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In this episode of Relative Return, host Charbel Kadib speaks to Steven Tang and Damien Hennessy of Zenith Investment Partners about portfolio construction and asset allo...

Editorial • 23 November 2023

Mercer Financial Advice has been ordered to pay a $12 million penalty for fees for no service and failures in its fee disclosure obligations. ...

Financial planning • 23 November 2023

Netwealth CEO, Matt Heine, has identified financial advice as one of six areas he believes will be beneficiaries of the growth in artificial intelligence....

Financial planning • 24 November 2023

Macquarie Group’s releasing of nine financial advisers has driven double-digit losses for the industry this week, Wealth Data finds. ...

Financial planning • 24 November 2023

WT Financial Group managing director, Keith Cullen, believes the current M&A activity in financial advice is long overdue, having been accused of “running into a burning ...

Financial planning • 24 November 2023

The decision by AMP to pay $100 million in settlement to members of the Buyer of Last Resort class action has been welcomed as providing closure, but one adviser told Mon...

Financial planning • 24 November 2023

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

Editorial • 24 November 2023

With nearly half of financial advisers providing responsible investment advice, ESG questions are becoming a fundamental part of the client discovery stage....

Features • 27 November 2023

Adviser Ratings has identified two smaller platforms, which are making inroads in challenging established players in the market, as well as eight factors driving advisers...

People & Products • 27 November 2023

Affected clients of Mercer Financial Advice paid over $14 million in inappropriate ongoing fees, as court documents show ASIC pushed for a penalty of $20 million....

Financial planning • 27 November 2023

In his final shareholder speech, Renato Mota, reflects on his tenure as Insignia CEO and the long-term competitive advantage of the business despite its sharp share price...

Financial planning • 27 November 2023

AFCA has confirmed to Money Management when it will start issuing determinations on Dixon Advisory complaints with a view to the Compensation Scheme of Last Resort’s intr...

Financial planning • 27 November 2023

Advisers “live in fear of the next black swan event”, according to FAAA general manager Phil Anderson, as they anticipate the start of the Compensation Scheme of Last Res...

Financial planning • 27 November 2023

Centrepoint Alliance has appointed a former senior Colonial First State executive as an independent non-executive director on its board....

People & Products • 27 November 2023

Betashares has launched the Australian Cash Plus Fund (managed fund) on the ASX during a “particularly relevant time” for cash solutions as investors seek to benefit from...

People & Products • 27 November 2023

Frontier Advisors has announced a series of promotions and reshuffles in its research teams in response to changing client interests and the firm’s five-year strategy....

Funds management • 27 November 2023

Treasurer Jim Chalmers has confirmed legislation will be introduced this week to strengthen the Reserve Bank of Australia, which follows the central bank’s sweeping overh...

Funds management • 27 November 2023

The Reserve Bank of Australia has appointed a deputy governor to work alongside Michele Bullock....

Funds management • 27 November 2023

Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian...

Financial planning • 28 November 2023

NextGen Financial Group has formally entered into liquidation after losing a Federal Court case regarding an unpaid $270,000 Australian Financial Complaints Authority det...

Financial planning • 28 November 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 4 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 2 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 ago