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Elizabeth Ninness, previously an executive consultant with NAB, will take on the role of chief operating officer at Talaria....

People & Products • 16 January 2023

A former Adelaide financial adviser has been sentenced for two counts of falsifying company books, having previously been charged last June. ...

Financial planning • 16 January 2023

Global advisory business WTW has merged its Asia and Australasia businesses to create one Asia Pacific region, led by Simon Weaver. ...

People & Products • 17 January 2023

The rising oil price is unlikely to change Australian Ethical’s view of fossil fuels but the company is not shunning all types of energy exposure....

Funds management • 17 January 2023

Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Mapl...

Funds management • 17 January 2023

A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry....

Financial planning • 17 January 2023

With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...

Financial planning • 17 January 2023

The corporate regulator has confirmed the looming departure of a commissioner, set to join global investment management company Vanguard....

People & Products • 17 January 2023

CFA Societies Australia is urging asset managers to adopt its voluntary global ESG disclosure standards in a step towards uniformity and transparency for investors....

Policy & Regulation • 18 January 2023

Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business....

People & Products • 18 January 2023

BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures. ...

Financial planning • 18 January 2023

The ASX-listed investment and superannuation platform has recorded a 13.6% decline in its net inflows over its latest reporting period. ...

Funds management • 18 January 2023

The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners. ...

Financial planning • 18 January 2023

“Caution remains the watchword” for investors in a rapidly-evolving market environment, according to senior investment managers. ...

Funds management • 19 January 2023

The wealth management firm has appointed two senior female advisers to join its 94-person investment advisory team in Australia. ...

People & Products • 19 January 2023

Vanguard has significantly increased its expected returns for bond ETFs in 2023 thanks to higher interest rates globally as the asset class sees increased flows....

Funds management • 19 January 2023

Cash levels by fund managers have continued to fall, reaching 5.3% in January, while allocations to US equities have “collapsed” to an 18-year low....

Funds management • 19 January 2023

Two cybersecurity reports have examined how well small and medium-sized businesses are prepared for cyberthreats, warning unprepared firms could fail to recover from an a...

People & Products • 19 January 2023

Assets across emerging markets are set to benefit from a “brighter backdrop” in 2023, building on resilience to global monetary policy tightening, according to BlackRock....

Funds management • 20 January 2023

Economic uncertainty and a shift in market sentiment have been attributed to a 42% plunge in the wealth management firm’s net FUA inflows....

Funds management • 20 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 6 hours ago