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Former dealer group Libertas Financial Planning has given notice to AFCA to cease membership of the body’s external dispute resolution scheme, meaning victims will no lon...

Financial planning • 5 June 2024

Treasurer Jim Chalmers has described how the launch of Australia's first green bond confirms the country as a "go-to destination" for international green capital. ...

Funds management • 5 June 2024

Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...

Financial planning • 5 June 2024

ASIC has made an interim stop order preventing Australian Unity Funds Management from issuing or distributing interests in an income fund to retail clients after concerns...

Funds management • 5 June 2024

There have been four major deals in the private markets space since March as asset managers look to capitalise on the rapid growth in demand for alternatives. ...

Funds management • 5 June 2024

BlackRock has moved overweight on developed market government bonds for the first time in five years, particularly favouring UK gilts. ...

Funds management • 5 June 2024

Indian government bonds are to be added to the main emerging market local currency debt index for the first time, making it more accessible for foreign investors....

Funds management • 5 June 2024

Zenith Investment Partners’ Damien Hennessy describes why the firm is adding duration for bond allocations in its investment portfolios to manage possible economic condit...

Funds management • 5 June 2024

Advice licensee Sequoia has revealed the outcome of its extraordinary general meeting where a group of shareholders sought to remove chief executive Garry Crole. ...

Financial planning • 5 June 2024

The Federal Court has found Active Super made misleading representations regarding its ESG credentials, specifically around excluding Russian investments at the time of t...

Superannuation • 5 June 2024

Funds under management at Magellan have returned to growth in May after a lull in April....

Funds management • 6 June 2024

Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....

People & Products • 6 June 2024

The corporate regulator has issued a warning that its logo is being misused to perpetuate a social media scam promoting fake investments....

Financial planning • 6 June 2024

North, AMP’s wrap investment platform, has added six new managed portfolios to its investment menu and launched an interactive tool for financial advisers....

Financial planning • 6 June 2024

In the latest episode of Relative Return, host Laura Dew chats with Manny Damianakis, head of sales at Global X, about the popularity of thematic ETFs and the benefits th...

Editorial • 6 June 2024

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

Financial planning • 6 June 2024

Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...

Financial planning • 6 June 2024

Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry....

Financial planning • 6 June 2024

ETF provider VanEck has added four new hires as it seeks to increase its market share with financial advisers. ...

Funds management • 7 June 2024

Shadow minister for financial services, Luke Howarth, has described his counterpart Stephen Jones as being “asleep at the wheel” when it comes to financial advice....

Financial planning • 7 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....

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