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While ASIC’s estimated FY24 levy only saw a slight $60 rise per adviser compared to the previous year, FAAA’s Sarah Abood believes it is still too high for a shrinking in...

Financial planning • 9 July 2024

Details have been shared regarding the failures in an adviser’s non-compliant statements of advice which led to a three-year ban as well as how improvements in his behavi...

Financial planning • 9 July 2024

National advice group Bombora Advice has appointed David Mounsey in the newly created role of business growth and development manager to drive future growth, particularly...

Financial planning • 9 July 2024

Strong inflows from international equity ETFs have helped accelerate Australian ETF assets under management to above $200 billion, Vanguard data shows. ...

Funds management • 9 July 2024

Over three-quarters of financial advisers say they struggle with staff recruitment, according to BT, as it rounds up the top 10 challenges which plague the industry....

Financial planning • 9 July 2024

The combination of earnings stability and inflation protected earnings means infrastructure is uniquely positioned for the world we face today, where inflation remains st...

Expert Analysis • 10 July 2024

Nominations and submissions have opened for this year’s Super Fund of the Year Awards for two individual categories....

Superannuation • 10 July 2024

Veteran fixed income manager Jim Leaviss has announced he will depart M&G Investments after almost 30 years, with the firm appointing his replacement from Schroders....

Financial planning • 10 July 2024

BlackRock is opting to stay selective when it comes to its credit exposure because it believes spreads have tightened in light of strong demand....

Funds management • 10 July 2024

Investors in Australia may be optimistically holding out for a rate cut but with the RBA meeting falling the day before the US presidential election, the board may look t...

Funds management • 10 July 2024

Switching from managed funds to lower-cost ETF products could save Australian investors nearly $4 billion in total fees per year, according to Global X....

Funds management • 10 July 2024

The Australian Financial Complaints Authority has confirmed that Dixon Advisory is no longer a member, with some 2,773 complaints having been received by the expulsion da...

Financial planning • 10 July 2024

Contrary to recent arguments that new financial advice entrants can no longer rely on large licensees for recruitment, AMP and Count have detailed their pathways for PY c...

Financial planning • 10 July 2024

Robeco has launched two new equity strategies and transitioned two of its existing fixed income funds to give investors greater exposure to the sustainable transition....

Funds management • 10 July 2024

Compliance professionals say they face hefty workloads and growing burnout risk, but research finds this is not being reflected in their pay, with only compliance heads e...

Funds management • 10 July 2024

Submissions and nominations have opened for the inaugural Momentum Media Australian AI Awards 2024, which champions the wealth management industry for contributing to the...

People & Products • 11 July 2024

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

Financial planning • 11 July 2024

Platinum Asset Management has shared an update on its “growth and reset” turnaround strategy and FUM at the end of the financial year. ...

Funds management • 11 July 2024

There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028....

Financial planning • 11 July 2024

In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Manageme...

Editorial • 11 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....

6 days 23 hours 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