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Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce menopause leave....

Funds management • 19 September 2024

Uranium has recently gone through a bout of volatility, notably selling off from the decade highs it had hit earlier this year on bullish supply and demand narratives. ...

Knowledge Centre • 19 September 2024

With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool fo...

Financial planning • 19 September 2024

ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies, how can AFSLs achieve this without alienating their ...

Funds management • 19 September 2024

The Financial Services Council has appointed a new deputy chair for its board....

Funds management • 19 September 2024

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....

Financial planning • 19 September 2024

Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice....

Financial planning • 19 September 2024

Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022....

Financial planning • 20 September 2024

While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr says the greater business cost can come from losing the skills o...

Financial planning • 20 September 2024

The acquisition of Informed Investor from Sequoia by Powerhouse Ventures is the first step in the firm’s new strategic process to enter into the financial advisory and fu...

Funds management • 20 September 2024

Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO....

Financial planning • 20 September 2024

Challenger director Matthew Michelini has stepped down from the board with immediate effect in light of Apollo reducing its stake in the business....

Funds management • 20 September 2024

A former AMP adviser told the Federal Court how they are scared to turn off their phone after a fellow adviser attempted suicide as Justice McElwaine said the 92 objectio...

Financial planning • 20 September 2024

As two global fund managers promote their chief financial officers to the top CEO role, what different skill sets do the two roles require and are these transferable?...

Funds management • 23 September 2024

Global X ETFs Australia has appointed a new chief executive to replace Evan Metcalf, who will depart the ETF provider next month....

Funds management • 23 September 2024

It is understood that Regal Partners is not the only asset manager taking an interest in a bid for Platinum Asset Management with multiple firms expected to emerge....

Funds management • 23 September 2024

The rising costs of operating a financial advice practice has been ranked as the number one challenge for advisers today, outpacing administrative and compliance burdens....

Financial planning • 23 September 2024

Financial advisers are in the running to win one of the coveted Women in Finance Awards 2024....

Financial planning • 23 September 2024

The final terms of reference for the Dixon Advisory inquiry have been released by the Senate economics references committee, and advisers have just over five weeks to mak...

Financial planning • 23 September 2024

Commentators have discussed how value for money is becoming more critical than ever as licensee fees rise and failure by an AFSL to provide this is driving them to self-l...

Financial planning • 23 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 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 days 19 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 ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 6 days ago