Search Page

Displaying results 180041 - 180060 of 186425

 

The Financial Planning Association of Australia has welcomed the Australian Securities and Investments Commission’s clamping down on the use of finfluencers....

Financial planning • 12 April 2022

Superannuation funds are questioning the methodology used for Choice heatmaps, according to the Australian Prudential Regulation Authority, days after Treasury questioned...

Superannuation • 12 April 2022

Pendal has rejected a bid from Perpetual as it believes it is not in members’ best interest and significantly undervalues the company....

Funds management • 12 April 2022

Changes to advice technology are prompting more interest from clients in digital advice so it is important that advisers understand the difference, writes Craig Keary....

Tools & guides • 12 April 2022

EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....

People & Products • 13 April 2022

Pendal’s Australian funds under management have declined by 3.8% in the March quarter as a result of portfolio adjustments and investment performance. ...

Funds management • 13 April 2022

Inflows to funds dropped in the first quarter of 2022, according to Calastone, but funds focused on Australia have stood out as more resilient compared to those investing...

Funds management • 13 April 2022

ASIC commissioner, Cathie Armour, is to leave the corporate regulator after nine years next month. ...

People & Products • 13 April 2022

When it comes to ESG investments, clients can become overwhelmed with information and expect their adviser to be on top of it....

Financial planning • 13 April 2022

With the Quality of Advice Review happening this year, one of ClearView’s regulatory priorities is that there be no further changes to risk commissions, an area flagged f...

Financial planning • 13 April 2022

Lifespan Financial Planning has appointed Tony Mantineo as the national practice consultant and head of Lifespan Partnership, a broad-ranging support service for self-lic...

People & Products • 13 April 2022

Akambo Financial Group and First Financial wealth management firms have merged, a move they say will increase their capabilities in providing investment solutions to the ...

Financial planning • 13 April 2022

Australian Ethical has made three senior hires to its investment committee and announced the launch of an adviser resource hub....

People & Products • 14 April 2022

Melbourne-based asset manager SG Hiscock has appointed Giles Croker as chief executive and chief operating officer....

People & Products • 14 April 2022

There is a great opportunity for fund managers to provide products which reflect the differing views of generations and genders regarding ESG....

Funds management • 14 April 2022

Advisers need to be innovative in how they present a Statement to Advice to clients as the future of the document will be less about regulation and more about presentatio...

Financial planning • 14 April 2022

The outcome of research by the corporate regulator into access into advice is unlikely to be published publicly and will instead form part of the Quality of Advice Review...

Financial planning • 14 April 2022

Data from ASIC has revealed the numbers of advisers on the Financial Adviser Register who are still yet to pass the financial adviser exam with only three sittings remain...

Financial planning • 14 April 2022

It is well-known that Outsider is always up for a celebration, so he is breaking out the champers for an unusual anniversary noted by the Senate Estimates committee....

Outsider • 14 April 2022

At last! Prime Minister Scott Morrison has announced an election date for 21 May....

Outsider • 14 April 2022
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 12 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
moneymanagement logo