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Following an extraordinary general meeting today, Dixon Advisory parent company E&P Financial Group’s shareholders have voted on its proposed delisting from the ASX....

Financial planning • 1 November 2024

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the busines...

Funds management • 1 November 2024

ASIC’s Sarah Court has confirmed the regulator is carrying out systematic work on providers of unlicensed advice but admits it is a case of “whack-a-mole” when it comes t...

Financial planning • 1 November 2024

As more advisers review their fee structures, Business Health has shared six steps to calculating the price to deliver financial advice services in a profitable yet suita...

Financial planning • 1 November 2024

The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants ove...

Financial planning • 1 November 2024

GAM Investments has appointed Eric Finnell as its managing director for Australia after his predecessor left to take up the CEO role at Global X....

Funds management • 4 November 2024

Funds managers are being urged by financial advisers to improve their “outdated” education and communication about alternative funds as they actively target them towards ...

Funds management • 4 November 2024

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

Financial planning • 4 November 2024

Equity Trustees has been selected as the responsible entity for two new funds, one from Coller Capital focused on private equity and a second investing in fixed income fr...

Funds management • 4 November 2024

Following its recent partnership with Otivo, Colonial First State has now announced an arrangement with Viridian Advisory to offer unadvised members with one-off, topic-b...

Financial planning • 4 November 2024

The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long ...

People & Products • 4 November 2024

Former financial adviser and Coalition backbencher Bert van Manen has introduced a bill in Parliament, building on Michelle Levy’s good advice duty and calling for SOAs t...

Financial planning • 4 November 2024

ASIC data shows the number of smaller AFSLs with less than $50 million in revenue has increased by 25 per cent in the past year, but the regulator believes they are still...

Financial planning • 4 November 2024

Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can o...

Financial planning • 5 November 2024

A global investment management firm executive has called for standardised promotion policies to close the “gendered promotion gap”....

Financial planning • 5 November 2024

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly com...

Financial planning • 5 November 2024

Formalising its arrangement to bring international advisers to Australia, the FAAA has signed an international memorandum of understanding with FPSB India. ...

Financial planning • 5 November 2024

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

Funds management • 5 November 2024

As the Australian financial advice industry undergoes transformative change, Adviser Ratings pinpoints five key trends characterising the future of the profession....

Financial planning • 5 November 2024

Janus Henderson has detailed how advisers can utilise these fixed income offerings to help clients achieve financial stability....

Funds management • 6 November 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 9 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