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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

A suburb in Victoria has been crowned as the top suburb by opportunity for financial advisers, according to data from Adviser Ratings....

Financial planning • 30 August 2023

Following a successful pilot phase, the firm has partnered with three businesses to create an integrated paraplanning solution for advisers....

Financial planning • 30 August 2023

With prominent contributions by Woodside and Westpac in a seasonally quiet quarter, Australian dividends reached $13.1 billion in Q2 2023, according to the Janus Henderso...

Funds management • 30 August 2023

With 101 net new advisers and a 17 per cent rise in adjusted segment revenue to $18.1 million, Count Limited has reported a strong performance from its wealth segment in ...

Financial planning • 30 August 2023

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Gary Monaghan, investment director for Asian equities at Fidelity, about opportunities in Asia an...

Editorial • 31 August 2023

APRA has announced 96 trustee directed products and one MySuper product failed to meet the benchmark of its 2023 superannuation performance test....

Superannuation • 31 August 2023

In a shifting landscape that includes limited advice models and a growing number of micro-AFSLs, business development managers face new challenges in connecting with advi...

Financial planning • 31 August 2023

Zenith has identified various asset managers which have performed strongly and those which have struggled in the second quarter of this year....

Funds management • 1 September 2023

Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....

Funds management • 1 September 2023

The firm has announced a 55.6 per cent drop in EBITDA to $5.5 million, but remains determined in its strategic growth ambitions, with further acquisitions likely heading ...

Funds management • 1 September 2023

The government has released further exposure draft legislation on the proposed objective of superannuation, reflecting feedback received from its first consultation earli...

Superannuation • 1 September 2023

The global investment manager has added three new options to its range of sustainable managed portfolios as the adviser demand for sustainable investment products grows....

Funds management • 4 September 2023

The financial advice dealer group is in the process of liquidation and deregistration, Sequoia has confirmed, as the parent company seeks to achieve operational and cost ...

Financial planning • 4 September 2023

While some fund managers overstate their ESG credentials and others remove their sustainable outcomes entirely, it is transparent communication that will be critical to a...

Funds management • 4 September 2023

Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change....

Financial planning • 4 September 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