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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

GQG is considering launching active ETFs for investors as it approaches US$100 billion in funds under management....

Funds management • 6 December 2023

It is too early to think about rate cuts in Australia, according to Schroders, and even if they are paused for the time being, they could rise further over the next few y...

Funds management • 6 December 2023

Two actuaries have urged for an overhaul of the current retirement framework to better prepare Australians for the future and improve the accessibility of general financi...

Financial planning • 6 December 2023

The FAAA is concerned about consumers without the necessary knowledge to invest in managed investment schemes being classified as wholesale investors, as the number of pe...

Financial planning • 6 December 2023

In the first full month since the exit of chief executive, David George, Magellan has reported a rise in funds under management for the first time since January 2023. ...

Funds management • 6 December 2023

A Victorian financial adviser at Financiallink Group, Pamela Anderson, has seen her two-year ban from providing financial services for two years affirmed by the AAT....

Financial planning • 6 December 2023

ETF provider Global X is targeting $10 billion in assets under management by the end of 2025 as it looks to the institutional space for ETF uptake by super funds....

Funds management • 6 December 2023

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony...

Financial planning • 6 December 2023

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia....

Financial planning • 7 December 2023

Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions. ...

People & Products • 7 December 2023

This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advi...

Financial planning • 7 December 2023

Three major changes have been announced in the latest Delivering Better Financial Outcomes reforms regarding how advisers provide and document advice to their clients....

Financial planning • 7 December 2023

Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler document...

Financial planning • 7 December 2023

In this episode of Relative Return, James Harwood, senior portfolio manager at Russell Investments, joins host Phil Tarrant to discuss the burgeoning ETF space and how th...

Editorial • 7 December 2023

While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of t...

Financial planning • 7 December 2023

The Compensation Scheme of Last Resort’s transitional board has appointed its first chief executive alongside a non-executive director in the lead up to its scheduled com...

People & Products • 7 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 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 6 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 4 days ago