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According to the Financial Advice Association Australia, upgrades to its Find a Planner platform will make it easier for potential clients to connect with a financial adv...

Financial planning • 11 September 2024

Both Schroders and abrdn have appointed new group chief executives to lead their respective firms....

People & Products • 11 September 2024

While Australia continues to rank strongly in Natixis IM’s global retirement index, financial advisers are still vital to mitigating the financial strain being felt by re...

Financial planning • 11 September 2024

BT’s Bryan Ashenden has encouraged advisers to remain aware of the Financial Services and Credit Panel’s four latest determinations against relevant providers to avoid ru...

Financial planning • 11 September 2024

The principal partner of this year’s Women in Finance Summit has said organisations that practise inclusivity are more likely to build trust in the community....

People & Products • 12 September 2024

International equity ETFs have recorded their third consecutive month with net inflows above $1 billion, according to Betashares, for advisers looking to capture this gro...

Funds management • 12 September 2024

The Financial Advice Association Australia has written to every member of Parliament to press the case for a public inquiry into the Dixon Advisory collapse and the CSLR....

Financial planning • 12 September 2024

The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions i...

Financial planning • 12 September 2024

The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for fina...

Financial planning • 12 September 2024

Lazard Asset Management has expanded its investment menu for Australian investors with a new Japanese equity fund....

Funds management • 13 September 2024

The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options....

Financial planning • 13 September 2024

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time....

Financial planning • 13 September 2024

A global market sell-off in August and concerns around the Fed’s approach to rate cuts have prompted investors to consider reassessing their portfolio allocations. ...

Knowledge Centre • 13 September 2024

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....

Financial planning • 13 September 2024

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reaso...

Financial planning • 13 September 2024

With more fund managers looking to outsourced providers, two experts examines how this is affecting the local talent landscape in Australia for graduates looking to enter...

Funds management • 16 September 2024

Australia saw one of the most severe underlying dividend declines in the world in the second quarter of 2024, according to Janus Henderson....

Funds management • 16 September 2024

Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, accord...

Funds management • 16 September 2024

Two Australian small-cap asset managers have completed their merger after announcing the news in July this year, while providing an investment update....

Funds management • 16 September 2024

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...

Financial planning • 16 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 8 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