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National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice....

Financial planning • 24 October 2024

Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpack...

Financial planning • 24 October 2024

Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession....

Financial planning • 24 October 2024

In this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic, along with Momentum Media political commentator Liam Garman and special guest Shane Oliver, chi...

Editorial • 24 October 2024

Investors in Australia and New Zealand allocated US$640 million to sustainable funds in the third quarter of 2024, reversing outflows of US$555 million in the previous q...

Funds management • 25 October 2024

CFS has finalised its decision on the future of two RLAM funds on its platform after Ironbark Asset Management opted to agree to new investment managers....

Funds management • 25 October 2024

ASIC’s relief measures enabling advisers to rely on website disclosure information instead of providing a Financial Services Guide has been welcomed by the industry assoc...

Financial planning • 25 October 2024

ASIC chair Joe Longo has told AFSLs that putting in place cyber protections should be “top of mind” as they manage their businesses, and flagged the weaknesses demonstrat...

Financial planning • 25 October 2024

Superannuation fund Cbus has announced it will offer a financial advice offering for its members and their partners called Advice Essentials Plus....

Financial planning • 25 October 2024

Almost 30 staff at AMP could be affected by changes to its marketing and communications team, Money Management understands, as it makes two senior hires. ...

Financial planning • 25 October 2024

ASIC has said it is exploring whether there are concerns regarding Macquarie and Equity Trustees for hosting platforms where investors rolled over their superannuation in...

Financial planning • 25 October 2024

Questions have been raised regarding the viability of the current Australian Financial Services licensing regime, and the role that licensees have to play in monitoring a...

Financial planning • 25 October 2024

The competitive position of active managers is weakening and they will be unable to compete with passive players unless they diversify their product range, according to M...

Funds management • 28 October 2024

Money Management explores what is needed for a successful fund manager succession plan as a generation of managers approach retirement and how firms can mitigate the risk...

Features • 28 October 2024

Ninety One has launched a global equities Global Franchise Fund to wholesale investors in Australia and envisages expanding the wholesale range in the future. ...

Funds management • 28 October 2024

MUFG Pension and Market Services has expanded its partnership with proxy voting and investor communication platform Proxymity into the Australian market, following succes...

Funds management • 28 October 2024

Women still account for less than one-quarter of Australia’s financial advice profession, with only two firms with more than 100 advisers having 30 per cent female advise...

Financial planning • 28 October 2024

As fund managers are urged to diversify their product ranges, they are finding a faster way to do this is via an acquisition of existing firms but experts say it is not w...

Funds management • 28 October 2024

AFCA has urged financial advice firms that when recommending a product to clients where it receives any benefits, advisers must go beyond merely disclosing conflicts of i...

Financial planning • 28 October 2024

Natixis Investment Managers has highlighted the top five questions that Australian financial advisers are hearing from their clients amid increasing economic uncertainty ...

Financial planning • 28 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 16 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