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Self-licensees pursuing growth opportunities are driving My Dealer Services’ facility which offers platform for advice buyers and sellers....

Financial planning • 7 December 2021

The battle between PM Capital and Wilson Asset Management over the PM Capital Asian Opportunities fund has taken another turn after the Australian Government Takeover Pan...

Funds management • 7 December 2021

While it is clear many advisers are experiencing “change fatigue” from years of regulatory change, it is also driving collaboration across the industry which will continu...

Financial planning • 7 December 2021

Financial advisers over 60 who are deemed exceptional should be grandfathered with specific disciplines before the education requirements deadline of 2026, an adviser bel...

Financial planning • 7 December 2021

The prospect of regulatory changes is impacting peace of mind for many Australians either heading towards or in retirement, according to Investment Trends....

Superannuation • 7 December 2021

Cyber risk has been seen as the top threat by financial markets, while inflation and climate change were identified as growing risks, according to data....

Financial planning • 8 December 2021

The launch of a responsible entity service has helped K2 Asset Management in FY21 and the firm expects to work with additional managers in the future to launch exchange t...

Funds management • 8 December 2021

As data increasingly factors into the profits that can be made by fund managers, smaller players will need to make the difficult decision of staking out a niche data stra...

Funds management • 8 December 2021

The findings of a breach in the Corporations Act in the bid to acquire the PM Capital Asian Opportunities fund are a “slap in the face”, according to rival bidder Wilson ...

Funds management • 8 December 2021

Digital personal advice can be achieved through flexibility that can adapt to a client’s ever-changing situation....

Financial planning • 8 December 2021

Making financial advice tax deductible is one of the key goals for advocacy in the new year for the Financial Planning Association of Australia....

Financial planning • 8 December 2021

AZ Next Generation Advisory has recruited Countplus chief operating officer, Graham McGeagh, to drive expansion plans....

People & Products • 8 December 2021

Regal Funds Management has become the majority shareholder in Attunga Capital, a power and energy asset manager with $150 million in funds under management....

Funds management • 8 December 2021

The corporate regulator’s financial advice hub aims to be a single repository to help industry participants more easily find information....

Policy & Regulation • 8 December 2021

Part of the Royal Commission final report, former Commonwealth Bank subsidiary Avanteos has pleaded guilty to 18 criminal charges which included charging fees to deceased...

Superannuation • 8 December 2021

Hamish Douglass has confirmed that he and his wife had no plans to sell shares in the company in light of their marriage breakdown....

Funds management • 8 December 2021

The Federal Government will commence consultation to reform rules around cryptocurrency, buy now/pay later, and broader digital assets, and will look to launch a Central ...

Policy & Regulation • 9 December 2021

Listed companies are a natural fit for impact investing due to their reporting and compliance demands and they can help satisfy the global increase in demand for the stra...

Funds management • 9 December 2021

Open data ecosystems designed by tech giants will drive down the time taken to produce advice, and the most important decision an advisory can take is choosing to adapt w...

Financial planning • 9 December 2021

Advisers will not be as disadvantaged as they are when a complaint is made if the corporate watchdog placed more responsibility back on consumers, a financial adviser bel...

Financial planning • 9 December 2021
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

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

5 months 1 week ago

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

3 weeks ago

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

3 weeks 5 days ago

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

2 weeks 5 days ago