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The firm will seek a new CEO to succeed Andrew Clifford, who steps down after five years to focus on his position as co-CIO and co-portfolio manager of Platinum’s global ...

Funds management • 25 August 2023

Falling just short of previous forecasts, recent figures indicate FAAA members now comprise almost 50 per cent of the ASIC FAR, according to Wealth Data. ...

Financial planning • 25 August 2023

With commissioner Danielle Press to depart ASIC next month, the Treasurer has appointed three new commissioners to the corporate regulator....

Policy & Regulation • 25 August 2023

Insight Investment Consultants has tapped a former Morningstar director to lead its new fund research ratings business along with hiring a senior investment consultant. ...

Financial planning • 28 August 2023

The firm has described the last financial year as a “year of underperformance and great disappointment” and has committed to rebuilding trust, starting with a refreshed b...

Funds management • 28 August 2023

There are ‘green shoots’ appearing in the financial adviser market, according to Centrepoint CEO John Shuttleworth, with the firm looking to grow its network via organic ...

Financial planning • 28 August 2023

As the world’s most populated country with a growth story fuelled by middle-class consumption, Indian equity markets are poised to be a winner in the long term, according...

Funds management • 28 August 2023

Global X has launched its second new core ETF on the ASX, tracking high-growth technology NASDAQ companies....

Funds management • 28 August 2023

MLC Life Insurance has thrown its support behind the 10th annual Super Fund of the Year Awards as platinum partner....

Superannuation • 28 August 2023

Guideway’s new AI-powered tool converts meeting recordings into compliant advice file notes, reducing the burden of recordkeeping on advisers to free up more time for cli...

People & Products • 28 August 2023

Members of the AMP BOLR class action will have to wait longer for information on any potential compensation after an update from the Federal Court....

Financial planning • 29 August 2023

Unveiling the 2023 Intergenerational Report, Treasurer Chalmers has called the retirement phase of super the government’s next frontier and flagged further consultation t...

Superannuation • 29 August 2023

Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he...

Financial planning • 29 August 2023

The Federal Court has handed down a penalty to AMP to pay Equity Financial Planners and Wealthstone, two members of the class action....

Financial planning • 29 August 2023

A Rockhampton-based advisory business specialising in insurance advice is the latest addition to Count’s national advice community. ...

Financial planning • 30 August 2023

Financial advisers are being urged to expand their skills with specialist SMSF training as the volume of assets held in SMSFs reaches $876 billion....

Superannuation • 30 August 2023

According to the former AFA submission to the Senate Economics Committee’s investigation into ASIC, there are “significant differences” in the treatment of misconduct in...

Financial planning • 30 August 2023

New Vanguard analysis has uncovered that the majority of women are less optimistic about their financial decision-making than their male counterparts, especially relating...

Financial planning • 30 August 2023

With business revenue growing 17 per cent to $74.3 million, Praemium believes 2023 has seen key strategic decisions, such as divesting its international operations, pay o...

Financial planning • 30 August 2023

The appeals tribunal has granted a temporary stay order to a Queensland director who was banned by ASIC in March for failing to meet fit and proper person requirements. ...

Financial planning • 30 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