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Licensee Infocus Wealth Management has announced it has completed the acquisition of Madison Financial Group, increasing its adviser number to more than 200....

Financial planning • 28 June 2024

Financial software provider Bravura has extended the term of its chief commercial officer as it seeks to finalise work on its transformation program....

People & Products • 1 July 2024

Adviser Ratings’ latest report has unearthed which two Australian states are servicing the highest number of clients and enjoying the largest funds under advice. ...

Financial planning • 1 July 2024

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

Superannuation • 1 July 2024

PGIM Private Alternatives has appointed a Sydney-based vice president for Asia-Pacific business development, joining from MLC Asset Management. ...

Funds management • 1 July 2024

State Street Global Advisors has appointed a new executive vice president and chief operating officer to its leadership team....

Funds management • 1 July 2024

Adviser Ratings has crowned the asset class which received the highest net flows and organic growth throughout last year, while all other categories saw modest net outflo...

Funds management • 1 July 2024

ASIC says spot checks have “identified errors and inconsistencies” on the Financial Advisers Register and urged AFSLs to assess the accuracy of their records....

Financial planning • 1 July 2024

The Financial Advice Association Australia’s Anne Palmer believes new entrants can no longer rely on large advice licensees for recruitment, leaving the obligation to sma...

Financial planning • 1 July 2024

An experienced financial adviser, who has been with AMP for nearly two decades, has launched his own Western Australia-based advice firm under AMP Advice’s licensee netwo...

Financial planning • 1 July 2024

Count has divested its Bentleys WA business for a lower purchase price than initially forecast....

Financial planning • 1 July 2024

Sequoia chief executive Garry Crole is looking ahead beyond business disruption as the licensee receives a verdict from the Takeovers Panel regarding whether there was un...

Financial planning • 1 July 2024

ETF provider BlackRock has acquired private markets data provider Preqin as it forecasts an US$8 billion total addressable market for data by 2030....

Funds management • 2 July 2024

Technology company Iress has revealed the findings of its internal investigation following a cyber incident earlier this year which affected its OneVue business. ...

People & Products • 2 July 2024

Infrastructure as a subset of the ETF market can offer Australian investors exciting growth prospects and promising returns, according to Global X’s Billy Leung. ...

Funds management • 2 July 2024

The shift from active managers to ETFs is likely to persist, according to Morningstar, and active firms are unlikely to be able to regain the lost market share....

Funds management • 2 July 2024

Demand for ETFs is only set to climb higher with over one-third of financial advisers planning to lift their ETF allocation in the next 12 months....

Funds management • 2 July 2024

ASIC has suspended the AFSL of a Sydney advice firm, the first action it has taken in the new financial year....

Financial planning • 2 July 2024

Following the exit of Paul Greenwood to join GQG Partners, Pacific Current Group has appointed an acting chief executive....

Funds management • 2 July 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