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Six months since being named CEO of its local arm, Dimensional’s Bhanu Singh shares his insights on the Australian adviser market, the Quality of Advice Review (QAR), and...

Financial planning • 28 June 2023

A relevant provider that used an inaccurate SOA to induce a client to switch superannuation funds is the subject of the Financial Services and Credit Panel’s latest compl...

Financial planning • 28 June 2023

Two leading advisory firms in South Australia are set to merge and be rebranded as Count Adelaide from July 2023....

Financial planning • 28 June 2023

Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...

Funds management • 28 June 2023

Insignia’s class action hearing has closed with a clash over the role media played in the share price drop, the alleged admissions made in an almost decade-old statement...

Financial planning • 28 June 2023

ASIC has released the indicative levy for advisers in 2022–23 in its latest cost recovery implementation statement....

Financial planning • 28 June 2023

FAAA chief executive, Sarah Abood, has hit out at the 2022–23 ASIC levy estimate for advisers and called for the temporary freeze to be re-enacted....

Financial planning • 29 June 2023

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Ross Lees, Head of Funds Management at Centuria, about their specialist property investments and ...

Editorial • 29 June 2023

Coming to the end of the 2022–23 financial year, Money Management has noted a busy first half for the corporate regulator. ...

Financial planning • 29 June 2023

From 1 July, the national dealer group will officially begin operating as a profit-for-purpose organisation, donating 100 per cent of its profits to nominated charity par...

Financial planning • 29 June 2023

Going into the end of the financial year, adviser movements remain disappointing with a large loss of 46 advisers for the week, according to Wealth Data....

Financial planning • 29 June 2023

E&P Financial Group, parent of Dixon Advisory, has appointed a new chief executive as Peter Anderson steps down....

People & Products • 29 June 2023

Responsible Investment Association of Australasia (RIAA) chief executive, Simon O’Connor, is to step down from the organisation after more than a decade....

People & Products • 30 June 2023

Advice licensee Centrepoint Alliance is seeking a corporate adviser to evaluate M&A opportunities as it forecasts an EBITDA of $7.6 million for FY23....

Financial planning • 30 June 2023

ClearView Wealth has appointed an experienced life industry veteran as non-executive director....

People & Products • 30 June 2023

AUSTRAC has concluded its external audit of Bell Financial Group after more than a year and has released its verdict....

Funds management • 30 June 2023

Insurance Australia Ltd has been penalised $40 million by the Federal Court in the largest-ever penalty imposed against an insurer for breaches of consumer protection law...

Policy & Regulation • 30 June 2023

Despite market volatility, the dividend yield outlook for financial year 2023 sits at around 4.4 per cent for the ASX 200, in line with the long-term trend of around 4.5 ...

Funds management • 3 July 2023

Two new board members have been appointed to join the Council of Australian Life Insurers....

People & Products • 3 July 2023

The Financial Services Council and Council of Australian Life Insurers have welcomed the new Life Insurance Code of Practice, coming into effect 1 July 2023, that will de...

Financial planning • 3 July 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

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

2 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....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago