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AFCA remains firm on its stance that industry failures occurring in the financial advice sector are fundamentally an advice issue, rather than a product issue....

Financial planning • 13 March 2025

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

Financial planning • 13 March 2025

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP’s chief economist, Shane Oliver, to discuss the ever-evolving ...

Editorial • 13 March 2025

Praemium research has uncovered that less than one in 10 financial advice practices have a formal, documented intergenerational wealth transfer strategy in place....

Financial planning • 14 March 2025

Clime Investment Management has announced its latest appointment to strengthen its private credit and property capabilities ahead of planned product enhancements....

Funds management • 14 March 2025

A growing trend in the platform space is determining how to look after individuals who have been orphaned by their advisers, according to Investment Trends....

Financial planning • 14 March 2025

The financial advice and investment services firm has welcomed nine senior advisers to its ranks, including six who have jumped ship from Perpetual Private, with the firm...

Financial planning • 14 March 2025

Momentum Media’s wealth brands are hosting Election 2025, an exclusive event examining the federal election’s impact on the economy, financial advice, and superannuation ...

People & Products • 14 March 2025

Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....

Financial planning • 14 March 2025

The regulator has convened multiple sitting panels of the FSCP regarding AFSL breach reports which have identified poor superannuation advice from financial advisers....

Financial planning • 14 March 2025

Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors....

Funds management • 17 March 2025

Burgeoning evergreen funds are extending beyond retail investments, according to Hamilton Lane, and could make up 20 per cent of the private markets universe in a decade....

Funds management • 17 March 2025

Mid-tier asset managers experiencing profitability pressures are considering the ETF market to take advantage of their demand and boost their inflows, but it is critical ...

Funds management • 17 March 2025

Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer....

People & Products • 17 March 2025

Platinum chief executive Jeff Peters has indicated it is unlikely former co-chief investment officer Clay Smolinski will return to running the firm’s $4.2 billion flagshi...

Funds management • 17 March 2025

TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA....

People & Products • 17 March 2025

Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....

Financial planning • 17 March 2025

AFCA’s Shail Singh has encouraged financial advisers, who are often the first to hear about examples of misconduct, to speak up and report such activity if they seek self...

Financial planning • 17 March 2025

ASIC has applied for Falcon Capital to enter liquidation in the Federal Court as it continues its investigation regarding allegations customers were encouraged to roll ov...

Financial planning • 17 March 2025

Ellerston Capital has changed the name of its Ellerston Asia Growth Fund (Hedge Fund) to a complex ETF. ...

Funds management • 18 March 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 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....

4 days 9 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 2 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 ago