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Five Australian equity ETFs are among the most traded by investors during November as the ETF landscape reaches $170 billion....

Funds management • 22 December 2023

The alternatives investment manager has reached completion in its acquisition of PM Capital announced last month, bringing Regal Partners’ combined FUM to $10.8 billion. ...

Funds management • 22 December 2023

Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even as the industry rounds out at 15,667 advisers for 2023...

Financial planning • 22 December 2023

A decade on from the UK’s Retail Distribution Review, the country still faces a shortage of financial advisers and digital advice has not necessarily provided the solutio...

Features • 22 December 2023

Clime Investment Management has entered into negotiations about a strategic business alliance with listed investment house Teaminvest Private Group in a move to return th...

Funds management • 29 December 2023

As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms....

People & Products • 30 December 2023

Money Management would like to wish all our readers a Happy New Year and looks forward to bringing you all the latest news in 2024. ...

People & Products • 1 January 2024

Saxo has shared its 2024 Outrageous Predictions focusing on the US presidential election and the potential impact of artificial intelligence....

Funds management • 2 January 2024

According to Natixis Investment Managers, five key threats will continue weighing on Australian investors’ minds and their portfolios in the new year as inflationary pres...

Funds management • 2 January 2024

SuperRatings has revealed the estimated annual performance of balanced superannuation funds for 2023, welcoming the “strong return to form” after losses in the previous y...

Superannuation • 3 January 2024

Magellan has shared its average funds under management for the second half of 2023 as it reports a second month of rising assets thanks to improved institutional flows....

Funds management • 5 January 2024

T. Rowe Price is beginning 2024 with an overweight to Australian bonds as it believes the Reserve Bank is lagging other markets when it comes to easing monetary policy....

Funds management • 8 January 2024

According to these fund managers, emerging markets and global markets ex-US, which have delivered historically underwhelming returns, could offer the next pockets of oppo...

Funds management • 8 January 2024

The financial advice profession can expect to see more advisers forming their own practice instead of sticking with major licensees in 2024, leading to greater industry c...

Financial planning • 8 January 2024

With artificial intelligence garnering significant investor interest and inflows over the last year, fund managers are bracing for the many opportunities and risks stemmi...

Funds management • 8 January 2024

According to two investment professionals, investors are bracing for a US recession in 2024’s first quarter, alongside a potential Trump presidency by November, as likely...

Funds management • 8 January 2024

The estimated sum for the initial Compensation Scheme of Last Resort levy has been calculated, with the regime expected to start receiving claims in April....

Financial planning • 8 January 2024

In its latest update, the global investment boutique has reported quarterly net inflows of US$1.8 billion, driving its funds under management as at the end of 2023 to rec...

Funds management • 9 January 2024

A former BT executive is set to head up the association’s marketing and communications team towards raising awareness around financial advice and the CFP designation....

People & Products • 9 January 2024

Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates....

Funds management • 9 January 2024
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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