PIMCO has discussed how advisers can have conversations with clients who are eager to “time” their re-entry back into bond markets with possible rate cuts....

The Australian alternative real estate investment manager has received a $550 million credit mandate from a North American-based global institutional investor....

T. Rowe Price has outlined the fixed income allocations in its multi-asset funds as well as how November’s US election will affect the potential for rate cuts....

Ahead of the upcoming ASIC inquiry report, Senator Andrew Bragg has criticised the regulator and Labor government for the impact of rising levies on financial advice prac...

Latest analysis from Morningstar has raised concerns with four Australian asset managers, flagging their organisational issues and a less-favourable impact from interest ...

With the indicative ASIC levy expected soon, the FAAA has queried whether the cost of action against Dixon Advisory will impact the 2023–24 figures. ...

Two former Magellan fund managers have launched their own boutique firm with support from Bennelong Funds Management, focusing on small and mid-cap global equities....

ASIC has obtained interim orders from the Federal Court to freeze the assets of a Melbourne advice licensee in order to protect investor funds amid an ongoing investigati...

Compliance professionals working in financial services are facing burnout risk as higher workloads, coupled with the ever-changing regulation, place notable strain on sta...

In this week’s episode of Relative Return, host Laura Dew speaks with Jordan Cvetanovski, chairman and chief investment officer at Pella Funds Management, about running h...

In an update to the case of managed fund Shield Master Fund, the Federal Court has appointed an independent party to have full control of its bank accounts and prevent th...

The Responsible Investment Association Australasia has announced an upcoming adviser-focused course to launch next month about ESG integration in advice firms....

The Financial Advice Association Australia has detailed strategies that can improve advice efficiencies without the need for legislation....

The cost of running an ESG fund is on the rise, and firms and investors are in debate how much this extra cost should impact product costs....

Some 41 per cent of financial advisers say they have no conflicts of interest in their business, according to Holley Nethercote, indicating a fundamental lack of understa...

Financial adviser losses this week are 10 times higher than those of the previous week, as many look to switch licensees before the end of the financial year. ...

ASIC has cancelled the AFS licence of a Victorian fund manager and banned its managing director for four years after discovering “significant and systemic failures of ove...

As the financial year comes to a close, ASIC has suspended the AFSL of a Melbourne financial services firm following an investigation by the regulator....

As the 2023–24 financial year comes to a close, Money Management reviews the financial advisers who fell under the regulator’s enforcement spotlight....

Chartered Accountants Australia and New Zealand has appointed a financial advice leader who joins following 20 years at CPA Australia....