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AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....

Financial planning • 7 February 2023

The central bank is set to lift rates to the highest point in over 10 years, continuing an aggressive tightening cycle which could end sooner than anticipated, according ...

Funds management • 7 February 2023

Fund manager GQG Partners has announced its latest funds under management for January, starting off the year with a positive 4.5% uplift....

Funds management • 7 February 2023

Vanguard’s head of super, Michael Lovett, is to depart just three months after the firm launched its superannuation offering....

People & Products • 7 February 2023

Research house Lonsec has made several appointments following its acquisition of Implemented Portfolios including a new hire from HUB24....

People & Products • 7 February 2023

With client expectations and concerns about climate change driving ESG investing, advisers must seize opportunities in this space, an adviser has insisted....

Financial planning • 7 February 2023

The central bank has announced its first cash rate decision of the year amid mounting evidence of an easing in inflationary pressures....

Funds management • 7 February 2023

The retirement income solutions provider’s latest appointments include a chief financial officer, head of marketing, and head of human resources....

People & Products • 8 February 2023

Yesterday’s 0.25% rate hike is unlikely to be the last with commentators forecasting the next one to take place as early as next month. ...

Funds management • 8 February 2023

A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations. ...

Editorial • 8 February 2023

The Government has today released the final report of the Quality of Advice Review. ...

Financial planning • 8 February 2023

From Statements of Advice to digital advice to superannuation, what does the final QOA report say about five key financial advice issues?...

Financial planning • 8 February 2023

Minister for Financial Services, Stephen Jones, has reacted to the final report of the Quality of Advice Review which was released on Wednesday. ...

Financial planning • 8 February 2023

Rushed commencement of measures that require systemic changes could “lead to errors”, according to Michelle Levy, but others such as advice from superannuation funds coul...

Financial planning • 8 February 2023

In her recommendations in the Quality of Advice Review, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

Financial planning • 9 February 2023

Superannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advic...

Superannuation • 9 February 2023

Praemium CEO, Anthony Wamsteker, is confident banks and super funds won’t be able to get away with poor or conflicted financial advice despite Quality of Advice recommend...

Financial planning • 9 February 2023

With more financial advisers exiting and rising costs creating greater inaccessibility, Michelle Levy recommends digital advice as a tool to improve access and efficiency...

Financial planning • 9 February 2023

In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

Financial planning • 9 February 2023

Former head of BlackRock’s North American institutional business, Zach Buchwald, has been appointed as chief executive and chairman to lead Russell Investments. ...

People & Products • 9 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