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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

Two financial advice businesses are to merge in a bid to create a multidisciplinary professional services firm as part of AZ NGA’s “super firm” strategy....

Financial planning • 18 April 2024

Platinum Asset Management chief executive, Jeff Peters, has shared a progress update on its newly announced turnaround strategy....

Funds management • 18 April 2024

Three solutions providers – Betashares, Franklin Templeton and Russell Investments – have all launched new ETF products, including one range which uses gearing to help bu...

Funds management • 18 April 2024

Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionall...

Funds management • 18 April 2024

Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position....

Financial planning • 18 April 2024

The wealth management company reported $544 million of inflows from financial advisers in the first quarter of 2024....

Financial planning • 18 April 2024

Praemium’s Powerwrap platform experienced net outflows of $53 million as advisers continued to transition, bringing total gross outflows from these transitioning advisers...

Financial planning • 18 April 2024
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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....

6 days 23 hours 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