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Australian Ethical has reported 80 per cent growth in its FY24 statutory net profit after tax, with its board set to welcome Pendal’s former CEO next month. ...

Funds management • 29 August 2024

E&P Financial Group says outstanding legacy issues related to the Dixon Advisory collapse have been resolved, passing the buck for its compensation onto financial adviser...

Financial planning • 29 August 2024

The number of new entrants in the financial advice profession who have since departed this year has seen an improvement from the amount that left in 2023....

Financial planning • 29 August 2024

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

Financial planning • 29 August 2024

Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....

Financial planning • 30 August 2024

While all MySuper products successfully passed the latest performance test, trustee-directed products encountered difficulties....

Superannuation • 30 August 2024

The licensee has become the second-largest wealth management advice firm in Australia, with its funds under advice hitting $34.2 billion in FY24....

Financial planning • 30 August 2024

COG Financial Services has detailed the impact that the acquisition of a 20 per cent stake in Centrepoint Alliance has made on its performance and future business strateg...

Funds management • 30 August 2024

Clime Investment Management has reported a statutory loss of $3.8 million for FY24 following a “challenging period” for the firm, however is on a “clear path to recovery”...

Funds management • 30 August 2024

Australian investors have faced turbulent economic conditions in recent years. However, there is good news for those who want to alleviate some of this financial pressure...

Knowledge Centre • 30 August 2024

Providing well developed professional year programs and offering flexible working arrangements are two key drivers leading to higher retention of new advice entrants, two...

Financial planning • 30 August 2024

Perpetual has been questioned by analysts on whether its KKR deal is best for shareholders and if it can be undone given the lack of growth it has delivered to the compan...

Funds management • 2 September 2024

Fidelity International will see its managing director for Australia depart this month, with the firm having found a new successor internally to take on the position....

Funds management • 2 September 2024

The land Down Under has been recognised as an APAC hub for alternatives investment, Preqin finds, amid ASIC’s planned crackdown on private markets....

Funds management • 2 September 2024

Adelaide financial planning firm Retirement Strategies has been acquired by independent advisory group Calder Wealth Management. ...

Financial planning • 2 September 2024

Pengana is making a strategic reposition to have private markets become the dominant part of its business as it targets the asset class towards non-institutional investor...

Funds management • 2 September 2024

A new Global X report has highlighted artificial intelligence, regional pockets of investor interest, and strong fixed income momentum as three areas to watch in the ETF ...

Funds management • 2 September 2024

Members of the AMP BOLR class action have told the Federal Court in a two-day hearing that they would be willing to risk receiving no settlement at all in favour of going...

Financial planning • 2 September 2024

Stockspot analysis has revealed the top 10 suburbs across Australia with the highest average balance invested in ETFs, with the top postcode sitting at over $355,000....

Funds management • 2 September 2024

The wealth management platform has completed its acquisition of 100 per cent of Xeppo, a data management and analytics tool, to create greater workflow efficiencies for f...

Financial planning • 2 September 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....

4 days 22 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