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The pathway will allow financial advisers who have 10 or more years of full-time experience in the last 12 years to only complete a tertiary level unit on the code of eth...

Financial planning • 16 December 2021

T. Rowe Price have launched an actively-managed global equity trust and separately managed account to provide advisers with a sector-diversified portfolio of 30 to 45 hig...

Policy & Regulation • 17 December 2021

With headwinds emerging and business growth expected to slow in the future, Facebook is now a value stock, according to Antipodes....

Funds management • 17 December 2021

Fintech firm, Fiduciary, has partnered with digital investment platform provider, OpenInvest, to help bridge the growing advice affordability gap which currently exists i...

People & Products • 17 December 2021

The Government has opened consultation on its draft terms of reference for next year’s Quality of Advice Review. ...

Financial planning • 17 December 2021

Financial advisers are no longer just discussing financial issues with clients and more and more are covering clients’ personal and family problems....

Financial planning • 17 December 2021

Despite questions being raised about the appropriateness and accuracy of the prudential regulator’s heatmaps, they do underscore the importance of advice, the Financial S...

Superannuation • 17 December 2021

Happy holidays from the Money Management team. This is the final Money Management newsletter for 2021....

Financial planning • 17 December 2021

The corporate regulator’s chair has argued that while it could have acted more quickly and could have published a media release more energetically on the Sterling case, i...

Funds management • 17 December 2021

While the change may be a disappointment for advisers who have already committed to complete additional study, it is important the changes do not undermine the recognitio...

Financial planning • 17 December 2021

The financial advice industry is finishing the year with a loss of 2,189 advisers, however the worst is yet to come, according to Wealth Data....

Financial planning • 17 December 2021

A number of factors suggest 2022 could be very different. Read what the experts from Brandywine Global see in store for global markets and the economy in the year ahead....

Knowledge Centre • 1 January 2022

While there were several anomalous economic developments in 2021, the biggest was inflation. Brandywine Global experts across asset classes review how these anomalies may...

Knowledge Centre • 1 January 2022

Access our diverse set of perspectives to uncover what our specialist investment managers expect in the year ahead. Read now....

Knowledge Centre • 1 January 2022

ESG investing continues to be an area of growth and focus for asset managers, financial advisers, and investors, alike. What does this mean for Australia’s investment sec...

Knowledge Centre • 4 January 2022

FE fundinfo, a global fund data and technology leader, has acquired Zenith Group, a well-respected research, ratings, managed accounts and adviser technology provider in ...

Knowledge Centre • 4 January 2022

How can managed account providers make their products more compelling to advisers to leverage the continued growth and adoption of these investment solutions?...

Knowledge Centre • 4 January 2022

The Association of Financial Advisers chief executive, Helen Morgan-Banda, has stepped down from her role after five months and Phil Anderson has been appointed as the as...

People & Products • 4 January 2022

Praemium has sold its international operations in the United Kingdom, Jersey, Hong Kong and Dubai to Morningstar for $65.1 million....

Funds management • 5 January 2022

The fund would invest in 30 companies which it felt were benefiting from positive change in sustainable areas such as carbon reduction. ...

Funds management • 5 January 2022
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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