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Financial advisers have added at least 5.7 per cent in value to their clients over the past year, according to Russell Investments, and the firm has shared recommendation...

Financial planning • 4 September 2024

The Financial Services and Credit Panel has made its latest two determinations, one regarding possible breaches of conflicted remuneration and the second about non-compli...

Financial planning • 5 September 2024

The conversion of the Magellan Global Fund units has contributed to $0.7 billion in outflows for the fund manager in August....

Funds management • 5 September 2024

A former Melbourne financial planner, Bradley Grimm, has been sentenced for dishonest conduct regarding the transfer of self-managed super fund assets....

Financial planning • 5 September 2024

Vanguard and State Street have debated active ETFs, and whether they are the next vehicle for growth, or forever in the shadow of index-tracking funds....

Funds management • 5 September 2024

ASIC has identified three situations where it may be difficult for a licensee to assess an adviser’s qualifications and provided case studies of how they should be tackle...

Financial planning • 5 September 2024

Clients are exhibiting multiple concerns on the intergenerational wealth transfer, making it imperative for advisers to address these fears through comprehensive strategi...

Financial planning • 5 September 2024

The Financy Women’s Index experienced a decline in the past quarter, despite positive gains made in the March quarter, due to setbacks in employment outcomes for women....

Funds management • 6 September 2024

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

Financial planning • 6 September 2024

Integrating regular meetings within a financial advice team – from daily huddles to quarterly reviews – is essential for fostering sustainable long-term growth, according...

Financial planning • 6 September 2024

The Financial Advice Association Australia is concerned those working as paraplanners will be unaware of their ability to transition to an adviser, under the proposed new...

Financial planning • 6 September 2024

Having announced in its FY24 results that two directors will be retiring from the board, Perpetual has made its first new appointment....

Funds management • 6 September 2024

Will generative AI surpass human creativity in a decade? How will our smartphones revolutionise daily life by 2035? What devices will become essential in classrooms and h...

Knowledge Centre • 6 September 2024

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

Financial planning • 6 September 2024

The global equity manager has launched a new fund in the Australian market, providing exposure to companies that it believes are “committed to change”....

Funds management • 9 September 2024

APAC fund manager Nikko Asset Management has announced its plan to rebrand from September 2025 to a new name that reflects its global growth strategy....

Funds management • 9 September 2024

Money Management rounds up the financial results for Australia’s listed fund managers. ...

Funds management • 9 September 2024

A judge has frozen the assets of former Keystone director Paul Chiodo’s company and ruled in ASIC’s favour that administrators can be appointed to wind up the firm. ...

Financial planning • 9 September 2024

The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants....

Financial planning • 9 September 2024

Money Management examines how the experienced provider pathway has impacted the advice industry, one year since it was passed on 6 September 2023....

Financial planning • 9 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 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 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