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Pendal’s multi-asset team have removed the risk of a low-return world from its long-term secular investment themes while adding exposure to bonds and real assets....

Funds management • 28 November 2022

Yarra Capital Management is looking to raise $100 million for its Yarra Private Capital Discovery fund which will invest in companies prior to their IPO. ...

Funds management • 28 November 2022

Rising interest rates and a slowing economy will make earnings growth harder to come by in 2023, according to Ausbil, but companies which can pass on inflationary pressur...

Funds management • 29 November 2022

Climate change is likely to become a larger part of financial regulation with APRA seeking multiple analysts for a climate risk team. ...

Policy & Regulation • 29 November 2022

Aware Super research has found members who receive advice are likely to end up with a higher superannuation balance and withdraw funds at a higher drawdown rate....

Financial planning • 29 November 2022

The Code of Ethics should be revamped next year following a Treasury review, according to AFA chief executive Phil Anderson, with problems cited in the introduction of th...

Financial planning • 29 November 2022

The Federal Court has dismissed proceedings brought by ASIC against CBA regarding $55 million in fees being charged to almost one million customers....

Policy & Regulation • 29 November 2022

South Australia's Deputy Under Treasurer Anna Hughes has been appointed CEO of the Australian Office of Financial Management, the first woman to lead in its 23-year hist...

People & Products • 30 November 2022

Two finance roles are among the top five jobs to see payrises well above inflation, with one seeing a salary hike as high as 28%....

Financial planning • 30 November 2022

Praemium has detailed the reasons why it decided to exit its International business, which was sold to Morningstar in June for $62 million....

Financial planning • 30 November 2022

FSC research has found the proposals would help retirees draw down $22.5 billion more from their super and increase life insurance uptake. ...

Financial planning • 30 November 2022

AMP has appointed a new chief financial officer as James Georgeson departs after more than 20 years with the firm....

People & Products • 30 November 2022

Perpetual has announced the notional appointment of the executive committee that will lead the combined group following the proposed acquisition of Pendal....

People & Products • 30 November 2022

ASIC has pinpointed five managed funds that need to improve their marketing oversight....

Funds management • 30 November 2022

ASIC has released the dates for the 2023 financial adviser exam dates....

Financial planning • 1 December 2022

Lauren O’Neill has been appointed as general manager of strategy and innovation at JANA, replacing Georgina Dudley who takes on the position of CEO. ...

People & Products • 1 December 2022

Warakirri Asset Management has appointed Steven Carew as head of multi-boutique platform, a newly-created role for the firm. ...

People & Products • 1 December 2022

AZ Next Generation Advisory has acquired a stake in SCM Financial Group (formerly Scholten Collins McKissock) following a competitive tender process....

People & Products • 1 December 2022

The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....

Financial planning • 1 December 2022

There are 16 days until Quality of Advice Review deadline this month, so Money Management has crunched the numbers on the current state of the adviser landscape....

Financial planning • 1 December 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 1 day 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 ago

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

3 weeks 5 days ago