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Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...

Financial planning • 1 December 2023

With an ambitious $100 million revenue target by 2030 on the horizon, Prime Financial has released its projected results for the 2024 financial year driven by organic gro...

Financial planning • 1 December 2023

Two leading associations have called for the government’s plan for a tax on super balances above $3 million to be scrapped, as the legislation is tabled in Parliament....

Financial planning • 1 December 2023

International research firm Morningstar has fallen foul of ASIC’s greenwashing rules after allegedly making investments into nuclear weapons despite its ESG policy....

Funds management • 1 December 2023

The intergenerational wealth transfer is in full swing with the number of billionaires who have inherited their money outpacing those who are self-made for the first time...

Funds management • 4 December 2023

Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing l...

Financial planning • 4 December 2023

The Australian Law Reform Commission has outlined two approaches to reducing legislation to make it easier for firms to offer robo-advice as it completes its review of th...

Financial planning • 4 December 2023

AMP’s Matt Lawler believes financial advisers should be working together with super funds to improve the advice landscape, rather than competing, as well as ways to boost...

Financial planning • 4 December 2023

A consultant has painted a worrying picture of practice principals and advice directors in mid-tier firms facing burnout as they wear too many hats when running a growing...

Financial planning • 4 December 2023

JPMAM has identified five key sources of diversification to complement traditional 60/40 stock-bond allocations and combat the impacts of macroeconomic shocks....

Funds management • 4 December 2023

Some 1.5 million Aussies hold at least one ETF thanks to fee reductions and financial adviser recommendations, according to Computershare....

Funds management • 4 December 2023

Financial services firms have responded to the government's latest consultation on retirement income and product development....

Superannuation • 4 December 2023

The importance of fund managers being authentic in their approach to these investment principles and 'walking the talk' has never been important, writes Damian Cottier. ...

Expert Analysis • 4 December 2023

Two independent non-executive directors have been appointed to the AMP board with a focus on digital transformation and technology....

People & Products • 5 December 2023

E&P Financial Group has brought forward the appointment of its new chief executive and managing director as it seeks to take advantage of the macro themes playing out in ...

Funds management • 5 December 2023

The Perth-based wealth management firm is seeking to expand into eastern states next year as well as strengthen its presence in its home state of Western Australia....

Financial planning • 5 December 2023

Focusing solely on investment performance is a turn-off for high-net-worth individuals (HNWIs) who are seeking a more well-rounded, personalised offering from their advis...

Financial planning • 5 December 2023

Financial advisers are increasingly turning towards lifetime annuities to meet clients’ needs in retirement, according to Challenger, while the government places more foc...

People & Products • 5 December 2023

RBA governor Michele Bullock has made her final monetary policy decision for the year and shared her outlook ahead. ...

Funds management • 5 December 2023

The platform has expanded its investment suite with a range of managed account options from Morningstar, following its addition of SMAs from Infinity Asset Management las...

People & Products • 6 December 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 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 5 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 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 3 days ago