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Two longtime executives, Erik Hirsch and Juan Delgado-Moreira, have been appointed co-chief executive officers to succeed Mario Giannini, who steps up as executive co-cha...

People & Products • 14 September 2023

Bank of America’s global survey has found allocations to US stocks have seen a record monthly jump as investors tilt overweight to the region for the first time in a year...

Funds management • 14 September 2023

Financial advice firms Priority Advisory Group and Wise Planners are to merge to create a multi-disciplinary professional services firm in Sydney....

Financial planning • 14 September 2023

The firm has announced a dual-entity restructure, with a new division catering to the diverse needs of advisers, advisory firms, and HNW and wholesale clients. ...

People & Products • 14 September 2023

Less than half of advisers wrote a life insurance policy in the first half of the year, according to Adviser Ratings, while Deloitte has identified a group of underinsure...

Financial planning • 14 September 2023

Two national financial services businesses are set to merge this month to create a $64 billion diversified firm with more than 500 staff, striving to become ‘Australia’s ...

People & Products • 14 September 2023

The Financial Services Council has appointed two financial services chief executives to join its board. ...

People & Products • 14 September 2023

In line with the fund’s digital transformation project, Aware Super’s new portal enables independent financial advisers to more efficiently manage clients’ investment opt...

Superannuation • 15 September 2023

Nominations and submissions have opened for the 2023 ifa Excellence Awards to be held in Sydney on 6 December....

Financial planning • 15 September 2023

Perpetual has announced a shake-up of two funds as part of a strategic review, which is understood to mean two portfolio managers will depart the business. ...

Funds management • 15 September 2023

RBA governor Philip Lowe will mark his last day at the central bank today after more than 40 years as he hands over the reins to Michele Bullock....

Funds management • 15 September 2023

According to Wealth Data, less than a quarter of all financial advisers on the ASIC FAR are women, with the accounting and super fund business models having the highest n...

Financial planning • 15 September 2023

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to James Martin, managing director and head of global client solutions at Hamilton Lane, about why t...

Editorial • 15 September 2023

The corporate regulator has revealed the results of its August financial adviser exam, which has delivered the highest pass mark of the year so far. ...

Financial planning • 15 September 2023

The Federal Court has approved Commonwealth Bank’s $50 million settlement in the consumer credit insurance class action....

Financial planning • 15 September 2023

Utilities should not just be viewed as a bond proxy as they offer opportunities for far greater returns, says Shane Hurst, winner of this year’s Infrastructure Fund of th...

Funds management • 18 September 2023

Data from Natixis IM has ranked Australia as third in the world for finances in retirement, but the nation’s overall ranking in the global retirement index has fallen by ...

Financial planning • 18 September 2023

Two new reports from CFS and Challenger have highlighted the benefits consumers gain from seeking advice as over half of those aged 50 and over fear outliving their savin...

Financial planning • 18 September 2023

Markets have welcomed the announcement of Australia’s first-ever sovereign green bond, planned for mid-2024, though managers remind investors that not all green bonds are...

Features • 18 September 2023

In partnership with US-based asset manager EAM Global Investors, SG Hiscock has launched the EAM Global Small Companies Fund into the Australian market....

Funds management • 18 September 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 3 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