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There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....

Financial planning • 23 December 2022

Perpetual Asset Management Australia (PAMA) has appointed Anthony Aboud as deputy head of equities....

People & Products • 23 December 2022

2022 has been a unique year where advisers have been able to share their views and thoughts on how the industry should be shaped going forward....

Editorial • 23 December 2022

Wealth Data has noted the strength of new entrants who have joined the industry in the second half of the year, as 23 provisional advisers join this week....

Financial planning • 23 December 2022

There’s been progress towards addressing the gender gap this past year, but there’s still work to be done in an industry that has been historically male dominated. ...

Funds management • 28 December 2022

As the year winds up, Money Management looks at the financial advisers that faced charges by the corporate regulator in the second half of 2022. ...

Financial planning • 29 December 2022

Money Management has reviewed this year’s biggest people moves throughout the industry’s numerous financial organisations....

People & Products • 29 December 2022

Money Management has collated the most noteworthy investment funds launched this year, as 2022 comes to a close....

People & Products • 29 December 2022

As the year wraps up, Money Management takes a look back on the most significant moves within the asset management industry....

People & Products • 29 December 2022

Not only is there the Quality of Advice Review taking place this year, a legal review into financial services legislation has also been on the agenda....

Policy & Regulation • 30 December 2022

In a year of bannings, regulatory legislation and financial services reviews, Money Management collates the top 10 stories this year....

Financial planning • 3 January 2023

With the cost of living hitting people’s budgets, Commonwealth Bank has shared consumers’ top financial goals for 2023....

Financial planning • 4 January 2023

The State Street Global Investor Confidence Index has fallen for the third consecutive month in December, dropping 14.4 points to the lowest figure since the start of the...

Funds management • 4 January 2023

T. Rowe Price is neutral on Australia as it believes there are potential earnings downgrades on the horizon and it is likely to see an earnings recession....

Funds management • 4 January 2023

Multiple permanent bans to advisers were handed out by the corporate regulator in the last year....

Policy & Regulation • 4 January 2023

While developed markets feel the hit of inflation, it is expected emerging markets will see a ‘decisively different’ shift in investment environment....

Funds management • 5 January 2023

US equities are the most-appealing equity option for investors in 2023, according to Amundi, but it will be worth moving into global equities later in the year....

Funds management • 5 January 2023

Monetary tightening and China’s policy shift away from COVID zero could translate to Australia avoiding a recession in 2023, VanEck suggests. ...

Funds management • 5 January 2023

Managing their money isn’t a priority for 13% of Australians despite cost of living pressures, research by NAB has revealed....

Financial planning • 5 January 2023

Research shows that many people are unprepared when it comes to planning for death. What are advisers offering to support clients in this area and is there more that coul...

Features • 5 January 2023
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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 11 hours ago