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In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Shane Oliver, chief economist at AMP, to break down ...

Editorial • 21 November 2024

With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of pro...

Financial planning • 21 November 2024

Ausbil has expanded its distribution team with the hire of a manager for investment research and consulting, following the exit of its head of wholesale distribution in J...

Funds management • 21 November 2024

Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers....

Financial planning • 21 November 2024

JANA Investment Advisers has hired the chief technology officer of Ignition Advice as its new general manager of technology and data. ...

People & Products • 22 November 2024

ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovativ...

Financial planning • 22 November 2024

Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions to return the business to profitabili...

Funds management • 22 November 2024

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

Financial planning • 22 November 2024

With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advic...

Financial planning • 22 November 2024

Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demog...

Financial planning • 22 November 2024

Having received bids from Bell Financial Group and AxiCorp, trading platform Selfwealth has confirmed it has entered into a scheme implementation deed after both parties ...

Funds management • 25 November 2024

Abrdn Investments has hired a new global chief executive as Rene Buehlmann steps down after less than two years, it also announced a new senior leadership structure. ...

Funds management • 25 November 2024

A hiring spree is expected in private markets with 90 per cent of firms expecting to maintain or increase their headcount over the next 12 months, according to Preqin....

Funds management • 25 November 2024

Former First Sentier Investors multi-asset portfolio manager Andrew Harman has announced a new role, joining Macquarie Group as head of investment strategy and asset allo...

People & Products • 25 November 2024

The chief commercial officer of MLC Asset Management has stepped down after five years as parent company Insignia Financial reviews its leadership....

Financial planning • 25 November 2024

The majority of advisers are failing to proactively understand their clients’ needs and satisfaction, with just one in four practices formally seeking feedback in the las...

Financial planning • 25 November 2024

Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their clients....

Financial planning • 25 November 2024

As investors increasingly seek to embed ESG considerations in their portfolios, a specialist adviser has offered tips for financial planners who may feel overwhelmed in t...

Financial planning • 25 November 2024

Proper recordkeeping has been described as the “mortar between the bricks” of the advice process and critical to an FSCP decision as an adviser is suspended for failures ...

Financial planning • 25 November 2024

There could be changes ahead for how ASIC requires licensees to handle conflicts of interest as the corporate regulator announces it will be meeting key stakeholders next...

Financial planning • 25 November 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 4 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 days 16 hours ago