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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

Diverger has acquired licensee support business AFSL Compliance to expand its client base of self-licensed firms....

People & Products • 1 December 2022

As the festive season approaches, now is a great time to start important family dialogues about support and care needs for ageing relatives, writes Jenneke Mills....

Expert Analysis • 1 December 2022

A survey of over 2,000 Australians found the majority were worried about the impact of economic uncertainty on their household budgets but 70% think advice would help....

Financial planning • 2 December 2022

Outsourcing specialist advice and using the term 'later years' are among ways that advisers can redefine their retirement service with aged care, according to a panel....

Financial planning • 2 December 2022

High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....

Financial planning • 2 December 2022

There are concerns regarding registrations on the Financial Advisers Register as smaller licensees close with backdated resignation dates. ...

Financial planning • 2 December 2022

Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...

Funds management • 2 December 2022

ASIC has placed interim stop orders on four funds from two companies, taking the number of orders to more than 20 to date under the design and distribution obligations....

Funds management • 2 December 2022

Vanguard has received three infringement notices from ASIC over alleged greenwashing regarding overstating investment screens intended to prevent investment in tobacco sa...

Funds management • 2 December 2022

The acquisition of Government home equity scheme specialist Pension Boost has seen Household Capital become the largest provider of home equity retirement funding in Aust...

People & Products • 3 December 2022

MLC Life Insurance has appointed Catherine Dubé as an independent non-executive director and as chair of the board audit committee....

People & Products • 3 December 2022

Dealer group Spark Financial has entered into binding terms to become Australia’s first social business dealer group where 100% of its profits will go to charity....

Financial planning • 5 December 2022

The Financial Services Council has warned it would be unwise for ASIC to be given greater powers in creating financial services legislation and any steps towards this sho...

Financial planning • 5 December 2022

The Australian economy would see reduced household spending and considerable decreases in corporate earnings during 2023, according to Touchstone. ...

Funds management • 5 December 2022

Although China’s strict ‘zero-COVID’ policy has dampened its economic growth, this investment firm argues that long-term investment in China “remains strong”. ...

Funds management • 5 December 2022

The “era of easy money” is coming to a close, according to Fidelity, as the risk of a 2023 recession increases and inflation nears its peak....

Funds management • 5 December 2022

North, AMP’s investment platform, has announced their new managed portfolio service ‘Buy, Badge, Build’. ...

Funds management • 6 December 2022

Lance Oliver will take on the newly-created role of head of sales at Talaria Asset Management....

People & Products • 6 December 2022

A Monash University-led report has found women continue to have lower incomes and less superannuation than men, which is negatively affecting their health and wellbeing....

Financial planning • 6 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