FINANCIAL PLANNING

INDUSTRY NEWS

HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders....

INDUSTRY NEWS

Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabiliti...

INDUSTRY NEWS

When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year. ...

INDUSTRY NEWS

Kaplan Professional has launched a new Financial Adviser Accelerator Suite to prepare new entrants and early-career advisers for the profession....

INDUSTRY NEWS

ASIC believes advice licensees are the “first line of defence” when it comes to future product failures and is urging them to monitor their approved product lists. ...

INDUSTRY NEWS

Assistant Treasurer, Daniel Mulino, is keen to progress the second tranche of DBFO reforms, acknowledging it is hard for advisers to get the full picture of the legislati...

INDUSTRY NEWS

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

INDUSTRY NEWS

Global investment manager T. Rowe Price has launched its Global Structured Research Equity Strategy in Australia, enhancing investors’ access to the global equity market....

INDUSTRY NEWS

Pinnacle Investment Management has made a strategic investment in private capital investment firm FinCap to support a new managed accounts platform....

INDUSTRY NEWS

A former financial adviser has been charged over dishonest conduct, having allegedly encouraged individuals to acquire shares in his firm’s robotic trading technology, re...

INDUSTRY NEWS

The 2025 calendar year has already seen 18 advisers banned or disqualified by ASIC, and if this trend continues, the count could exceed the royal commission era record of...

INDUSTRY NEWS

FNZ has signed a five-year partnership with Microsoft to “transform wealth management” through technology and artificial intelligence, and create an improved adviser expe...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 4 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
moneymanagement logo