Search Page

Displaying results 179501 - 179520 of 183056

 

A trial investigating alleged misconduct by the wealth management company is slated to begin on Monday (5 June) and expected to run for up to five weeks. ...

Financial planning • 2 June 2023

ASIC has made its first interim stop order on a superannuation product as well as on three managed funds, all run by Spaceship Capital....

People & Products • 2 June 2023

JBWere has appointed Cathryn Carver as chair, replacing Michael Saadie....

People & Products • 5 June 2023

As the Fund Manager of the Year Awards near on 22 June, Money Management spoke to the Australian Large Cap Equity Fund finalists. ...

Funds management • 5 June 2023

Less than 1 per cent of total advisers are ‘pure risk’ advisers as commission changes and premium increases drive them out of the profession or into new advice careers, s...

Financial planning • 5 June 2023

Prime Financial is seeking to double its revenue growth by 2025 thanks to a five-year business re-organisation which is now reaping rewards as it sets its sight on multip...

People & Products • 5 June 2023

Innovation might be an opportunity cost borne by Australia’s regulatory environment, however some consumers may place more value in the human element of advice, according...

Financial planning • 5 June 2023

The former chief executive of an ASX-listed asset manager and industry veteran has joined the board of online investing platform Stake as chairman....

People & Products • 5 June 2023

The asset manager has announced a currency-hedged option in a move towards reducing the potential impact of movements in the Australian dollar on investors’ returns....

Funds management • 5 June 2023

The European asset management firm urged investors to turn their attention towards India, which is positioned for strong growth over the next decade....

Funds management • 5 June 2023

Fund managers IFM Investors and ISPT have confirmed they are exploring the merits of a potential merger at the request of significant shareholders....

People & Products • 5 June 2023

ASIC has suspended the AFS licence of a managed investment schemes and general advice provider after it failed to lodge financial statements and audit reports for the fin...

Financial planning • 5 June 2023

A former BNY Mellon managing director has joined MA Financial with a remit to further build on its institutional investor relationships in the real estate sector, with a ...

People & Products • 6 June 2023

A year-long research programme by fund manager Alphinity and CSIRO aims to provide a framework to assess, manage, and report on responsible artificial intelligence risks....

Funds management • 6 June 2023

Single disciplinary body the Financial Services and Credit Panel has published its first outcome, relating to an adviser who impersonated a client on the phone....

Financial planning • 6 June 2023

Four interim stop orders issued against Spaceship are the latest in a series of issues between the investment firm and the regulator over the last five years....

Funds management • 6 June 2023

Contrary to claims that finfluencers are a more accessible alternative to advisers, this licensed finfluencer believes she plays a complementary role towards easing inves...

Editorial • 6 June 2023

Magellan Financial Group has seen flat net institutional flows for the first time in a year while Australian equities outflows have moderated after significant outflows i...

Funds management • 6 June 2023

A Brisbane financial adviser has been banned by ASIC after recommending his clients roll their superannuation into SMSFs and borrow to invest in residential property. ...

Financial planning • 6 June 2023

A staple of retirement planning advice, the recontribution strategy has seen a resurgence in popularity since the work test was removed from super contributions law, writ...

Expert Analysis • 6 June 2023
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 4 days 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 2 days 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...

2 weeks 1 day ago