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Challenger has partnered with Aware Super to provide a de-risking solution for its defined benefit fund which will mean some 3,000 members see their future pension risk r...

People & Products • 27 July 2023

Troubled financial services firm Mayfair 101 has announced it plans to relaunch within months, less than a year after the 20-year advertising and fundraising ban on James...

Funds management • 27 July 2023

Insignia is to launch a partnership ownership model for self-employed licensees within months, known as Advice Services Co, as it seeks to become Australia’s largest advi...

Financial planning • 27 July 2023

In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is...

Editorial • 27 July 2023

Two bids have been made for asset manager Pacific Current, one from GQG Partners and one from alternative investment manager Regal Partners. ...

Funds management • 27 July 2023

Online trading may seem easy, but the sad truth is that it’s not. ...

Knowledge Centre • 27 July 2023

Since closing the Pendal deal earlier this year, Perpetual AUM has grown by $1.7 billion while it saw $5.1 billion net outflows, mainly in global equities strategies and ...

Funds management • 28 July 2023

The world’s largest asset manager has announced a new 50-50 joint venture with Jio Financial Services to introduce a new player to the Indian asset management industry....

Funds management • 28 July 2023

Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platf...

Financial planning • 28 July 2023

Michelle Levy, reviewer of the Quality of Advice Review, believes super funds already have too much on their plate to provide retirement income advice to members and feel...

Financial planning • 28 July 2023

The new group CEO of Bravura has vowed to “put the recent disruption and uncertainty behind us” as it makes its third CEO appointment since 2021....

People & Products • 28 July 2023

Franklin Templeton has hired a senior alternatives specialist from sovereign wealth fund Future Fund....

Funds management • 31 July 2023

Investment and advice complaints have seen a 51 per cent increase in the last financial year, largely attributed to complaints against Dixon Advisory and Best Leader Mark...

Financial planning • 31 July 2023

Strong outflows from Vanguard for the second consecutive quarter have affected the assets in Australasian sustainable funds, which stood at $41 billion in the second quar...

Funds management • 31 July 2023

AMP has fallen to less than 900, according to Wealth Data, some 10 months after dropping below the 1,000 milestone....

Financial planning • 31 July 2023

Insignia CEO, Renato Mota, has told Money Management why the firm’s new partnership model will free up the firm’s time to work with super fund members....

Financial planning • 31 July 2023

Blackwattle Investment Partners has selected Equity Trustees as the responsible entity for its first range of Australian equity funds....

Funds management • 31 July 2023

With markets having already experienced an ‘unsynchronised recession’, the asset manager expects a re-acceleration of big tech in the coming quarters and suggests the wor...

Funds management • 31 July 2023

Following an ASIC investigation, investment manager Brett Trevillian has been charged for forging portfolio performance verification reports that were provided to potent...

Financial planning • 31 July 2023

AZ NGA has made its latest acquisition with a stake in Sydney-based financial advice firm Foster Raffan iPlan....

Financial planning • 1 August 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 3 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 1 day ago

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

3 weeks 6 days ago