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Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due c...

Financial planning • 30 September 2024

Money Management compiles ASIC’s enforcement action against financial advisers and licensees during the third quarter of 2024, including sentencing, bannings and FSCP act...

Financial planning • 30 September 2024

Shaw and Partners Financial Services has appointed a NSW state manager to lead its Sydney-based private wealth advisory team, alongside several financial adviser appointm...

Financial planning • 30 September 2024

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

Financial planning • 30 September 2024

InvestSMART has announced a partnership with online platform Market Matters to launch a new investment offering with four diversified portfolios....

Funds management • 1 October 2024

A financial adviser has outlined how forming relationships in the workplace could help women progress in their careers....

Financial planning • 1 October 2024

Almost all financial advisers are using ETFs in their client portfolios, up from 87 per cent in 2020, according to VanEck....

Funds management • 1 October 2024

The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors....

Financial planning • 1 October 2024

Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional year....

Financial planning • 1 October 2024

AZ NGA chief executive Paul Barrett has unpacked how its strategic partnership with Oaktree will take the professional advisory firm “to the next level” through further M...

Financial planning • 1 October 2024

GSFM and Australian Ethical have both made changes to their boards which will take effect this month....

Funds management • 2 October 2024

Financial services group Tribel has entered into agreement to roll out an estate planning solution from Yodal to its financial advisers to offer greater visibility of the...

Financial planning • 2 October 2024

An array of exchange-traded funds were launched over the past three months, including new products from Global X, Betashares and BlackRock....

Funds management • 2 October 2024

Less than a third of Australians feel prepared to make effective financial decisions, according to new MLC research, underscoring the peace of mind that advisers bring to...

Financial planning • 2 October 2024

The AFSL of a Victorian firm authorised to provide financial product advice has been cancelled as the business is being wound up, and the firm is the subject of an ASIC i...

Financial planning • 2 October 2024

The Financial Advice Association Australia has revealed a significant 94 per cent of advised clients trust their adviser to act in their best interests, marking an all-ti...

Financial planning • 2 October 2024

In a “higher for longer” interest rate environment, it’s important to find quality income while avoiding adding risk. Here’s how to do it.In a “higher for longer” interes...

Knowledge Centre • 3 October 2024

Listed investment company MFF Capital Investments has announced its intention to acquire Montaka Global Investments. ...

Funds management • 3 October 2024

Magellan has appointed a deputy portfolio manager to work on its $705 million Airlie Australian Share Fund. ...

Funds management • 3 October 2024

Stantins Financial Services, a Melbourne-based wealth management and consulting firm, has moved under AMP’s AFSL to help drive growth in the business....

Financial planning • 3 October 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 20 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 5 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 3 days ago