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Rather than gathering new clients and launching new products, the key focus of asset managers right now is to ensure their existing clients are top priority in a bid to p...

Funds management • 14 May 2024

ASIC has announced the Administrative Appeals Tribunal has upheld a former NSW-based adviser’s permanent ban following his conviction for fraud offences....

Financial planning • 14 May 2024

The corporate regulator has permanently banned a Melbourne-based financial adviser that “dishonestly attempted to induce clients to transfer their superannuation into a b...

Financial planning • 14 May 2024

ETF provider Global X has launched a Gold Bullion ETF which will complement the firm’s existing physical gold vehicle. ...

Funds management • 14 May 2024

Betashares has highlighted which ETFs saw the highest volume of inflows and outflows in April, while the overall ETF industry breaks its six-month growth streak....

Funds management • 14 May 2024

Online investment adviser and fund manager Stockspot has introduced Stockspot Super, Australia’s first 'ETF only' superannuation product. superannuation product....

Funds management • 14 May 2024

Fidelity Australia managing director Lawrence Hanson has announced the firm’s intention to launch several of its strategies as active ETFs....

Funds management • 14 May 2024

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

Policy & Regulation • 14 May 2024

Centrepoint Alliance has upgraded its expected financial results for FY24, thanks to strong adviser recruitment and the acquisition of Queensland advice firm Financial Ad...

Financial planning • 15 May 2024

Betashares chief executive, Alex Vynokur, believes technology advancements will enable banks to return to financial advice in the future as the need for advice is greater...

Financial planning • 15 May 2024

Financial advisers and wealth managers need to exceed their clients’ desires for personalisation, a new EY report writes, and the requirements for this will vary between ...

Financial planning • 15 May 2024

Iress’ investigation of a cyber breach that occurred last weekend has found it affected its OneVue production environment which contains client data. ...

Funds management • 15 May 2024

Global investment giant Vanguard has appointed a new global CEO to replace Tim Buckley who steps down after more than 30 years with the business. ...

Funds management • 15 May 2024

Rather than taking a set-and-forget approach to credit investing, this investment specialist sheds light on why it is time for active management in the asset class....

Funds management • 15 May 2024

AUSIEX analysis has discovered the net traded value of Australian dollar fixed income ETFs more than doubled from January to April, reflecting growing investor demand....

Funds management • 15 May 2024

The latest monthly Bank of America global fund manager survey has found investors are starting to shift cash into bonds as cash allocations reach a three-year low. ...

Funds management • 15 May 2024

Betashares has expanded its fixed income solutions with the launch of a new ETF offering exposure to subordinated bonds issued by the big four Australian banks....

Funds management • 15 May 2024

The latest budget papers have outlined a $10 million provision for ASIC greenwashing enforcement activity as well as funds for a sustainable labelling regime to be partia...

Funds management • 16 May 2024

Career changers, such as accountants and teachers, are a valuable demographic for potential advisers as industry commentators say adviser numbers are “not touching the si...

Financial planning • 16 May 2024

Financial adviser has been identified as a job that is at “high risk from AI disruption”, but industry commentators say such technologies will enhance their role rather t...

Financial planning • 16 May 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 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....

2 weeks 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 4 days ago