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Global investment manager Nuveen has appointed William Huffman as its new chief executive, succeeding Jose Minaya who departs after 20 years at the business....

Funds management • 17 June 2024

ETF provider Betashares has secured $300 million in investment from Singapore-based Temasek which will acquire a stake in the business....

Funds management • 17 June 2024

The high cost of receiving financial advice continues to be a barrier preventing half of retirees from seeking an adviser’s support, Vanguard’s latest data shows....

Financial planning • 17 June 2024

Colonial First State has confirmed the first alternative manager for its funds, following the closure of four First Sentier Investors teams. ...

Funds management • 17 June 2024

From cyber security threats to external reviews, financial services law firm Holley Nethercote has uncovered the most notable compliance concerns for AFSLs....

Financial planning • 17 June 2024

JBWere Australia CEO, Maria Lykouras, and a female financial adviser have underscored how advice practices can better service female clients from communication and trust ...

Financial planning • 18 June 2024

Lazard Asset Management has launched its first ETF in Australia, transforming its global listed infrastructure fund into an ETF structure. ...

Funds management • 18 June 2024

TAL group chief executive Brett Clark is to step down from the role after almost a decade with a new replacement appointed....

Financial planning • 18 June 2024

Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....

Financial planning • 18 June 2024

The central bank has announced its latest rate decision amid sticky inflation and ongoing geopolitical tension, including uncertainty in the eurozone....

Funds management • 18 June 2024

As AFSLs cite cyber security as their biggest compliance fear, a law firm has shared four steps that listed businesses need to take if they suffer a breach....

Financial planning • 18 June 2024

The global asset manager has partnered with a financial technology platform to offer wholesale investors greater access to private equity markets....

Funds management • 18 June 2024

The asset manager has expanded its iShares product suite with the launch of a new ETF, providing exposure to long-duration Australian Treasury and semi-government bonds....

Funds management • 18 June 2024

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....

Financial planning • 18 June 2024

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
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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