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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

The Australian Bureau of Statistics reported the first increase of annual CPI inflation since December 2022 in the June quarter. ...

Funds management • 31 July 2024

ASIC has suspended the Australian financial services licence of a Melbourne fund management firm. ...

Funds management • 31 July 2024

Capital Group are honoured to be named Best Fixed Income Asset Manager at the inaugural Australian Wealth Management Awards. This recognition is a significant milestone f...

Profiles • 1 August 2024

The 2023–24 financial year saw over 105,000 financial complaints filed to AFCA, with its chief ombudsman expressing disappointment in the 9 per cent year-on-year rise....

Financial planning • 1 August 2024

Two advice professionals have discussed why three-quarters of advisers looking to leave the industry in the next 12 months are under 40, and what can be done....

Financial planning • 1 August 2024

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Robin Tsui, APAC gold strategist at State Street Global Advisors, to discuss gold’s role as a d...

Editorial • 1 August 2024

BlackRock Australia has expanded its managed account suite with new active multi-asset model portfolios, providing investors with diversified exposure to a range of asset...

Funds management • 1 August 2024

Compliance firm Cowell Clarke has shared information on how licensees should investigate a possible reportable situation at their firm and when to tell the regulator....

Financial planning • 1 August 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 20 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