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A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services....

Financial planning • 17 July 2024

A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business....

Financial planning • 17 July 2024

DNR Capital has announced the launch of a specialist global small and mid-cap equity manager, as it also welcomes its second portfolio manager on board....

Funds management • 18 July 2024

The completion of remediation projects by firms such as AMP have led to an influx of compliance professionals entering the market, although they see pushback on their nar...

Financial planning • 18 July 2024

A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...

Financial planning • 18 July 2024

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

Superannuation • 18 July 2024

Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are exactly in line with the same time last year, althoug...

Financial planning • 18 July 2024

Australian Ethical has reported $10.4 billion in funds under management as quarterly inflows grow by 54 per cent....

Funds management • 19 July 2024

Regal Partners has announced its latest acquisition, taking a minority stake in a $1.4 billion specialist asset manager....

Funds management • 19 July 2024

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...

Financial planning • 19 July 2024

T. Rowe Price has cut its exposure to Australian bonds as it believes the RBA’s next monetary policy move will lead to higher bond yields. ...

Funds management • 19 July 2024

Mergers and acquisitions in the Australian financial services industry are expected to continue surging, with M&A leaders looking to double the number of deals they are p...

Funds management • 19 July 2024

With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larg...

Financial planning • 19 July 2024

Asset manager Nuveen has promoted Saira Malik, who has worked at the firm for more than 20 years, as head of equities and fixed income....

Funds management • 22 July 2024

Janus Henderson has been awarded a $285 million mandate from MLC Asset Management to manage emerging market equities....

Funds management • 22 July 2024

Macroeconomic concerns and the upcoming US election have caused fund managers to turn pessimistic on global economic growth, according to Bank of America....

Funds management • 22 July 2024

Insignia has announced it has completed the separation of Rhombus Advisory but flagged it needs to increase its remediation provision by an estimated $135 million relatin...

Financial planning • 22 July 2024

Iress is expecting a 50 per cent EBITDA rise for the first half of the 2024 calendar year compared to the prior corresponding period, as it enters the final stages of its...

Financial planning • 22 July 2024

Ethical fund manager, Ethical Partners, is understood to have closed up shop after six years in business....

Funds management • 22 July 2024

BT’s latest research has identified the top 10 most important attributes for financial advisers when selecting a platform provider....

Financial planning • 22 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