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Abrdn has hired State Street’s Raf Choudhury as an investment director in its Australian multi-asset investment solutions business. ...

People & Products • 3 May 2022

North, provider of wrap investment platforms, has launched a client app, making it easier for clients to stay connected to their investments....

People & Products • 3 May 2022

Global asset allocators are increasing their weightings to Australian equities for the first time in years, according to T. Rowe Price, as the country is more attractive ...

Funds management • 3 May 2022

OnePath Life and Zurich has announced its intention to make a joint application to transfer OnePath Life's life insurance business, formally bringing together the two fir...

People & Products • 3 May 2022

Only 10% of superannuation members want to be referred to an adviser before they retire, while 50% want information to help them choose a retirement income solution, acco...

Superannuation • 3 May 2022

Financial services regulatory and compliance teams are facing work overload, stress and anxiety as they grapple with “overly excessive” compliance and reporting rules, a ...

Financial planning • 3 May 2022

The Reserve Bank of Australia has raised interest rates by 25 basis points to 0.35%, the first increase in 11 years and a surprise to the market....

Funds management • 3 May 2022

Small-cap fund manager OC Funds Management has appointed Aaron Yeoh as senior investment analyst. ...

People & Products • 4 May 2022

Equity Trustees has been selected to provide both custodian and trustee services to clean energy investor Octopus Australia....

People & Products • 4 May 2022

With most commitments being made by politicians during elections, Connect Financial Service Brokers says the Federal election is reaffirming the need for financial litera...

Financial planning • 4 May 2022

The Reserve Bank of Australia’s decision to raise the official cash rate by 25 basis points to 0.35% will put the big four banks under pressure in the month ahead, accord...

Funds management • 4 May 2022

Reserve Bank of Australia governor, Philip Lowe, says people have saved $240 billion over the last two years to prepare for rate rises while commentators predict they cou...

Financial planning • 4 May 2022

Advice should be treated with the respect given to doctors or lawyers as the industry has successfully improved itself to become a profession, according to Financial Serv...

Financial planning • 4 May 2022

Dr Roger Munro has been sentenced to four and a half years imprisonment after pleading guilty to three counts of fraud....

Policy & Regulation • 4 May 2022

MLC Life Insurance has partnered with Insignia Financial to launch a digital option for members to lodge and track their claim. ...

People & Products • 5 May 2022

Synchron chair, Michael Harrison, is to retire as the firm acquires WT Financial Group with the firm thanking him for his contribution to financial services....

Financial planning • 5 May 2022

Funds under management at Magellan have fallen to $68.6 billion in April although there was a slight uptick in its infrastructure division....

Funds management • 5 May 2022

Forager is disappointed by the sale of Twitter to Tesla founder Elon Musk as it believes the company is more valuable than Musk’s purchase price and has not reached its f...

Funds management • 5 May 2022

Targeting new demographics and trends as well as centralising technology solutions is on the cards for platforms over the next few years, according to some of the largest...

Financial planning • 5 May 2022

The number of buyers for financial planning firms is at record highs but sellers should be aware it can take up to three years for them to fully exit a business. ...

Financial planning • 5 May 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 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
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