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As the new financial year kicks off, financial advisers will need to ensure their clients – especially those approaching retirement – are in the right place for their sup...

Financial planning • 3 July 2023

AMP has completed its sale of SuperConcepts to private equity firm Pemba Capital Partners....

People & Products • 3 July 2023

The equities asset manager has promoted Blake Dowsett, a founding member of Touchstone, to the newly created role of head of research....

People & Products • 3 July 2023

Federated Hermes and First Sentier Investors have announced new hires to boost their sustainability and impact capabilities....

People & Products • 3 July 2023

The firm has announced new non-executive director appointments to the boards of Mercer Investments, Advance Asset Management, and Mercer Superannuation, effective 1 July ...

Funds management • 3 July 2023

The sale of AIA Australia’s investment and superannuation business to Resolution Life has now been finalised. ...

Funds management • 4 July 2023

The National Anti-Scam Centre’s new investment scam fusion cell, led by Australia’s corporate and competition regulators, will be initially set up for six months. ...

Policy & Regulation • 4 July 2023

Count and Diverger have announced key acquisitions in their continued strategies towards growth and boosting advice capabilities....

People & Products • 4 July 2023

ASIC has permanently banned a Sydney-based director and cancelled the AFSL of his company after concerns about him making offers of investment in unlisted shares....

Policy & Regulation • 4 July 2023

Managing director, Felicity Walsh, reflects on the win, sharing what she feels sets Franklin Templeton apart and how the firm is partnering closely with clients to capita...

Funds management • 4 July 2023

EXCLUSIVE Easing regulation has made it easier to be a licensee but Diverger is still in talks to see how it can grow its scale, according to chief executive, Nathan Jaco...

Financial planning • 4 July 2023

The Federal Court has imposed a combined $13.5 million penalty on Select AFSL, BlueInc Services, and Insurance Marketing Services for engaging in unconscionable conduct....

Financial planning • 4 July 2023

The Reserve Bank of Australia has held rates at 4.1 per cent as the committee wants to allow time to assess the impact of previous interest rates rises....

Funds management • 4 July 2023

Magellan Asset Management director, Kirsten Morton, has stepped down from the board. ...

Funds management • 5 July 2023

Winner of the Innovation Fund category at the Fund Manager of the Year Awards, L1 Capital has shared its views on running a highly concentrated fund with an activist inve...

Funds management • 5 July 2023

The Financial Advice Association Australia has recorded over 8,700 membership renewals, including over 80 per cent of eligible practitioner members....

Financial planning • 5 July 2023

As E&P appoints a new chief executive and the government brings in the CSLR that should help affected consumers, Money Management has collated a timeline of events at the...

Funds management • 5 July 2023

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

Financial planning • 5 July 2023

Australia’s first independent and whole-of-market super fund awards program...

Past events • 5 July 2023

Investors and asset owners are feeling the pinch of cost management challenges as fund servicing and ad hoc charges rise in an inflationary environment, according to a ne...

Funds management • 6 July 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 3 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 1 day 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 ago