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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

In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM....

Financial planning • 24 April 2024

In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves workin...

Editorial • 25 April 2024

Perpetual has seen AUM rise 6 per cent in the last quarter but the departure of a longstanding JOHCM fund manager led to outflows of $2.2 billion from his strategy....

Funds management • 26 April 2024

There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...

Expert Analysis • 26 April 2024

The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education....

Financial planning • 26 April 2024

Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the cur...

Financial planning • 26 April 2024

ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year....

Financial planning • 26 April 2024

An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC....

Financial planning • 26 April 2024

In the latest Meet the Manager profile, Money Management speaks with Michael Skinner, founder and managing director at Blackwattle Investment Partners....

Funds management • 29 April 2024

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic....

Financial planning • 29 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