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There are compelling tailwinds driving global small-cap stocks at the moment, which present an opportunity for Australian investors. However, many portfolios may not be a...

Knowledge Centre • 19 June 2024

Australian bond ETFs saw monthly inflows triple in May to reach $324 million, according to Betashares....

Funds management • 19 June 2024

Fixed income has the second-lowest percentage of female portfolio management appointments, according to a diversity report from Future IM/Pact. ...

Funds management • 19 June 2024

The latest Bank of America Global Fund Manager Survey has found investors are the most bullish they have been since November 2021, pivoting away from bonds and into equit...

Funds management • 19 June 2024

Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser....

Financial planning • 19 June 2024

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

Funds management • 19 June 2024

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....

Financial planning • 19 June 2024

Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...

Financial planning • 19 June 2024

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

Financial planning • 20 June 2024

Platinum Asset Management is closing its Platinum World Portfolios and its London office as part of the business “turnaround program” announced in February....

Funds management • 20 June 2024

The Treasury has announced its latest roadmap to support growth in Australia’s sustainable finance markets and tackle greenwashing, including several upcoming milestones....

Funds management • 20 June 2024

A Sydney-based subsidiary of a private equity firm has received an infringement notice for alleged serious failures from the Markets Disciplinary Panel....

Funds management • 20 June 2024

In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O’Connor and head of sales and distribution for South-East Asia...

Editorial • 20 June 2024

Mexican restaurant chain Guzman y Gomez has listed on the ASX in a blockbuster IPO with shares rising by a third upon opening....

Funds management • 20 June 2024

Compliance experts have warned there is potential for the experience pathway to be abused if licensees fail to check whether an individual has the necessary 10 years’ exp...

Financial planning • 20 June 2024

There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....

Financial planning • 20 June 2024

The Senate economics legislation committee has pushed back the release of its findings on the Delivering Better Financial Outcomes bill, the same day as the Coalition wri...

Financial planning • 21 June 2024

The transformation of US infrastructure presents significant opportunities for investors....

Knowledge Centre • 21 June 2024

Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....

Financial planning • 21 June 2024

Pella Funds Management founder, Jordan Cvetanovski, has shared his top advice for any budding fund managers looking to start their own business....

Funds management • 21 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