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

Financial planning • 14 April 2025

Boutique real estate credit manager COI Capital Management has appointed a former private equity head from MLC Asset Management. ...

Funds management • 14 April 2025

CoreData research has highlighted Australian financial advice practices are expanding beyond traditional financial advice and reinforcing the power of a professional netw...

Financial planning • 14 April 2025

AMP has cut its executive remuneration following shareholder pushback which sees chief executive Alexis George’s maximum-possible remuneration reduced by almost $1 millio...

Financial planning • 14 April 2025

ClearBridge Investments has expanded investor access to its global infrastructure investment strategies through the launch of three active ETFs on the ASX....

Funds management • 15 April 2025

Perpetual outflows have risen by 134 per cent from the previous quarter as the result of client mergers and rebalancing including $2.5 billion in outflows at Pendal Asset...

Funds management • 15 April 2025

VanEck is to list two ETFs on the ASX next week, one investing in residential mortgage-backed securities and the other in Indian companies. ...

Funds management • 15 April 2025

The number of advisers using the HUB24 platform has passed 5,000, with over 100 added in the latest quarter, thanks to a migration from ClearView. ...

Financial planning • 15 April 2025

Australian investors are increasingly turning to financial advisers as their top source of information, with more than a third using them for investment guidance....

Financial planning • 15 April 2025

The association has expressed its support for the Opposition’s commitment to making financial advice a “national priority”, alongside its bold target of reaching 30,000 a...

Financial planning • 15 April 2025

Commentators have said Australian fund managers are less knowledgeable compared with overseas peers when it comes to expanding their range with ETFs and underestimating t...

Funds management • 15 April 2025

Advice licensee Centrepoint Alliance has acquired the financial advice book of superannuation fund Brighter Super and will become the preferred partner to provide advice ...

Financial planning • 16 April 2025

Despite reporting strong quarterly results, Morningstar forecasts initial tailwinds benefiting the platform in recent years are likely to fall away for HUB24 in the next ...

Financial planning • 16 April 2025

Ethical investment manager Australian Ethical has cited the ongoing challenging market environment for its modest decrease in assets over the latest quarter....

Funds management • 16 April 2025

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

Financial planning • 16 April 2025

Clime Investment Management has welcomed an independent director to its board, which follows a series of recent appointments at the company....

Funds management • 16 April 2025

Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions...

Financial planning • 16 April 2025

A judge has detailed how individuals lent as much as $1.1 million each to former financial adviser Anthony Del Vecchio, only learning when they contacted his employer tha...

Financial planning • 16 April 2025

The premier awards night for the wealth management industry...

Upcoming event • 17 April 2025

Insignia Financial has provided an update on the status of its private equity bidders as an initial six-week due diligence period comes to an end....

Financial planning • 17 April 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 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 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

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

2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 5 days ago

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

3 weeks 3 days ago