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David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services....

Financial planning • 23 December 2024

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change....

Financial planning • 23 December 2024

As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months....

Financial planning • 23 December 2024

Money Management looks back at the significant ETF launches of the year, with new offerings from providers like BlackRock, Global X, Betashares and Macquarie, among other...

Funds management • 30 December 2024

The last year has seen a number of appointments and exits in the ETF space, particularly with C-suite roles....

People & Products • 30 December 2024

As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....

Financial planning • 30 December 2024

The funds management space has seen a multitude of senior people moves throughout 2024, including several CEO appointments and exits....

Funds management • 31 December 2024

Cromwell Property Group has completed the sale of its European business, enabling it to focus on the Australian and New Zealand market....

Funds management • 6 January 2025

With more and more advisers setting up their own practices, recruitment firm people2people has shared how employers can successfully attract new hires and help their exis...

People & Products • 6 January 2025

Having sought shareholder approval in November, E&P Financial Group has formally delisted from the ASX after six years. ...

Funds management • 6 January 2025

Expanded product ranges fuelled by M&A will be critical for wealth and asset managers to compete in 2025, according to EY’s wealth and asset management leader Rita Da Sil...

Funds management • 6 January 2025

Sanlam Private Wealth has admitted to breaching its AFSL obligations in areas such as failing to have an adequate number of experienced responsible managers and provided ...

Funds management • 6 January 2025

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

Superannuation • 6 January 2025

Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share....

Financial planning • 6 January 2025

KPMG’s analysis has revealed which generation has the highest ownership of shares, with younger generations demonstrating a more cautious approach due to financial stress...

Funds management • 6 January 2025

Unveiling its performance for the calendar year 2024, AMP has noted a “careful” investment in bitcoin futures proved beneficial for its superannuation members....

Superannuation • 6 January 2025

As financial advisers enter the new year, Assured Support shares eight strategies to help advice businesses thrive through focused and consistent planning....

Features • 6 January 2025

With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equ...

Financial planning • 7 January 2025

MetLife Investment Management has confirmed it will acquire PineBridge Investments as it looks to accelerate further growth in asset management....

Funds management • 7 January 2025

The global investment manager has appointed a head of alternative credit to lead the expansion of its emerging market alternative credit platform....

Funds management • 7 January 2025
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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 3 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 2 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 3 days ago