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While Betashares and Vanguard collectively account for nearly half of the Australian ETF industry, there is a clear winner in terms of the number of products they have li...

Funds management • 18 March 2025

Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company....

People & Products • 18 March 2025

ASIC is launching a new portal for Australian Financial Services licensees in May to ease the process of applying for a licence. ...

Funds management • 18 March 2025

The FAAA and other industry groups have responded to ASIC’s proposed relief under the reportable situations regime, making several recommendations to reduce “unnecessary ...

Financial planning • 18 March 2025

The Federal Court has made orders freezing the assets of an individual allegedly associated with marketing Shield and First Guardian Master Funds. ...

Financial planning • 18 March 2025

With AFCA urging financial advisers to report instances of misconduct, Assured Support has broken down the red flags to be aware of in your own business....

Financial planning • 18 March 2025

Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....

Financial planning • 19 March 2025

Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee....

Financial planning • 19 March 2025

Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors. ...

Financial planning • 19 March 2025

A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago....

Financial planning • 19 March 2025

The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking....

Financial planning • 19 March 2025

The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their r...

Features • 19 March 2025

The investment business of WTW has promoted a private markets expert to a global leadership role as its CIO steps back after 10 years, while fund manager Nikko Asset Mana...

Funds management • 20 March 2025

Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term. ...

Financial planning • 20 March 2025

Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income....

Funds management • 20 March 2025

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec....

Financial planning • 20 March 2025

The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice....

Financial planning • 20 March 2025

In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving $10 billion annually, as well as the immense pressure bei...

Editorial • 20 March 2025

Centrepoint Alliance is among this week’s largest adviser gains, with the licensee gaining multiple advisers from its rival Sequoia....

Financial planning • 20 March 2025

In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Catherine Yoshimoto, director of product management, from FTSE...

Editorial • 21 March 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week 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 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 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 ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

1 week 5 days ago