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E&P Financial Group, former parent of Dixon Advisory, has formally requested to delist from the ASX, with the company noting the negative impact of regulatory proceedings...

Financial planning • 24 September 2024

State Street forecasts the strong retail demand for ETFs in Australia will continue to expand and the next step will be the launch of ETF savings plans and models....

Funds management • 24 September 2024

The cost savings of advisers opting for ETFs and index funds for their clients have been calculated by Vanguard, with estimates that Australian investors have collectivel...

Funds management • 24 September 2024

Magellan Financial Group has appointed a new co-manager on two of its global equity funds, including the flagship $8.3 billion Global Fund....

Funds management • 24 September 2024

TWC Investment Management has commenced operations, initially offering three funds to wholesale investors and is led by a former Credit Suisse managing director....

Funds management • 24 September 2024

A judge has dismissed an appeal by former Linchpin Capital Group director Peter Daly against a $150,000 penalty for breaching his duties as a director....

Financial planning • 24 September 2024

The FAAA’s Phil Anderson has said the delisting of E&P Financial Group won’t stop the company coming under scrutiny in the public inquiry....

Financial planning • 24 September 2024

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

Funds management • 24 September 2024

A panel of commentators have emphasised working in a support or administrative role, such as in a call centre, need not be a step backwards and can provide valuable exper...

Features • 24 September 2024

Vanguard has been issued with a penalty by the Federal Court for making false and misleading statements about its ethically conscious fund....

Funds management • 25 September 2024

Australian Ethical has completed its acquisition of sustainable fixed income manager Altius Asset Management from Australian Unity....

Funds management • 25 September 2024

ASIC will extend the relief and requirements regarding reportable situations regime for another five years until October 2029, following a public consultation....

Financial planning • 25 September 2024

With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries....

Financial planning • 25 September 2024

The monthly CPI inflation indicator fell to its lowest level since 2021 in August, showing the effect of the government's cost of living measures....

Funds management • 25 September 2024

A victim of NextGen Financial Group has received a payment from the CSLR after the company's liquidation but the total falls short of their $270k unpaid AFCA determinatio...

Financial planning • 25 September 2024

With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it...

Financial planning • 25 September 2024

The board of Platinum Asset Management has reached a “unanimous conclusion” regarding a proposal from Regal Partners to acquire the company....

Funds management • 26 September 2024

The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals...

Financial planning • 26 September 2024

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Chris McGibbon, global head of real estate at Nuveen, about the long-term outlook and why the “...

Editorial • 26 September 2024

Former RBA governor Philip Lowe has been appointed to the board of Barrenjoey as an independent non-executive director, six months after his first post-RBA move....

Funds management • 26 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 5 days ago