ASIC’s growing focus on risk...

People & Products • 16 April 2024

Platform HUB24 has reported $100 billion funds under administration in its latest quarterly results, helped by a 90 per cent rise in platform net inflows....

Financial planning • 16 April 2024

Michael Lovett, who left the investment giant just three months after launching its Vanguard Super offering, has taken up a CEO role at an Australian asset manager....

Funds management • 16 April 2024

Apostle Funds Management has appointed the newly created position of director, head of wholesale as the firm expands its Australian footprint in the wholesale sector....

People & Products • 17 April 2024

The global investment firm has announced a new active bond fund, offering investors a diversified portfolio of Australian and global fixed income securities....

Funds management • 17 April 2024

Forager Funds Management has shared its rationale behind delisting its Australian Shares Fund from the ASX in favour of structuring it as an open-ended unit trust....

Funds management • 17 April 2024

While the Financial Services and Credit Panel can take action on individual advisers’ misconduct, a compliance professional unpacks why the panel does not always subject ...

Financial planning • 17 April 2024

High entry requirements are vital to ensure fund management remains competitive, according to Blackwattle’s managing director Michael Skinner, as the firm approaches its ...

Funds management • 17 April 2024

PIMCO believes the Australian bond market is offering compelling yields for advisers already regardless of the next action of the Reserve Bank of Australia....

Funds management • 17 April 2024

Schroders’ fixed income managers Adam Kibble and Kellie Wood have shared their views on Australia’s monetary policy path and whether term deposits should play a role in c...

Funds management • 17 April 2024

There is a role for advisers using inflation-linked bonds in portfolios, according to AXA IM, as the possibility of higher inflation necessitating another US rate hike is...

Funds management • 17 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 5 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 3 days ago