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In the final days of the financial year, Money Management reviews the number of charges made by ASIC against current and former financial advisers in the second half of 2...

Financial planning • 29 June 2022

Wealth management automation platform, Practifi, has announced its integration with financial planning solution, Voyant....

People & Products • 30 June 2022

The majority of ASX 200 companies are now disclosing detailed information on their ESG risks and their plans to manage them, according to research by the Australian Counc...

Funds management • 30 June 2022

The Authorised Representatives Association will merge with The Advisers Association on 1 July, 2022, after its members voted to close the 40-year old association....

Financial planning • 30 June 2022

Despite ‘adviser exodus’ commentary, now is a good time to start a financial advice practice because there are more referral partners looking for an adviser, says the fou...

Financial planning • 30 June 2022

Australian financial advisers believe their business will grow by 11% over the next three years, slightly more optimistic than the global average of 10%, according to res...

Financial planning • 30 June 2022

Australia’s strict regulatory definitions are hampering its development of financial advice versus other markets such as the US and UK, according to Vanguard....

Financial planning • 30 June 2022

ASIC has commenced civil penalty proceedings against Mercer Financial Advice for allegedly making false or misleading representations to its customers about fees charged ...

Policy & Regulation • 30 June 2022

ASIC has banned Melbourne-based financial adviser David Noel Ruthenberg from providing financial services for three years....

Policy & Regulation • 30 June 2022

The near-to-medium term path for inflation and interest rates is almost certainly up. We see opportunities for growing the income stream of our Real Income Fund....

Knowledge Centre • 1 July 2022

A low-cost, diversified core portfolio with only a few exciting satellite ETFs may be the best way for advisers to help clients build wealth without taking on too much ri...

Knowledge Centre • 1 July 2022

With the cost of living increasing and interest rate hikes looming, AIA Australia examines how a more cost-effective premium on income protection may help clients secure ...

Knowledge Centre • 1 July 2022

There are two stocks in the healthcare and infrastructure space which could help investors gain defensiveness in their portfolio, according to T.Rowe Price....

Funds management • 1 July 2022

Firetrail has promoted equity analyst Eleanor Swanson to portfolio manager of its Australian Small Companies fund....

People & Products • 1 July 2022

Kaplan Professional has announced a second round of its Women in Finance scholarships, offering 10 scholarships funded by the Financial Planning Association of Australia....

Financial planning • 1 July 2022

The financial advice profession has again fallen by triple figures, recording a weekly loss of 126 advisers in the lead-up to the end of financial year, according to Weal...

Financial planning • 1 July 2022

Chair of Frontier Advisors, Gabriel Szondy, has retired from his position after eight years....

People & Products • 4 July 2022

The number of fintech firms has more than doubled between 2017 and 2021, according to KPMG, but firms are being stymied by recruitment difficulties in the local market....

People & Products • 4 July 2022

Magellan has amended the mandate of its $564 million High Conviction Trust from a maximum of 12 companies to 20, while adding a second portfolio manager....

People & Products • 4 July 2022

With Statements of Advice often cited as one of advisers’ biggest challenges to delivering affordable advice, the Financial Planning Association of Australia has released...

Financial planning • 4 July 2022
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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 ...

3 months 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 4 days 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 2 days ago

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

4 weeks ago