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ASIC has updated some of its documentation in line with the DBFO Act receiving royal assent, with licensees reminded to stay on top of the changes....

Financial planning • 11 July 2024

Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses. ...

Financial planning • 11 July 2024

AMP Advice’s technical service line has revealed the most common issues its financial advisers are requiring additional support with amid an evolving regulatory environme...

Financial planning • 12 July 2024

The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...

Financial planning • 12 July 2024

A former gym owner details his path into the financial advice profession, and the value of gaining CRM or CSO experience before progressing to the adviser milestone. ...

Financial planning • 12 July 2024

Pengana Capital Group has reported funds under management of $3.3 billion at the end of June, helped by the launch of two private market funds....

Funds management • 12 July 2024

Australian digital advice fintech moneyGPS has partnered with Lifestyle Asset Management to widen the accessibility of financial advice in Australia. ...

Financial planning • 12 July 2024

With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...

Financial planning • 12 July 2024

State Street Global Advisors has launched an unlisted managed gold fund, in response to investor demand....

Funds management • 15 July 2024

Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years....

Funds management • 15 July 2024

Listed fund managers have shared their final funds under management tallies for FY24 and how much they have grown during the year....

Funds management • 15 July 2024

Boutique global small and mid-cap equities manager Canopy Investors has appointed a new portfolio manager, marking the third former Magellan professional to join the fir...

Funds management • 15 July 2024

Schroders Australia has appointed a new business development manager as the investment manager looks to further broaden its footprint in the intermediary market....

Funds management • 15 July 2024

With the end-of-financial-year adviser gains and losses finalised, how does this year’s movement affect the ranking of the top three licensees?...

Financial planning • 15 July 2024

A NSW individual has been convicted in Sydney’s District Court for providing unlicensed financial advice to individuals....

Financial planning • 15 July 2024

Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role....

Financial planning • 15 July 2024

As Annick Donat announces she will step down as group CEO from Clime Investment Management, Money Management takes a look back at the M&A moves made by the firm during he...

Funds management • 15 July 2024

New Vanguard chief executive Salim Ramji has commenced the position at the global firm....

Funds management • 16 July 2024

The ETF provider has launched its 40th listed ETF, offering investors a cost-effective way to generate attractive yield from Australian banks....

Funds management • 16 July 2024

The top 10 ETFs for highest inflows over 1H24 have been revealed by Betashares, as well as the products with the largest outflows....

Funds management • 16 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