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...
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...
Lukasz de Pourbaix, executive director of Lonsec Investment Solutions and chief investment officer, is set to depart the firm in mid-June. ...
Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....
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...
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. ...
ASIC has banned Gold Coast-based director Darren Thomas Edden-Brown for eight years for promoting and helping consumers access their superannuation early to buy a home or...
Despite dwindling investor confidence, the Australian ETF industry still reached a new all-time high of $142.6 billion in FUM....
The latest Targeting Scams report has revealed Australians lost over $1.5 billion in investment scams in 2022, with the number targeted for investment scams via social me...
The Treasury has opened consultation on the proposed experience pathway, outlining what would deem an adviser to meet the education requirements....
Parameters underpinning a high conviction Australian equity fund, formerly advised by BlackRock, have been revised by newly appointed manager Pendal Group. ...
The specialist asset manager has been appointed to oversee the $115 billion super fund UniSuper’s private debt portfolio in Australia and New Zealand....
Delia Rickard, who spent over a decade at the ACCC and had previously been a senior executive at ASIC, has joined the board of the financial wellbeing organisation. ...
The funds platform has described performance over the March quarter as “solid”, despite a $740 million drop in net inflows....
The Advisers Association believes Australia runs the risk of a “back to the future” scenario that served it poorly in the past unless guardrails are put in place on non-r...
The Treasury has outlined how advisers and their AFSLs can utilise the proposed experience pathway if they meet the requirements, as it opens a consultation period for fe...
AMP has reported first quarter results for its Australian wealth management division, reporting a substantial 62 per cent drop in platform inflows....
Despite the early-year rebound in the equities market and expectations of an easing in monetary policy conditions, equities and long-term bonds remain out of favour with ...
Research from Rainmaker Information has found investors could potentially make more money by investing in managed investment products experiencing net outflows over chasi...
Pengana has announced a joint venture with investment manager Washington H Soul Pattinson in the hope of democratising access to private credit for non-institutional inve...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...