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Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a ri...

Funds management • 14 November 2024

ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying no...

Financial planning • 14 November 2024

Innovation isn’t just a buzzword; it’s the lifeblood of growth, competitiveness, and sustainability across industries. ...

Knowledge Centre • 14 November 2024

Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...

Financial planning • 14 November 2024

Pitcher Partners has urged caution about the use of private credit funds, despite a widespread push by fund managers on the benefits of the products....

Funds management • 14 November 2024

Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US president-elect, according to Bank of Amer...

Funds management • 14 November 2024

A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025. ...

Financial planning • 14 November 2024

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment world, from President-elect Donald Trump’s cabinet nomina...

Editorial • 14 November 2024

The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data....

Financial planning • 14 November 2024

High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head...

Financial planning • 14 November 2024

Money Management and principal partner, Mortgage Choice, are proud to announce 30 winners for the annual Women in Finance Awards 2024. ...

Funds management • 15 November 2024

Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm. ...

Financial planning • 15 November 2024

Pacific Current Group has used its AGM to detail its long-term growth plans after a period of multiple divestments and the progress of plans for a share buyback....

Funds management • 15 November 2024

The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month....

People & Products • 15 November 2024

AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year....

Financial planning • 15 November 2024

Magellan Financial Group has terminated three funds in its Core Series, including a sustainable fund and ESG fund, having determined they are “unlikely to achieve the nec...

Funds management • 15 November 2024

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....

Financial planning • 15 November 2024

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achie...

Financial planning • 15 November 2024

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

Financial planning • 18 November 2024

Magellan Financial Group’s chief financial officer and chief operating officer Kirsten Morton is set to depart from the asset manager after more than a decade....

Funds management • 18 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 5 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