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ASIC has cancelled the AFSL of a Brisbane advice firm in order to protect the interest of potential consumers as it feared the firm would breach financial services laws. ...

Financial planning • 22 April 2024

Clients may be asking their adviser whether there is still value in the US technology names after their rally, but Fidelity International’s Lukasz de Pourbaix believes th...

Funds management • 22 April 2024

Sequoia shareholders are due to hold a vote regarding the removal of chief executive Garry Crole and are looking to appoint the chair of a rival licensee in his place on ...

Financial planning • 22 April 2024

Over 90 finalists have been chosen to compete at the 36th annual Fund Manager of the Year Awards, to be held in Sydney on 13 June....

Funds management • 22 April 2024

Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum ...

Financial planning • 23 April 2024

Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...

Financial planning • 23 April 2024

Shaw and Partners co-CEO, Earl Evans, reflects on the advice firm’s decade-long success story and why fostering a quality work culture sits at the heart of the business....

Financial planning • 23 April 2024

First Sentier Investors has announced it will close four of its Australian investment teams amid a simplification of the business, with $14 billion expected to be returne...

Funds management • 23 April 2024

The heads of two financial advice licensees have joined the board of the Financial Services Council as it looks to deepen its engagement with the space and strengthen its...

Financial planning • 23 April 2024

Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution cha...

Financial planning • 24 April 2024

Unadvised Australians believe they need $2 million to retire comfortably, according to Colonial First State, a wide variance compared to advised individuals which estimat...

Financial planning • 24 April 2024

TAL has introduced four new courses to its Risk Academy focused on ethical dilemmas as part of Ethics Month to help advisers meet their CPD requirements....

Financial planning • 24 April 2024

As ASIC chair Joe Longo pushes firms to prepare for the upcoming mandatory climate disclosure regime, what skills are necessary if firms are looking to expand their ESG t...

Funds management • 24 April 2024

The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space....

Financial planning • 24 April 2024

After years of low rates, three younger fixed income specialists have shared how they navigated “one of the toughest environments for investment decision-making” in the f...

Features • 24 April 2024

Following yesterday’s news about First Sentier Investors closing four investment teams, a second global asset manager has announced it is closing its only dedicated Austr...

Funds management • 24 April 2024

Experience the forefront of change in the financial services landscape...

Upcoming event • 24 April 2024

Experience the forefront of change in the financial services landscape...

Upcoming event • 24 April 2024

Experience the forefront of change in the financial services landscape...

Past events • 24 April 2024

Global fixed income fund Bentham Global Opportunities has been added to several major platforms, enabling it to be accessed more easily by financial advisers. ...

Funds management • 24 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