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Financial services firms still face difficulty in conveying trustworthiness to clients, a KPMG report highlights, following the mistrust borne out of the royal commission...

Funds management • 4 October 2024

Active equities manager RQI Investors, part of First Sentier, has made a series of promotions within its investment teams. ...

Funds management • 4 October 2024

Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....

Financial planning • 4 October 2024

The Financial Services Council has told a parliamentary committee that a subjective test is needed to demonstrate the sophistication of wholesale investors, whether via a...

Funds management • 4 October 2024

The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renew...

People & Products • 4 October 2024

Regal Partners has reported a 41 per cent growth in funds under management over the September quarter to $17.2 billion, amid its latest bid to acquire Platinum....

Funds management • 4 October 2024

Funds under management at Magellan Financial Group grew during September to reach $38 billion, recovering from large outflows in the previous month....

Funds management • 4 October 2024

Kaizen Recruitment has examined remuneration trends occurring in the risk and compliance space in its latest salary guide....

Funds management • 4 October 2024

A former director of research house Lonsec has joined the board of GDG as a non-executive director....

Funds management • 8 October 2024

The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...

Financial planning • 8 October 2024

Financial stress levels among working Australians has reached its highest point in a decade but few are taking their struggles to a financial adviser, AMP finds. ...

Financial planning • 8 October 2024

AFCA has told a parliamentary joint committee that it is insufficient for financial advisers to not thoroughly check whether a person qualifies as a wholesale investor gi...

Financial planning • 8 October 2024

Founder and financial adviser Brad Symes explains how his practice is looking to double its revenue through the use of technology, enabling it to achieve scale without hi...

Financial planning • 8 October 2024

The growing number of HNW clients presents a significant growth opportunity for advice practices. Here's how advisers can navigate this shift. ...

Knowledge Centre • 8 October 2024

Iress has shared an update on its CEO business structure, while Xplan co-founder Jason Hoang is to depart after more than 20 years with the business. ...

Funds management • 8 October 2024

Licensees need to consider “what’s the cost of doing nothing” when it comes to implementing new technology in their practices, as well as assign an ultimate owner to take...

Financial planning • 8 October 2024

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

Financial planning • 9 October 2024

Both Betashares and Global X have launched ETFs focused on the global defence sector, just weeks after VanEck also announced its own defence ETF....

Funds management • 9 October 2024

As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....

Financial planning • 9 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 4 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