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Two financial advisers have shared with Money Management why they opted to specialise in certain client niches when setting up their own business. ...

Financial planning • 26 November 2024

The Compensation Scheme of Last Resort says it has received over 200 claims for compensation relating to personal financial advice since its inception and detailed the sp...

Financial planning • 26 November 2024

BlackRock’s director of wealth distribution has told Money Management that the asset manager has rebalanced its model portfolios to trim its fixed income exposure. ...

Funds management • 27 November 2024

With clients concerned about credit valuations, AXA Investment Managers’ Chris Iggo has stated bonds will “easily beat” inflation over the next 12 months. ...

Funds management • 27 November 2024

Geared funds are proving to be a popular strategy for wealth accumulation, however its complex nature means financial advisers have an important role to play in harnessin...

Funds management • 27 November 2024

Advice licensee Centrepoint Alliance has announced a service partnership with self-managed superannuation fund solution provider SuperConcepts....

Financial planning • 27 November 2024

Boosted by its newly launched private credit division, asset manager HMC Capital has set an ambitious growth target of 42 per cent per annum over the next three years to ...

Funds management • 27 November 2024

UBS Wealth Management has shared how much of a client portfolio it believes advisers could be allocating to private markets as well as detailed the importance of switchin...

Funds management • 27 November 2024

Infinity Capital Solutions, part of Viridian Financial Group, has welcomed a second former abrdn executive to the newly created role of national distribution manager. ...

People & Products • 27 November 2024

The Australian Bureau of Statistics has reported the October figure for CPI inflation, driven by significant falls in electricity as the result of government rebates....

Funds management • 27 November 2024

The Financial Services Council has made multiple recommendations to ASIC regarding exercising its powers around AFSLs to mitigate the risk of failing companies including ...

Financial planning • 27 November 2024

As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where Insignia sees MLC goin...

Financial planning • 27 November 2024

The Federal Court has found a company director guilty of operating unregistered managed investment schemes and carrying on a financial services business without holding a...

Policy & Regulation • 28 November 2024

FAAA chair David Sharpe says its members are ready to control their own professional standards via co-regulation as the organisation shares its five-year roadmap....

Financial planning • 28 November 2024

The average managed fund fee has declined by a third over the past 10 years, however InvestSMART’s analysis suggests this has not necessarily translated to them outperfor...

Funds management • 28 November 2024

The fund manager has announced plans to debut its first exchange-traded fund, launching in the first half of 2025....

Funds management • 28 November 2024

A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high...

Funds management • 28 November 2024

In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to dissect some of the submis...

Editorial • 28 November 2024

Advice professionals are being encouraged to proactively engage with their staff on mental wellbeing, with a new report finding a surge in employee exhaustion and stress ...

Financial planning • 28 November 2024

ASIC commissioner Alan Kirkland says the problems regarding advisers recommending clients to invest in the troubled Shield Master Fund are far from being an “isolated inc...

Financial planning • 28 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 3 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