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Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation...

Financial planning • 19 December 2024

Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants....

Financial planning • 19 December 2024

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

Financial planning • 20 December 2024

Grant Hackett has been promoted from CEO of Generation Life to head up the wider Generation Development Group....

Funds management • 20 December 2024

Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients....

Financial planning • 22 December 2024

Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires....

People & Products • 22 December 2024

As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of pot...

Financial planning • 22 December 2024

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
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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 1 hour 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