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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

HMC Capital has completed its acquisition of private credit fund manager Payton Capital as it seeks to take advantage of the burgeoning opportunity in the asset class....

Funds management • 2 July 2024

Former Lonsec chief executive, Matt Olsen, has joined Morningstar as director of manager research ratings as it branches out to rate superannuation funds....

Funds management • 2 July 2024

With financial advice leaders often wearing too many hats in the business, two consulting professionals underscore the value of letting go and empowering staff to drive g...

Financial planning • 2 July 2024

Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...

Financial planning • 2 July 2024

Insight Investment has shared its current fixed income outlook, including how the asset class is presenting opportunities for investors to lock in long-term equity type r...

Funds management • 3 July 2024

A financial adviser who was permanently banned for falsifying his financial adviser exam result has seen the banning amended following a successful appeal to the Administ...

Financial planning • 3 July 2024

Money Management rounds up the biggest people moves in the fixed income space over the past three months. ...

Funds management • 3 July 2024

Asset manager BNY, parent company of fixed income specialist Insight Investment, has appointed a global head for BNY Investments and Wealth....

Funds management • 3 July 2024

With the median annual advice fee up by 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay each ...

Financial planning • 3 July 2024

Sequoia Financial Group has announced it is restructuring its business following a shareholder dispute which will see it reduce headcount by 10 per cent....

Financial planning • 3 July 2024

Australian Super, which has $315 billion in member assets and 3.3 million members, has shared its annual returns for the FY23-24....

Superannuation • 3 July 2024

A financial adviser describes how he reached “breaking point” over the FASEA system when he falsified his financial adviser exam result, while the judge shares why he var...

Financial planning • 3 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 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