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Real estate debt provider DWS has appointed Matthias Naumann as chief investment officer for real estate for Asia-Pacific. ...

Funds management • 29 May 2024

Former ASIC deputy chair Peter Kell is to chair the Australian Financial Complaints Authority’s consumer advisory panel....

Financial planning • 30 May 2024

Financial advisers report experiencing trust issues from consumers still distrustful after the Hayne royal commission and in their own staff, but overall trust levels are...

Features • 30 May 2024

Insignia’s advice reorganisation could solidify its reputation as Morningstar warns the firm’s brand integrity and profitability are at risk from declining adviser number...

Financial planning • 30 May 2024

An authorised representative of Capstone Financial Planning has been permanently banned for misappropriating more than $650,000 in client funds....

Financial planning • 30 May 2024

In this episode of Relative Return, host Keith Ford speaks with Matt Reynolds, investment director at Capital Group, about how the firm’s history and fundamental research...

Editorial • 30 May 2024

Risk management and compliance system Fourth Line has partnered with insurance broker Numerisk to launch a new PI insurance solution for financial advice practices....

Financial planning • 31 May 2024

BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors. ...

Financial planning • 31 May 2024

Regal Partners has grown funds under management to $12.2 billion and flagged it may consider smaller bolt-on acquisitions, having withdrawn a bid last year for Pacific Cu...

Financial planning • 31 May 2024

The financial advice profession has seen double-digit adviser losses over the past week, including six advisers who departed Australia’s largest advice licensee....

Financial planning • 31 May 2024

Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Managemen...

Financial planning • 31 May 2024

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility, according to a new white paper by Zagga. ...

Knowledge Centre • 31 May 2024

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to...

Features • 3 June 2024

With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super....

Financial planning • 3 June 2024

A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public....

Financial planning • 3 June 2024

When it comes to their brand, BlackRock and J.P. Morgan Asset Management have been identified as the two asset management firms with the strongest brand value....

Funds management • 3 June 2024

Three founders of fund management firms have shared what prompted them to break away and set up their own businesses....

Funds management • 3 June 2024

Sebastian Mullins, head of Schroders’ new combined fixed income and multi-asset division, says the move is a way of “future-proofing” the business. ...

Funds management • 3 June 2024

Only two of the listed financial advice licensees have seen growth in their share price over the past year, half the volume in December 2023....

Financial planning • 3 June 2024

Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....

Funds management • 3 June 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