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GQG Partners has seen an increase in funds under management to US$88 billion with the largest monthly growth seen in its US equity funds....

Funds management • 8 August 2022

Valuations for private companies in the technology space are likely to continue to struggle, according to Bell Asset Management, as sources of funding dry up. ...

Funds management • 8 August 2022

Investment market volatility saw Suncorp’s investment portfolios report a loss of $190 million in FY22, compared to a $453 million profit in the prior year, while extreme...

People & Products • 8 August 2022

Individual investors in New Zealand are steering clear of investment with higher potential risk/return with only 13% looking to areas such as cryptocurrency....

Financial planning • 9 August 2022

Wealth managers Ord Minnett and EL & C Baillieu have completed their merger, creating one of the nation's largest private wealth management firms....

People & Products • 9 August 2022

The investment team of Australian Eagle Asset Management will join Montgomery Investment Management in September under a sub-investment manager partnership....

Funds management • 9 August 2022

A former New South Wales financial adviser has been permanently banned by the regulator for engaging in dishonest conduct....

Policy & Regulation • 9 August 2022

Diverger has withdrawn its bid for Centrepoint Alliance after discussions between the two firms failed to progress....

Financial planning • 9 August 2022

The financial advice profession has lost 24 advisers, the first big negative week for the new financial year....

Financial planning • 9 August 2022

Alternative asset management firm Jameson Capital has appointed its first chief operating officer, Philippa Davies....

People & Products • 10 August 2022

Wrap platform North has added a further 12 managed portfolios to its investment menu, together with an additional 21 new investment options....

People & Products • 10 August 2022

The Munro Global Growth fund has begun to put cash to work, almost halving its exposure, as it is more optimistic about resilient earnings....

Funds management • 10 August 2022

The Quality of Advice Review should make affordable advice a priority or risk advice being accessible only by wealthy Australians, according to MLC Life....

Life/Risk • 10 August 2022

Financial advisers are planning to increase their technology spend to more than $200,000 annually, according to Investment Trends, thanks to the need for multiple systems...

Financial planning • 10 August 2022

There’s more to the under 25s than we give them credit for, especially when it comes to their finances....

Expert Analysis • 10 August 2022

The Commonwealth Bank has reported strong growth in profits for the 2022 financial year, delivering a net profit after tax of $9,673 million, up 9%....

Funds management • 11 August 2022

SuperRatings has analysed super fund performance in line with the Government’s performance test criteria and found that 90% of trustee directed options are estimated to p...

Superannuation • 11 August 2022

The Australian Securities and Investments Commission says it will focus on improving the operation of the breach reporting regime as part of its 2022-23 priorities....

Policy & Regulation • 11 August 2022

A Government review will look into streamlining the education requirements for financial advisers, a ministerial announcement reveals....

Policy & Regulation • 11 August 2022

AMP will return $1.1 billion of capital to shareholders, comprising $350 million via an on-market share buyback to commence immediately followed by a further $750 million...

Financial planning • 12 August 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 3 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 1 day ago

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

3 weeks 6 days ago