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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

A West Australian man has been charged by ASIC with offences relating to insider trading....

Financial planning • 19 December 2022

A Monash University report gauging the pressures experienced by young Australians has looked into financial literacy and security among 18- to 24-year-olds. ...

Financial planning • 19 December 2022

Minister for financial services, Stephen Jones, has welcomed new regulation to support access to justice for class action plaintiffs including those affected by managed i...

Policy & Regulation • 19 December 2022

Amid growing ESG regulation around the world, new research foresees interest in disclosure obligations and fund names and classifications to rise further in the coming ye...

Funds management • 20 December 2022

BT has shared the key trends in the managed account space which are expected to continue in 2023....

Financial planning • 20 December 2022

A white paper has explored ways to broaden the reach of Australia’s financial advice industry beyond its traditional older client base. ...

Financial planning • 20 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 21 hours ago