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As younger Australians navigate their first period of rising inflation, almost half of Gen Z say they are unprepared and ill-equipped to make financial decisions amid the...

Financial planning • 13 April 2023

With over 20 events to take place across Australia, the newly launched program aimed to attract and develop the next generation of financial advisers. ...

People & Products • 13 April 2023

Equity funds saw outflows of more than $500 million in the first quarter of 2023, the highest proportion since the start of the pandemic. ...

Funds management • 13 April 2023

Redesigning the Stage 3 tax cuts and increasing the age to access super by five years are among the suggestions from the Grattan Institute to boost revenue. ...

Policy & Regulation • 13 April 2023

Financial advice fees have risen by close to 40 per cent over the last five years and the majority of advisers expect to hike fees further in the coming years, according ...

Financial planning • 13 April 2023

A former Brisbane-based financial adviser has been permanently banned from any involvement in financial services. ...

Financial planning • 13 April 2023

The Federal Court has issued a permanent injunction against finfluencer, Tyson Scholz, to prohibit him from carrying on a financial services business....

Policy & Regulation • 13 April 2023

The ETF provider has launched the Australia ex Financial & Resources ETF, offering a way for investors to diversify their Australian equity exposure away from the major p...

Funds management • 14 April 2023

John Allmey, former head of investment specialists at BT, will become a strategic relationship leader for wealth management at Mercer following the sale of BT Investment ...

People & Products • 14 April 2023

The financial services ombudsman has secured $1 billion in compensation and refunds for consumers since 2018 and is on track to receive close to 100,000 complaints this f...

Financial planning • 14 April 2023

There are still over 3,000 financial advisers on the Financial Advisers Register (FAR) who are without a degree and expect to rely on the experience pathway to continue t...

Financial planning • 14 April 2023

Australia’s foremost provider of financial services news, analysis and market intelligence, Momentum Media, has today unveiled the team behind Australia's leading force i...

People & Products • 14 April 2023

Analysis of trading behaviour of the SelfWealth cohort found banking trades increased significantly in March, despite the crash of Silicon Valley Bank and Credit Suisse, ...

Funds management • 17 April 2023

A global survey of more than 70 ETF executives has recorded massive optimism for the market and the “untapped potential” it offers investors....

Funds management • 17 April 2023

With the average person seeking out financial advice only after they’ve had a poor experience, it’s crucial to ensure a solid financial base from a young age, according t...

Financial planning • 17 April 2023

The Association of Independently Owned Financial Professionals has shared insights from its meetings with the Treasury regarding the Quality of Advice Review, where it st...

Financial planning • 17 April 2023

Lukasz de Pourbaix, executive director of Lonsec Investment Solutions and chief investment officer, is set to depart the firm in mid-June. ...

People & Products • 17 April 2023

Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....

Financial planning • 17 April 2023

With finfluencer Tyson Scholz receiving a permanent injunction, a global regulatory report, co-chaired by ASIC, has shed light on what the future could look like for finf...

Policy & Regulation • 17 April 2023

A Tasmanian director has been sentenced to jail for a $1.8 million fraud scheme, where many of the victims were pensioners who had been targeted by cold-callers. ...

Financial planning • 17 April 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago