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Former commandos Warren Loudon and David Vaughan launched their financial planning firm with the goal of “providing life changing advice to good people.”...

Features • 8 December 2022

Boutique fund manager Ausbil has announced chief executive, Ross Youngman, will retire in the third quarter of 2023. ...

People & Products • 8 December 2022

Over half of advisers sitting the November financial adviser exam passed the test, according to latest ASIC figures....

Financial planning • 8 December 2022

Interest rate cycles do not guarantee the doom and gloom of current economic forecasts, according to a boutique fund manager, and markets could see outperformance....

Funds management • 9 December 2022

Population growth combined with a shrinking number of advisers means there has been a 74% rise in potential clients available per adviser, while total superannuation per ...

Financial planning • 9 December 2022

The Responsible Investment Association of Australasia has appointed Ross Piper from Australian Ethical Investment as its new chair....

People & Products • 9 December 2022

Elston Asset Management has hired Megha Sharma to join the team as senior distribution manager. ...

People & Products • 12 December 2022

Pinnacle Investment Management has advised its net share of performance fees after tax will be less than $1 million, down from $6.4 million in the previous year. ...

Funds management • 12 December 2022

A few days after being fined by ASIC over alleged greenwashing, Vanguard has exited the global Net Zero Asset Managers alliance....

Funds management • 12 December 2022

The idea of doing away with Statements of Advice is misguided, according to an advice consultancy, and advisers should instead consider how they can capture clients’ atte...

Financial planning • 12 December 2022

The Government is today releasing a consultation paper on developing an Australian climate risk disclosure framework which could see financial institutions required to pr...

Funds management • 12 December 2022

PGIM Investments has announced the appointment of Matt Shafer as head of international distribution....

Funds management • 12 December 2022

An assessment of the largest 197 companies on four major stock exchanges found Australian companies’ reports were less transparent than those from Europe and Asia....

Funds management • 12 December 2022

Financial advice data and ratings agency, Adviser Ratings, has acquired wealth data analytics firm Beddoes Institute....

People & Products • 13 December 2022

Business groups have welcomed the Government’s commitment to a Sustainable Finance Agenda and a consultation on a mandatory climate-related financial disclosure....

Policy & Regulation • 13 December 2022

Investors can remain hopeful for more promising investment returns in 2023 with the firm removing its underweight on government bonds....

Funds management • 13 December 2022

Fixed income ETFs saw the biggest inflows in November while funds focused on Asia saw strong performance, according to BetaShares....

Funds management • 13 December 2022

Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...

Financial planning • 13 December 2022

Lifespan Financial Planning has appointed market commentator Jonathan Pain to its investment committee. ...

People & Products • 14 December 2022

The Government has released draft legislation implementing two recommendations made by the Australian Law Reform Commission relating to improving financial services legis...

Policy & Regulation • 14 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