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Advisers concerned about possible growth in superannuation funds providing financial advice after the Quality of Advice Review could wait longer than expected, according ...

Financial planning • 20 January 2023

Australians approaching retirement are increasingly interested in using advisers’ services, but it goes beyond just providing financial advice....

Financial planning • 20 January 2023

Boutique fund manager SG Hiscock is to form a strategic partnership with global asset manager abrdn regarding distribution and management of its Australian equity funds....

People & Products • 20 January 2023

Wealth Data has revealed the total number of advisers, and their sectors, who left during 2022. ...

Financial planning • 20 January 2023

Dimensional Australia, the local arm of global asset management firm Dimensional Fund Advisors, has announced the appointment of a new chief executive....

People & Products • 20 January 2023

The investment technology platform welcomes a new head of platform and head of technology....

People & Products • 23 January 2023

Victims and survivors of child sexual abuse could be able to access the superannuation of their offender for unpaid compensation, under two Government proposals....

Superannuation • 23 January 2023

The global asset manager has recorded 4% growth in its total AUM in the three months to 31 December, with positive market movements offsetting subdued inflows and currenc...

Funds management • 23 January 2023

After China surprised markets with a sudden re-opening in late 2022, all eyes remain fixed on how this will play out in global and emerging economies....

Funds management • 23 January 2023

The $7.5 billion Magellan Global fund is exploring increasing its weighting to China as it believes its re-opening will lead the country to be the story of 2023....

Funds management • 23 January 2023

Perpetual has confirmed it has completed the acquisition with Pendal, creating a fund manager with $200 billion in assets under management....

Funds management • 23 January 2023

A former tax partner at PricewaterhouseCoopers has been de-registered as a tax agent for integrity breaches after disclosing details of confidential law reforms....

Policy & Regulation • 24 January 2023

HUB24 has announced the launch of additional ESG ratings functionality on the platform for selected managed funds and over 350 Australian listed securities....

Policy & Regulation • 24 January 2023

Sequoia has detailed multiple “abnormal items” which have led to the firm cautioning on its short-term performance and considering consolidating its AFS licenses. ...

Financial planning • 24 January 2023

Former CountPlus chief executive, Matthew Rowe, has taken up a new role as chair of an advisory board....

People & Products • 24 January 2023

The ASX-listed asset management firm has announced a number of changes to its board after finalising its acquisition of Pendal Group....

Funds management • 24 January 2023

High numbers of clients are seeking one-off advice, according to Adviser Ratings, with some firms opting to choose them over lower-value recurring clients....

Financial planning • 24 January 2023

Phil Anderson, CEO of the AFA, has revealed more details about the proposed merger with FPA, including the proposed completion date if the vote passes. ...

Financial planning • 24 January 2023

Former Goldman Sachs managing director, Andrew Rennie, would bring his 30 years of experience in financial services to his new role as chairman of the AreaWealth board. ...

People & Products • 25 January 2023

The Australian market could see double-digit returns this year compared to a lacklustre 2022, according to Tribeca manager Jun Bei Liu. ...

Funds management • 25 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