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In this week’s episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Aus...

Editorial • 6 October 2023

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space....

Editorial • 6 October 2023

GQG Partners’ funds under management have marginally declined to US$105.8 billion at the end of 2023’s third quarter, compared to US$107.4 billion the previous month....

Funds management • 9 October 2023

Overwhelmed by options ahead of an expected $4.9 trillion intergenerational wealth transfer, less than a quarter of Australians over 50 have a plan in place on how to lea...

Financial planning • 9 October 2023

Magellan Financial Group has seen funds under management decline in September, with a 17 per cent loss seen in the global equities division. ...

Funds management • 9 October 2023

Following its completed merger of the former FPA and AFA in April, the FAAA is now in the “critical process” of renewing its policy platform through a member survey....

Financial planning • 9 October 2023

Justice Mark Moshinsky has ruled a timeline for mediation between AMP Financial Planning and Equity Financial Planners to begin, and a former planner has called for the f...

Financial planning • 9 October 2023

Court documents have revealed how former Melbourne adviser, Terence Nugara, was able to steal $10 million from his clients by promising returns as high as 98 per cent fro...

Financial planning • 9 October 2023

With the third quarter behind us, Money Management collates several Australian fund launches over the last three months, as well as notable fund manager deals. ...

Funds management • 9 October 2023

While these fund managers believe the earnings story from AI outside the tech sector is likely to only play out by 2025, here’s how they’re stock-picking in the meantime ...

Funds management • 9 October 2023

Linking with grassroots groups and ensuring First Nations people take the lead are key to servicing Indigenous clients, according to an Indigenous finance coach....

Financial planning • 10 October 2023

A new report from Capital Group has observed broad industry progress in overcoming challenges that previously deterred investors from adopting ESG strategies....

Funds management • 10 October 2023

The sustainable investment manager has appointed a new head of institutional distribution for the Asia-Pacific region, who holds nearly 14 years’ experience at American C...

People & Products • 10 October 2023

Former Australian Ethical executive, David Macri, is set to lead the strategic and dynamic asset allocation solutions for Mason Stevens’ platform clients running managed ...

People & Products • 10 October 2023

Financial Services Council chief executive, Blake Briggs, has shed a light on the need for industry body consolidation and how meaningful engagement between groups has br...

Financial planning • 10 October 2023

Financial investment advisers have been identified as a job experiencing a national skills shortage while a Treasury report has found migrant advisers are among the least...

Financial planning • 10 October 2023

The former chief executive of failed stockbroker BBY has been charged with aiding, abetting, counselling or procuring fraud with each of the two counts carrying a maximum...

Funds management • 10 October 2023

Magellan’s new chairman, Andrew Formica, says he is “deeply motivated” to return the fund manager to a growth footing by expanding its offerings. ...

Funds management • 10 October 2023

A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ...

People & Products • 11 October 2023

The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...

Financial planning • 11 October 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