Search Page

Displaying results 181961 - 181980 of 182613

 

Advisers and investors are starting to recognise that private credit encompasses a range of strategies beyond corporate lending as they look to leverage its strong return...

Funds management • 4 December 2024

Abrdn’s head of global fixed income sees a favourable environment ahead for bond investors, though he cautions a more selective investment approach might be necessary to ...

Funds management • 4 December 2024

Yarra Capital Management has received a top rating for its Enhanced Income Fund from research house Lonsec....

Funds management • 4 December 2024

ASIC has suspended the AFSL of a Sydney fund manager, which operates a managed investment scheme, over repeated failures to comply with licensee obligations....

Financial planning • 4 December 2024

Queensland financial advice firm MiQ Private Wealth has become the latest practice to utilise Yodal’s software for a digital estate planning solution as it expands its cl...

Financial planning • 4 December 2024

AMP has launched household consolidated reporting across multiple clients to North Interactive in response to adviser feedback....

Financial planning • 4 December 2024

Brad Potter, who has helmed Australian equities at Tyndall Asset Management for the last decade, has announced his retirement from the business. ...

Funds management • 4 December 2024

Centrepoint Alliance has formally launched its investment and superannuation platform IconiQ, in association with technology firm FNZ, as it looks to tap into the $1.1 tr...

Financial planning • 4 December 2024

The investment giant has announced a $18 billion deal to acquire a leading US-based private credit manager, marking its third major alternatives deal this year....

Funds management • 4 December 2024

The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details...

Financial planning • 4 December 2024

ASIC has warned licensees are demonstrating an “acceptance for internal non-compliance” when it comes to the reportable situations regime as a review finds a licensee too...

Financial planning • 4 December 2024

Magellan has seen its funds under management surpass $39 billion to the highest volume since August 2023, helped by three fund launches in association with Vinva Investme...

Funds management • 5 December 2024

The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with thei...

Superannuation • 5 December 2024

Financial investment advisers have been singled out as a core skill in demand in Australia with the government aiming to attract more skilled migrants to the sector....

Financial planning • 5 December 2024

Inappropriate advice relating to SMSFs has been identified as a pain point for the advice industry, with professionals claiming these vehicles can draw out “the worst of ...

Financial planning • 5 December 2024

Overall financial adviser numbers have fallen this week, although Centrepoint Alliance has seen this week’s largest gains, according to Wealth Data....

Financial planning • 5 December 2024

In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of the legislation that passed during the government’s last-m...

Editorial • 5 December 2024

Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney....

Financial planning • 5 December 2024

ASIC has released the results for the November sitting of the financial adviser exam, with the pass mark sitting substantially higher than in August....

Financial planning • 6 December 2024

A former South Australian financial adviser, who also authored two personal finance books, has been banned by ASIC for a period of seven years....

Financial planning • 6 December 2024
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 2 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....

5 days 13 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 3 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 1 day ago