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A new EY report highlights six key trends shifting the Australian ETF industry, from new issuers penetrating the market to a record-breaking number of active products. ...

Funds management • 27 August 2024

The exit of “smaller non-economic advisers” has improved net margin at Sequoia, while the divestment of Morrison Securities boosted its statutory net profit after tax for...

Financial planning • 27 August 2024

A former Brisbane financial adviser has been sentenced after being found guilty of a $5.9 million fraud, with the judge describing his actions as “brazen, gross and callo...

Financial planning • 27 August 2024

Money Management examines the funds under administration growth of three listed Australian platforms for FY24, with two players both achieving a 30 per cent rise....

Financial planning • 27 August 2024

Alternative asset manager Longreach Alternatives is launching a specialised distribution and advisory unit to meet the rising demand for alternative investment strategies...

Funds management • 27 August 2024

Insignia Financial has appointed a general manager for brand strategy as it moves to invest heavily in the MLC brand....

Financial planning • 27 August 2024

Two victims of Ben Jayaweera, who was sentenced to 12 years in jail this week, described the fraud as “truly heartbreaking” after they lost $260,000 at his hands....

Financial planning • 27 August 2024

Anja Pannek has urged organisations to measure its recruitment, retention and incentive strategies to ensure that there is gender diversity....

Funds management • 28 August 2024

ASIC is clamping down on the rise of private markets as it is concerned about valuations and their impact on the public counterparts....

Funds management • 28 August 2024

Global X’s Marc Jocum unpacks why investors are flocking to fixed income, as the asset class offers the potential for higher yields than its equity counterparts....

Funds management • 28 August 2024

While bond markets across the globe are expected to see outperformance, Schroders’ Kellie Wood believes Australian bonds could be six months behind due to higher inflatio...

Funds management • 28 August 2024

The monthly consumer price index indicator has been released by the Australian Bureau of Statistics with the introduction of Commonwealth and State rebates having an impa...

Funds management • 28 August 2024

Zenith Investment Partners’ research head Bronwen Moncrieff has joined fund manager Blackwattle Investment Partners....

Financial planning • 28 August 2024

Expected income from advisers who joined Sequoia in FY24 is three times higher than those who departed, while the shareholder dispute has caused a “positive shake-up” in ...

Financial planning • 28 August 2024

ASIC is piloting a new portal to simplify the process of applying for an Australian financial services licence with the expectation of a formal launch in the first quarte...

Financial planning • 28 August 2024

Unlocking the potential of one-off clients and transitioning them into ongoing advisory relationships start with reducing fee barriers, according to Adviser Ratings....

Financial planning • 28 August 2024

Platinum has announced it will partner with global institutional managers to help boost their retail presence as part of its new growth strategy as well as reporting a 44...

Funds management • 29 August 2024

Perpetual has reported a statutory loss of $472 million for FY24 after experiencing heavy asset management outflows, while chairman Tony D’Aloisio is to retire from the b...

Funds management • 29 August 2024

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
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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