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A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...

Financial planning • 16 September 2024

The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. ...

Financial planning • 16 September 2024

A new ETF product is on the horizon from Global X, which seeks to strike a balance between growth and value for advisers and their clients....

Funds management • 17 September 2024

The Australian ETF market could climb to $800 billion in assets under management by 2034, according to new Stockspot analysis, with financial advisers underpinning this u...

Funds management • 17 September 2024

Platinum is “considering the merits” of being the specialist alternative manager’s latest M&A target....

Funds management • 17 September 2024

Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards....

People & Products • 17 September 2024

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...

Financial planning • 17 September 2024

A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers....

Financial planning • 17 September 2024

An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort....

Financial planning • 17 September 2024

VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...

Financial planning • 17 September 2024

The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....

Financial planning • 18 September 2024

Two investment professionals have underscored to advisers why integrating a broad range of fixed income exposures in client portfolios is critical for optimal returns. ...

Funds management • 18 September 2024

Ahead of the RBA’s upcoming monetary policy meeting next week, BlackRock Australasia has reaffirmed the market’s view that rate cuts are likely out of the picture for 202...

Funds management • 18 September 2024

Fund managers made a “big shift” into bond-sensitive sectors like utilities in September and away from cyclicals, while risk appetite is at an 11-month low....

Funds management • 18 September 2024

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

Financial planning • 18 September 2024

Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their ...

People & Products • 18 September 2024

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...

Financial planning • 18 September 2024

A potential acquisition of Platinum Asset Management by Regal Partners will be beneficial for the “challenged” fund manager, believes Morningstar, but it has warned fund ...

Funds management • 18 September 2024

Pendal has told investors it will start winding up its Enhanced Credit fund from December, its third fund closure this year....

Funds management • 18 September 2024

As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AF...

Financial planning • 18 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