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In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...

Financial planning • 2 February 2023

Former FSC chief executive, John Brogden, has stated his “greatest concerns have been realised” around advice accessibility, cautioning the QOA review needs bold ambition...

Financial planning • 2 February 2023

The digital advice provider has appointed former fund management CEO Ken Lambden to the board as a non-executive director. ...

People & Products • 3 February 2023

Net outflows of approximately $1.5 billion have contributed to a 24% fall in the wealth management company’s net profits....

Funds management • 3 February 2023

The firm has appointed a head of manager research from Insignia and a head of fixed income to round off its 14-person global investment team....

People & Products • 3 February 2023

The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....

Financial planning • 3 February 2023

The Joint Association Working Group (JAWG) has written an open letter to the financial services minister Stephen Jones stating the QOA must avoid “easy wins”....

Financial planning • 3 February 2023

A former Perth financial adviser has been sentenced for making unauthorised client transactions and engaging in dishonest conduct....

Financial planning • 3 February 2023

The corporate regulator has announced an advisory and stockbroking firm has been penalised over $500,000 for failing to comply with trading regulations....

Funds management • 3 February 2023

The global fund manager’s operating income has more than halved amid “one of the most challenging investment backdrops in history”....

Funds management • 3 February 2023

Crypto asset service providers will be the target of a new triple-pronged Government reform agenda....

Policy & Regulation • 3 February 2023

The Financial Planning Association of Australia’s (FPA) Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations during its 2022 funding round....

Financial planning • 6 February 2023

Although an unfavourable outlook for 2023 continues to dampen investor confidence, Talaria Asset Management reveals the types of equities to look out for. ...

Funds management • 6 February 2023

AMP has completed the sale and transfer of its international infrastructure equity business to DigitalBridge of $582 million....

People & Products • 6 February 2023

J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...

Funds management • 6 February 2023

Wealth Data has revealed a “disappointing” double-digit loss in advisers to start February after a positive January....

Financial planning • 6 February 2023

A 5.8% increase in Australian equities managed by the firm has helped drive a $900 million increase in the group’s total FUM. ...

Funds management • 6 February 2023

Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....

Financial planning • 6 February 2023

There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing consumer comprehension....

Editorial • 7 February 2023

The Council of Australian Life Insurers had completed its board make-up with nine representatives from the industry including seven chief executives....

People & Products • 7 February 2023
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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