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Following its initial announcement in the October 2022‑23 Budget, the Government is now seeking feedback on the appropriateness of the existing regulatory settings for ma...

Financial planning • 4 August 2023

Newly opened this year from its COVID-19 lockdowns, two tailwinds are in place which are making China a more appealing investment option for Australian investors....

Features • 7 August 2023

Janus Henderson has reported its quarterly results and the progress on its strategic plan to reposition the business as CEO Ali Dibadj marks his first year with the asset...

Funds management • 7 August 2023

With Australia’s ageing population increasingly at risk of financial abuse, a law firm has shared tips for advisers to look out for in protecting their clients’ finances....

Financial planning • 7 August 2023

Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive. ...

Financial planning • 7 August 2023

With retirement being one of the most stressful times in a person’s life, research from the Australian Retirement Trust reveals four key drivers to building trust between...

Financial planning • 7 August 2023

The licensee has lost 92 advisers since the start of the calendar year, according to Wealth Data, including 12 in the past week....

Financial planning • 7 August 2023

A large redemption by a UK pension fund has failed to dent the funds under management of GQG in July, as it makes a bid for Pacific Current Group. ...

Funds management • 7 August 2023

Investment management firms are seeing greater female representation with the number of female CIOs at the investment managers that super fund HESTA works with rising fro...

People & Products • 7 August 2023

Contrary to most fund managers, Spatium Capital is hoping for more volatility, not less, after short-term mispricings helped its Small Companies fund see returns four tim...

Funds management • 7 August 2023

The Australian Sustainable Finance Institute has appointed Guy Debelle, former RBA deputy governor, to lead its newly formed expert group as the sustainable finance taxon...

Funds management • 8 August 2023

The Treasury has announced the “biggest crackdown on tax adviser misconduct in Australian history” which could see maximum fines for advisers who promote tax exploitation...

Policy & Regulation • 8 August 2023

OP-ED With Magellan CEO David George hinting at possible acquisitions, the appointment of Andrew Formica, who pursued an aggressive M&A strategy for Henderson as its form...

Editorial • 8 August 2023

Noting that some QAR recommendations make it “less legally onerous” for banks to provide advice, the industry association said it suspects a lingering interest from these...

Financial planning • 8 August 2023

WT Financial is expecting to see a 130 per cent increase in net profit after tax, as it releases indicative results for FY22–23, and CEO Keith Cullen believes the outlook...

Financial planning • 8 August 2023

The new fund manager, which launched its first three funds this month, has named Apex Group for fund administration, transfer agency, middle officer and custody solutions...

People & Products • 9 August 2023

Abbey Cook has departed the firm after almost four years to join small and mid-cap fund manager, Fairlight Asset Management. ...

Funds management • 9 August 2023

Former Praemium chief distribution officer, Martin Morris, has found a new role at Sequoia Financial Group, among three senior appointments made by the firm. ...

People & Products • 9 August 2023

Now is a difficult time to be a fund manager, according to Maple-Brown Abbott chief executive, Sophia Rahmani, with the firm focusing on distribution to financial adviser...

Funds management • 9 August 2023

Former Select AFSL and BlueInc Services managing and sole director, Russell Howden, has had a stay order dismissed by the Federal Court as he awaits the outcome of an app...

Financial planning • 9 August 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 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 5 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 4 days ago

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

4 weeks 1 day ago