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Falling global sharemarkets coupled with anaemic flows have caused the Australian exchange traded fund industry to fall for a second month in a row, according to BetaShar...

Funds management • 15 March 2022

As the price of iron ore reaches a six-month high, how are Aussie commodity stocks performing and which funds could benefit?...

Funds management • 15 March 2022

The delivery of financial literacy programs will require investment in educational infrastructure and should be inclusive of the needs of Aboriginal students, according t...

Financial planning • 15 March 2022

Funds under management in managed accounts have risen to $131.6 billion with particular growth seen in the separately-managed account space. ...

Financial planning • 15 March 2022

WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million. ...

Financial planning • 15 March 2022

86% of Australians expect their super or investments to be invested responsibly and ethically, is now the time to look to ESG and sustainable investing to grow your pract...

Knowledge Centre • 16 March 2022

Russia’s invasion of Ukraine has caused fund managers across the globe to expect a weaker economy and a bear market, according to Bank of America....

Funds management • 16 March 2022

PIMCO has been seeking to raise $500 million for its first listed investment trust for Australian investors, the PIMCO Global Income Opportunities trust....

People & Products • 16 March 2022

The industry is tired of reviews being passed onto third-parties, according to an industry expert, and advice must be separated from product for the review to be successf...

Financial planning • 16 March 2022

Allens partner, Fiona Crosbie, has been appointed to the Financial Regulator Assessment Authority, just days after fellow partner, Michelle Levy, was appointed to lead th...

People & Products • 16 March 2022

The number of exchange traded fund investors has climbed to over 1.7 million, with new investors being younger and more likely to be female compared to five years ago....

Funds management • 16 March 2022

Transaction prices for M&A in the financial services sector remain buoyant, according to HLB Mann Judd, but targets are often reluctant to sell up....

Financial planning • 16 March 2022

Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year....

Financial planning • 16 March 2022

First Sentier Investors has expanded its responsible investment and corporate sustainability capabilities with three appointments....

People & Products • 17 March 2022

Advisory business Frontier has hired Megan Mulia as its head of strategy, responsible for corporate strategy and driving growth for the firm as it sets its sight on Asian...

People & Products • 17 March 2022

Despite a small contraction in global gross domestic product expected by economists following the conflict in Ukraine, fund managers have set their sights on stagflation....

Funds management • 17 March 2022

The Quality of Advice Review’s inclusion of technology uptake in its terms of reference is an encouraging step, according to Ignition Advice, and reflects a maturing of t...

Financial planning • 17 March 2022

WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...

Financial planning • 17 March 2022

Advisers providing personal advice may have an exemption regarding complying with Target Market Determination but confusion remains around proving the use of the informat...

Financial planning • 17 March 2022

The regulator has permanently banned former authorised representative, Roderick Halligan, from providing financial services for contravening financial services laws and f...

Policy & Regulation • 18 March 2022
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 22 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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