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

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....

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...

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

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....

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

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

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...

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

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...

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....

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

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....

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

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. ...

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

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

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

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...

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...