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A boost of 14 advisers joining the new Zurich Assure AFSL has contributed to positive net growth in adviser numbers....

Financial planning • 13 February 2023

Two former financial advisers have been permanently banned by ASIC for fraud offences....

Financial planning • 13 February 2023

According to two financial advisers, working alongside numerous professionals is imperative to providing balanced client support. ...

Financial planning • 14 February 2023

Lazard Asset Management has reduced the management fee on two of its Australian equity funds for institutional and retail clients....

Funds management • 14 February 2023

The rewarding nature of financial advice and the value it brings clients is at the heart of the career, says this adviser. ...

Financial planning • 14 February 2023

Fund manager Munro Partners has appointed Qiao Ma as a portfolio manager, joining from specialist equity manager Cooper Investors. ...

People & Products • 14 February 2023

Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....

Financial planning • 14 February 2023

New data from Kaplan Professional has found digital modules around ethics and professionalism have been among the most-popular offerings for advisers. ...

Financial planning • 14 February 2023

With Australians increasingly reluctant to discuss finances, Sydney adviser Jessica Brady has launched an online financial literacy course which hopes to empower young pe...

Financial planning • 14 February 2023

Former Iress chief executive, Andrew Walsh, has taken up a position as chair of the board at a wealth platform. ...

People & Products • 14 February 2023

Given the volatility in domestic and international markets, Australian retail investors can be forgiven for becoming a bit emotional about their portfolios, writes Greg B...

Expert Analysis • 14 February 2023

Commonwealth Bank shareholders have benefited from the higher interest rate environment, with the big four bank’s earnings rising 9% over the first half of the 2023 finan...

People & Products • 15 February 2023

Adam Kibble, an investment director for multi-asset and fixed income, has been appointed to the role of fund manager at Schroders....

People & Products • 15 February 2023

ASIC has published its Indigenous Financial Services Framework to support positive financial outcomes for First Nations people following a period of consultation. ...

Financial planning • 15 February 2023

Subdued market activity and property devaluations has contributed to the real estate investment trust’s statutory net profit after tax declining 97%....

Funds management • 15 February 2023

The firm is set to launch its Adviser Portal in the first half of the year and has worked with a group of advisers to determine how the service can best support them. ...

People & Products • 15 February 2023

Greenwashing, predatory lending and misleading insurance are all on ASIC’s enforcement radar for 2023. ...

Funds management • 16 February 2023

A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....

Financial planning • 16 February 2023

Cboe Australia chief executive, Vic Jokovic, will retire at the end of March after five years leading the securities exchange....

People & Products • 16 February 2023

Investors are the most optimistic they have been for a year, according to the latest Bank of America fund manager survey, with less than a quarter expecting to see a rece...

Funds management • 16 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...

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 12 hours ago