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Small-cap fund manager OC Funds Management has appointed Aaron Yeoh as senior investment analyst. ...

People & Products • 4 May 2022

Equity Trustees has been selected to provide both custodian and trustee services to clean energy investor Octopus Australia....

People & Products • 4 May 2022

With most commitments being made by politicians during elections, Connect Financial Service Brokers says the Federal election is reaffirming the need for financial litera...

Financial planning • 4 May 2022

The Reserve Bank of Australia’s decision to raise the official cash rate by 25 basis points to 0.35% will put the big four banks under pressure in the month ahead, accord...

Funds management • 4 May 2022

Reserve Bank of Australia governor, Philip Lowe, says people have saved $240 billion over the last two years to prepare for rate rises while commentators predict they cou...

Financial planning • 4 May 2022

Advice should be treated with the respect given to doctors or lawyers as the industry has successfully improved itself to become a profession, according to Financial Serv...

Financial planning • 4 May 2022

Dr Roger Munro has been sentenced to four and a half years imprisonment after pleading guilty to three counts of fraud....

Policy & Regulation • 4 May 2022

MLC Life Insurance has partnered with Insignia Financial to launch a digital option for members to lodge and track their claim. ...

People & Products • 5 May 2022

Synchron chair, Michael Harrison, is to retire as the firm acquires WT Financial Group with the firm thanking him for his contribution to financial services....

Financial planning • 5 May 2022

Funds under management at Magellan have fallen to $68.6 billion in April although there was a slight uptick in its infrastructure division....

Funds management • 5 May 2022

Forager is disappointed by the sale of Twitter to Tesla founder Elon Musk as it believes the company is more valuable than Musk’s purchase price and has not reached its f...

Funds management • 5 May 2022

Targeting new demographics and trends as well as centralising technology solutions is on the cards for platforms over the next few years, according to some of the largest...

Financial planning • 5 May 2022

The number of buyers for financial planning firms is at record highs but sellers should be aware it can take up to three years for them to fully exit a business. ...

Financial planning • 5 May 2022

In an Australian first, the Federal Court has found RI Advice breached its license obligations to act efficiently and fairly when it failed to have adequate risk manageme...

Financial planning • 5 May 2022

Colonial First State has appointed EOS at Federated Hermes as its global stewardship provider to provide engagement, voting and public policy support for its global equit...

People & Products • 6 May 2022

There is huge disparity between property sectors as the world comes out of the pandemic and Australians may be disadvantaged by the ASX’s weighting to retail commercial p...

Funds management • 6 May 2022

Advice practices using managed accounts are achieving significant profit gains compared to their non-using peers, according to research from Praemium....

Financial planning • 6 May 2022

The financial threshold test should be removed, according to Super Consumers Australia and a leading consumer advocacy lawyer, as measuring net worth is an unreliable ind...

Financial planning • 6 May 2022

RI Advice may have avoided a penalty for its breach of cybersecurity risks but future breaches could incur a penalty as high as $525 million, according to the regulator....

Financial planning • 6 May 2022

The merger between superannuation funds Hostplus and Statewide Super has caused a busy week for adviser movements with only a net of five advisers leaving the industry th...

Financial planning • 6 May 2022
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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 days 1 hour ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 3 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 days 21 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 4 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 3 days ago