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Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board including former MLC CEO Geoff Lloyd as chair....

Financial planning • 28 May 2024

With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first....

Financial planning • 28 May 2024

Abrdn chief executive Stephen Bird is to depart the troubled fund manager, which has slashed hundreds of jobs, after four years as the firm “moves to fresh leadership”. ...

Funds management • 28 May 2024

This senior consultant has emphasised why ‘playing the long game’ of cultivating a desirable work culture is vital for high-performing financial advice firms and their te...

Financial planning • 28 May 2024

A former financial adviser based in the Sunshine Coast has been permanently banned by ASIC after being sentenced to six years’ imprisonment for fraud....

Financial planning • 28 May 2024

Fidelity International has announced the launch of four active ETFs for Australian investors after confirming the delisting of one of its existing active ETFs from the AS...

Funds management • 28 May 2024

Global X is slated to launch a new ETF focusing on US infrastructure development, while two of its crypto funds surpass AUM milestones following regulatory approvals....

Funds management • 28 May 2024

With global head of iShares Salim Ramji moving to take the role of Vanguard CEO, the firm has outlined a new management structure. ...

Funds management • 28 May 2024

With video gaming set to see 2.8 billion players next year, VanEck believes the activity will be the latest thematic to outperform, boosted by the use of artificial intel...

Funds management • 28 May 2024

A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single wome...

Financial planning • 29 May 2024

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research un...

Financial planning • 29 May 2024

A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards....

Funds management • 29 May 2024

A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, accor...

Financial planning • 29 May 2024

As the financial advice industry looks to embrace career changers, Money Management speaks to a former teacher and international development worker who took the leap into...

Financial planning • 29 May 2024

Schroders Australia has become the latest asset manager to announce changes to its Australian investment teams with head of fixed income Stuart Dear to depart after more ...

Funds management • 29 May 2024

Central banks are signaling a desire to start cutting rates. Loomis Sayles’ Lynda Schweitzer doesn’t see evidence of a decisive turn for the worse in the economic cycle....

Knowledge Centre • 29 May 2024

Dixon Advisory is to be expelled by the Australian Financial Complaints Authority, preventing any new complaints being made against the firm....

Financial planning • 29 May 2024

ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes....

Funds management • 29 May 2024

Principal Asset Management has made its Finisterre Emerging Markets Debt Total Return strategy available to wholesale and institutional investors in Australia. ...

Funds management • 29 May 2024

Former Pendal manager Vimal Gor has returned to bonds as head of fixed income and multi-asset at Ellerston Capital, just months after joining a crypto advisory firm. ...

Funds management • 29 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....

6 days 16 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 4 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 2 days ago