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After making a name for themselves on the footy field and the tennis court, these two ex-sportsmen reflect on their journey into financial advice and what they learnt alo...

Financial planning • 3 October 2024

The fallout from Dixon Advisory and effect on the professional indemnity insurance market could have been far worse, according to Numerisk’s Richard Silberman, if the pro...

Financial planning • 3 October 2024

More than half of the past 13 weeks of Q3 enjoyed a rise in financial adviser numbers, according to Wealth Data figures, an improvement on the same time a year ago....

Financial planning • 3 October 2024

Nanuk Asset Management has launched the Nanuk New World Fund (Currency Hedged) Active ETF, driven by adviser demand....

Funds management • 4 October 2024

With the third quarter behind us, Money Management reviews the most notable M&A deals in the fund management space over the past three months....

Funds management • 4 October 2024

After unanimously rejecting its first bid, Platinum Asset Management has entered into a period of due diligence with Regal Partners for the firm to submit a revised bid....

Funds management • 4 October 2024

The Financial Advice Association Australia has explored how financial advisers can personalise their service offerings for Millennials, Generation X and Baby Boomers. ...

Financial planning • 4 October 2024

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
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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