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A new levy on large US banks has been proposed by regulators, set to deliver a two-year blow to earnings....

Funds management • 15 May 2023

There are unlikely to be rate cuts by central banks this year, according to JPMAM’s Kerry Craig, but investors need to prepare their portfolios for a 2024 rate reversal....

Funds management • 15 May 2023

The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and sati...

Financial planning • 15 May 2023

The investment platform has appointed Richard Large as chief technology officer, a former CTO at Australia’s $250 billion sovereign wealth fund. ...

People & Products • 16 May 2023

In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...

Financial planning • 16 May 2023

An aggressive hiking cycle, an inverted yield curve and maturing government bonds have created a major banking disaster....

Funds management • 16 May 2023

In conversation with Money Management, RIAA’s chief executive, Simon O’Connor, has shared how the organisation is creating initiatives to engage and help the advice commu...

Financial planning • 16 May 2023

ASIC’s senior executive leader, Leah Sciacca, has provided an update on the status of financial adviser registration with the regulator since it was delayed in November 2...

Financial planning • 16 May 2023

While many welcomed Treasurer Jim Chalmers’ second budget with its $14.6 billion cost-of-living plan, some industry professionals are concerned with what was left out. ...

Features • 16 May 2023

Monthly complaints have fallen, but they could rise again by opening the scope of advice to other providers, according to AFCA lead ombudsman for investments and advice S...

Financial planning • 17 May 2023

The asset manager has announced the appointment of Jonathan Jenkins to lead client business in Victoria, Tasmania, South Australia and Western Australia....

Financial planning • 17 May 2023

Australians like to believe property values double every 10 years. It doesn’t — and the next decade could see annual growth rates of around 3 per cent as we navigate a ne...

Funds management • 17 May 2023

The insurer has appointed Craig Dainton, former director of strategic projects and deputy chief financial officer at AMP, as general manager of customer and adviser oper...

Financial planning • 17 May 2023

AZ NGA has announced a strategic partnership with Rose Partners, a Melbourne-based accounting and advisory business with a high-net-worth and healthcare professional clie...

Financial planning • 17 May 2023

Morgan Stanley has joined Jefferies in being named as one of the banks that advised investors who have lost up to 40 per cent of their money in Carl Icahn’s NASDAQ-listed...

Funds management • 17 May 2023

The Financy Women’s Index has slipped for the second quarter in a row as cost-of-living pressures continue to bite. ...

Financial planning • 17 May 2023

The member-owned financial services company has announced the appointment of Michael McQueen, former chief investment officer at Media Super, to its executive team. ...

People & Products • 18 May 2023

The asset manager’s two new portfolios aim to offer Australian institutional investors exposure to emerging market companies with long-term earnings power at attractive v...

Funds management • 18 May 2023

OPINION: Fixed income has been an overlooked and misunderstood asset class for most Australian retail investors. Hopefully, bonds have our attention now....

Funds management • 18 May 2023

Leah Sciacca, ASIC senior executive for financial advisers, has outlined some of the activities of the Financial Services and Credit Panel, which commenced operations las...

Policy & Regulation • 18 May 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

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

3 months 1 week ago

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

5 months 1 week ago

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

3 weeks 2 days ago

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

4 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”....

3 weeks ago