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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

The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30 June....

Financial planning • 9 September 2024

The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licen...

Financial planning • 9 September 2024

Amid discussions on whether private markets will soon exist in an ETF structure, Global X’s Marc Jocum examines the challenges that could arise from this type of innovati...

Funds management • 10 September 2024

There has been a doubling of interest among Australian investors in investing in ETFs, according to State Street, and the country’s growing interest is a factor driving g...

Funds management • 10 September 2024

GQG’s funds under management has continued to climb after surpassing US$150 billion earlier this year....

Funds management • 10 September 2024

Platinum Asset Management’s funds under management was $12.23 billion at the end of August, down from $13.03 billion in July....

Funds management • 10 September 2024

Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans. ...

Financial planning • 10 September 2024

The FAAA has argued against “prescriptive record keeping obligations” in favour of advisers using their professional judgement....

Financial planning • 10 September 2024

Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notab...

Financial planning • 10 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 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 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 4 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 2 days ago