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There were 25 winners at the first-ever Australian Wealth Management Awards, held in Sydney tonight....

Funds management • 8 May 2024

In this latest Meet the Manager profile, Money Management speaks with Ophir Asset Management co-chief executive Andrew Mitchell. ...

Funds management • 9 May 2024

Platinum Asset Management saw outflows of $1.65 billion in April, partly as a result of redemptions from institutional mandates and product rationalisation initiatives....

Funds management • 9 May 2024

Financial services lawyers believe the government may have good intentions, but the proposed legislation leaves superannuation trustees targeting an unachievable “standar...

Financial planning • 9 May 2024

ASIC has called on superannuation funds to improve their oversight of advice fee deductions following an investigation of 10 trustees that found $990 million was charged ...

Financial planning • 9 May 2024

In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear s...

Editorial • 9 May 2024

The corporate regulator has commenced “urgent” Federal Court proceedings against a Brisbane-based financial adviser in connection to financial advice and activities on cl...

Financial planning • 9 May 2024

Financial services software Iress and digital community platform Ensombl have partnered up to strengthen the technology skills of financial advisers and paraplanners thro...

Financial planning • 10 May 2024

Pinnacle remains a “standout” fund manager, according to Morningstar, amid a challenging backdrop for active asset management and the addition of a new global equities af...

Funds management • 10 May 2024

Two separate studies have discovered the majority of advised clients prefer to pay a flat fee for financial advice, while unearthing how much they are willing to pay for ...

Financial planning • 10 May 2024

A new advice licensee set up by former WT Financial advisers has helped financial adviser numbers return above the 15,600 mark this week....

Financial planning • 10 May 2024

The FAAA has called on Minister Stephen Jones to address the escalating costs of CSLR as Dixon Advisory complaints to AFCA approach 2,500 following an extension of its AF...

Financial planning • 10 May 2024

While the Magnificent Seven have been a runaway success – they drove almost two-thirds of the S&P 500’s 24% return in 2023 – our view is that the largest seven companies ...

Knowledge Centre • 10 May 2024

AFCA and the CSLR have signed a memorandum of understanding as to how they will support an efficient financial services sector via the scheme....

Financial planning • 13 May 2024

Despite its popularity, only 1 per cent of financial advisers say they have often discussed cryptocurrency with clients, CoreData said, fuelled by concerns of heavy legal...

Financial planning • 13 May 2024

Money Management spoke with two brand consultants to how Perpetual can best rebrand its business as the 138-year name is sold to private equity firm KKR....

Funds management • 13 May 2024

With 66 per cent of newly established advice licensees being sole advisers, what are the risks and legal ramifications to consider when taking the plunge into self-licens...

Financial planning • 13 May 2024

Proposed legislative changes to safe harbour duty could result in advisers having reduced professional indemnity costs, a joint submission by seven major licensees said....

Financial planning • 13 May 2024

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

People & Products • 13 May 2024

Sophia Rahmani has officially begun her new role as managing director of Magellan with the intention to move to CEO within 12 months. ...

Funds management • 13 May 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