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Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based weal...

Financial planning • 11 June 2024

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...

Financial planning • 11 June 2024

A fixed income veteran has left BlackRock after almost 20 years to take up a position of global CIO for fixed income, responsible for managing $278 billion in fixed incom...

Funds management • 11 June 2024

Schroders portfolio manager and head of fixed income, Kellie Wood, has shared the asset allocation in the firm’s Fixed Income Fund as the RBA finds itself in a tricky sit...

Funds management • 12 June 2024

The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fi...

Funds management • 12 June 2024

With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcendi...

Financial planning • 12 June 2024

Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work....

Financial planning • 12 June 2024

Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds. ...

Financial planning • 12 June 2024

As the FAAA and FSC prepare to appear before the Senate economics committee today to discuss the QAR, the date coincides with one year since the government published its ...

Financial planning • 12 June 2024

Infrastructure is one of the backbones of economic prosperity and societal well-being, and here, in the 21st century, it has never been more crucial. ...

Knowledge Centre • 13 June 2024

Copper prices have surged recently, driven by a mix of inflationary pressures and disruptions in supply and demand. ...

Knowledge Centre • 13 June 2024

Ausbil Investment Management has announced a restructure of its Australian equities team as its co-head departs after 23 years....

Funds management • 13 June 2024

More than 20 winners from the funds management industry have been crowned at this year’s awards....

Funds management • 13 June 2024

In this episode of Relative Return, host Laura Dew speaks with Mischa Bennett, managing director of Capital Executive Search, to dig into the intricacies of fund manageme...

Editorial • 13 June 2024

Marking a departure from April’s muted inflows, the ETF industry reported the highest level of monthly inflows for the year so far during May at $2 billion....

Funds management • 13 June 2024

The corporate regulator has made a suspension and a cancellation of the AFSL of two Queensland-based firms. ...

Financial planning • 13 June 2024

Licensees are figuring out how to navigate the annual superannuation performance test to avoid any clients being stuck in affected funds and whether they need to start ru...

Financial planning • 13 June 2024

Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of QAR legislation as a “ticking time bomb” i...

Financial planning • 13 June 2024

The investment manager said it has appointed an industry “visionary” to join the business as its new head of global ETFs and funds....

Funds management • 14 June 2024

Investment boutique Prime Value Asset Management has appointed a head of distribution who joins the firm after almost nine years at Magellan Financial Group....

Funds management • 14 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 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 5 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 3 days ago