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There are five reasons why advisers are reluctant to sell up their business, believes Forte Asset Solutions, with expected M&A activity on the horizon for companies with ...

Financial planning • 23 June 2022

ASIC has highlighted examples of problematic marketing in managed funds and expects to make a series of regulatory outcomes in the next few months....

Funds management • 24 June 2022

Nick Parsons has stepped down as chief executive of Bravura Solutions and will depart on 22 August....

People & Products • 24 June 2022

Minister for financial services, Stephen Jones, has stated his commitment to affordable financial advice after meeting with Quality of Advice Review reviewer Michelle Lev...

Financial planning • 24 June 2022

Net assets per adviser in self-managed superannuation funds have more than doubled since 2019 as the adviser exodus means remaining firms are taking on more clients....

Superannuation • 24 June 2022

Diverger has submitted an indicative proposal to acquire Centrepoint Alliance....

Financial planning • 24 June 2022

Adviser exits have fallen for the second consecutive week, from nine exits to five, while 16 provisional advisers commenced....

Financial planning • 24 June 2022

Investors are keeping an eye on three factors in markets, writes Alexandra Cain, which could drive positive performance in 2022....

Features • 24 June 2022

After 35 years, Money Management has published its final print edition. ...

Editorial • 27 June 2022

The major associations have collectively thrown their weight behind a joint submission to the Quality of Advice Review, Liam Cormican writes, arguing for a more consumer-...

Features • 27 June 2022

Research is finding that demand for advice is rising amid a world of rising interest rates and presenting opportunities for those who remain in the industry, writes Neil ...

Expert Analysis • 27 June 2022

ASIC has conducted a review into how superannuation funds communicated their performance test failures to members, revealing some may have risked misleading members....

Superannuation • 27 June 2022

While bargains are less obvious than in March 2020, there are still opportunities in markets for a well-diversified portfolio....

Funds management • 27 June 2022

The prudential regulator is pushing for superannuation funds to merge to deliver member benefits but some are facing ‘consolidation indigestion’ in the process....

Superannuation • 27 June 2022

Magellan has exited its stake in restaurant chain Guzman y Gomez, selling its 11.6% stake for $140 million....

Funds management • 27 June 2022

Treasurer Jim Chalmers has warned inflation in Australia “will be worse before it gets better”....

Funds management • 27 June 2022

Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...

Financial planning • 27 June 2022

Centrepoint Alliance has issued a response to the takeover bid by Diverger but believes the offer fails to fairly reflect the firm’s strategic value....

Financial planning • 27 June 2022

An Adelaide financial adviser has been charged with falsifying company books following an ASIC investigation....

Financial planning • 27 June 2022

ASIC has sought to freeze the assets of Ashley Vincent Arandez who is alleged to have obtained $2.5 million from investors by suggesting their funds would be invested in ...

Financial planning • 28 June 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 13 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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