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A former Perth financial adviser has been sentenced after dishonestly obtaining over $35,000 from his clients’ superannuation. ...

Financial planning • 14 December 2022

Aviva Investors has appointed David Hedalen as head of real assets research....

People & Products • 15 December 2022

Westpac has come under fire from shareholders over greenwashing with Market Forces describing the firm as a ‘laughing stock’....

Funds management • 15 December 2022

An annual systemic risk barometer survey has outlined the most significant threats to the financial services ecosystem in the coming year....

Funds management • 15 December 2022

The FPA and AFA have entered the second round of member consultation on the proposed merger. ...

Financial planning • 15 December 2022

Global fund managers are holding a net overweight to bonds for the first time since 2009, according to a monthly survey by Bank of America....

Funds management • 15 December 2022

Matthew Lambert has been appointed Northern Trust’s new head of quantitative portfolio management, Asia Pacific....

People & Products • 16 December 2022

A University of Southern Queensland study has attempted to measure the progress made towards achieving recognised professional status within the Australian financial plan...

Financial planning • 16 December 2022

A second individual related to Courtenay House has been charged with carrying on an unlicensed financial services business and receiving over $600k in commissions which w...

Financial planning • 16 December 2022

There has been the highest number of provisional advisers joining the industry since September with double-digit advisers joining following the results of the November ad...

Financial planning • 16 December 2022

ASIC has commenced its first civil penalty action against a distributor of financial products in the Federal Court for alleged breaches of the design and distribution obl...

Funds management • 16 December 2022

Magellan has made changes to its board following shareholder approval to increase board remuneration by $1 million....

Funds management • 16 December 2022

A Melbourne woman has been sentenced for her involvement in a crime syndicate which stole over $3.3 million from superannuation and share trading accounts....

Superannuation • 16 December 2022

ASIC has banned two responsible managers for 10 years and cancelled the AFS licence of National Advice Solutions for adopting a ‘layered advice’ approach....

Financial planning • 16 December 2022

The FPA has welcomed guidance from the Australian Taxation Office on the tax deductibility of financial advice fees....

Financial planning • 19 December 2022

M&A activity in the asset and wealth management space is expected to continue in 2023, according to EY, as firms see pressure on margins and profitability....

Funds management • 19 December 2022

Big tech and certain small companies could be the first to rebound if markets gain confidence that the end of interest rate rises are in sight, Fidelity International sug...

Funds management • 19 December 2022

The worst period of relative underperformance for small caps sets the scene for a reversal in 2023, writes Naheed Rahman....

Expert Analysis • 19 December 2022

There are several indicators the listed infrastructure sector still has a long runway for growth, according to a top executive. ...

Funds management • 19 December 2022

Frontier analysis has found there are no longer any all-male global equity investment management teams compared to 19% in 2018 but 15% of Australian equity teams still ha...

Funds management • 19 December 2022
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks 1 day ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

3 days 15 hours ago