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Net outflows of approximately $1.5 billion have contributed to a 24% fall in the wealth management company’s net profits....

Funds management • 3 February 2023

The firm has appointed a head of manager research from Insignia and a head of fixed income to round off its 14-person global investment team....

People & Products • 3 February 2023

The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....

Financial planning • 3 February 2023

The Joint Association Working Group (JAWG) has written an open letter to the financial services minister Stephen Jones stating the QOA must avoid “easy wins”....

Financial planning • 3 February 2023

A former Perth financial adviser has been sentenced for making unauthorised client transactions and engaging in dishonest conduct....

Financial planning • 3 February 2023

The corporate regulator has announced an advisory and stockbroking firm has been penalised over $500,000 for failing to comply with trading regulations....

Funds management • 3 February 2023

The global fund manager’s operating income has more than halved amid “one of the most challenging investment backdrops in history”....

Funds management • 3 February 2023

Crypto asset service providers will be the target of a new triple-pronged Government reform agenda....

Policy & Regulation • 3 February 2023

The Financial Planning Association of Australia’s (FPA) Future2 Foundation has awarded $149,000 to 15 not-for-profit organisations during its 2022 funding round....

Financial planning • 6 February 2023

Although an unfavourable outlook for 2023 continues to dampen investor confidence, Talaria Asset Management reveals the types of equities to look out for. ...

Funds management • 6 February 2023

AMP has completed the sale and transfer of its international infrastructure equity business to DigitalBridge of $582 million....

People & Products • 6 February 2023

J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...

Funds management • 6 February 2023

Wealth Data has revealed a “disappointing” double-digit loss in advisers to start February after a positive January....

Financial planning • 6 February 2023

A 5.8% increase in Australian equities managed by the firm has helped drive a $900 million increase in the group’s total FUM. ...

Funds management • 6 February 2023

Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....

Financial planning • 6 February 2023

There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing consumer comprehension....

Editorial • 7 February 2023

The Council of Australian Life Insurers had completed its board make-up with nine representatives from the industry including seven chief executives....

People & Products • 7 February 2023

AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....

Financial planning • 7 February 2023

The central bank is set to lift rates to the highest point in over 10 years, continuing an aggressive tightening cycle which could end sooner than anticipated, according ...

Funds management • 7 February 2023

Fund manager GQG Partners has announced its latest funds under management for January, starting off the year with a positive 4.5% uplift....

Funds management • 7 February 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...

2 weeks 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 23 hours ago