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The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....

Financial planning • 29 July 2024

Schroders is to close the wholesale class of a global equity fund, while a sustainable one will be repositioned as an ESG one in light of higher sustainability criteria i...

Funds management • 29 July 2024

A UK investment manager specialising in derivatives-based strategies has made one of its funds open to professional Australian investors. ...

Funds management • 29 July 2024

Of those financial advisers indicating they are looking to leave the industry, three-quarters are advisers aged under 40 which is presenting a problem for future growth....

Financial planning • 29 July 2024

ETF provider Betashares has announced a new addition to its product suite with a new systematic ETF....

Funds management • 30 July 2024

With Betashares and Global X both launching hedged versions of their ETFs in recent weeks, why should investors consider a hedged ETF?...

Funds management • 30 July 2024

While ETFs typically garner attention from everyday retail investors, Vanguard is observing a growing number of high-net-worth individuals also using these readily availa...

Funds management • 30 July 2024

A C-suite executive, who was one of the first employees, will be departing from asset manager Pengana Capital Group after 22 years with the company....

Funds management • 30 July 2024

Colonial First State has announced a five-year agreement with Microsoft to underpin the firm’s use of cloud and artificial intelligence technology in wealth management. ...

Financial planning • 30 July 2024

Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...

Financial planning • 30 July 2024

Following changes to a Schroders sustainable fund, JPMAM has announced it will close two of its sustainable strategies....

Funds management • 30 July 2024

The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth tran...

Financial planning • 30 July 2024

Macro forces are increasingly putting China on a different trajectory from its fellow emerging markets economies meaning advisers need to think differently when it comes ...

Expert Analysis • 30 July 2024

An appeal by convicted fraudster Dr Roger Munro has been dismissed by the Queensland Court of Appeal....

Financial planning • 30 July 2024

Concerns have been raised about “fly by night” private credit managers and why advisers should be wary when it comes to their fund selection. ...

Funds management • 30 July 2024

Shadow minister for financial services, Luke Howarth, has reassured the industry that the Coalition “won’t go back to the drawing board” when it comes to implementing the...

Financial planning • 31 July 2024

After a successful inaugural event last year, the Women in Finance Summit is returning in 2024 with more business insights and networking opportunities....

Financial planning • 31 July 2024

With uncertainty shrouding the upcoming US election, fixed income experts weigh in on how a Republican or Democratic presidency may affect bond markets and interest rate...

Funds management • 31 July 2024

Investors can lock in coupon payments from global credit at yields close to historical equity returns without equity risk factors, creating a golden age for bonds, writes...

Expert Analysis • 31 July 2024

ASIC has banned a financial services director for 10 years and cancelled the AFSL of his company for his “cavalier attitude” to financial services laws, including inappro...

Financial planning • 31 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 2 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....

5 days 16 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 3 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 1 day ago