Hundreds of AFSLs with retail authorisation must now report internal dispute resolution to ASIC by 29 February as the final tranche of the regime’s implementation kicks i...
Research house Zenith Investment Partners has appointed a managed accounts expert from Colonial First State to a newly created product role....
Betashares has shared which funds and asset class saw the highest volume of ETF inflows in 2023 as it forecasts funds under management could reach $220 billion this year....
The transitional board of the Compensation Scheme of Last Resort has appointed former UniSuper chief executive Kevin O’Sullivan, as a former AFCA director steps down....
Advisers could find themselves facing a larger bill this year if they receive an investments and advice complaint as AFCA updates its monetary rules and compensation cap ...
A transition of Insignia Financial’s private label to HUB24 has helped the firm’s quarterly platform inflows and number of advisers using the platform....
Adviser numbers are off to a good start for 2024 with double-digit gains for the first two weeks of the year, according to Wealth Data....
Licensee switching by advisers has led Praemium to report $334 million in net outflows in the December quarter on its ultra-high net worth platform Powerwrap with the rat...
Almost 6,000 financial advisers have just two weeks to register with ASIC if they wish to continue to provide advice with the FAAA warning “a lot is at stake” if they rem...
Three investment managers are among the first 12 Australian organisations to state they intend to start making disclosures aligned with the global Taskforce on Nature-rel...
With several financial services firms looking to implement AI into their business, the federal government is examining introducing mandatory guardrails to ensure it can b...
Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of...
Money Management collates the recommendations of major associations and how they would like the financial advice exam to change in the future following consultation....
Super funds have delivered a strong 2023 calendar year result, bolstered by strong international share markets, successfully reversing losses of 4.6 per cent in the previ...
In this episode of Relative Return, host Phil Tarrant is joined by Amanda Gardner, National Strategy Manager at Challenger, to examine the latest retirement income innova...
Clearer regulation and legislation for financial services is on the horizon as the Australian Law Reform Commission’s inquiry, first launched in September 2020, is tabled...
Wealth Data has tallied up the net movement of advisers seen in the financial advice industry during 2023, with only one subsector reporting positive growth....
KKR, global investment firm and majority owner of Colonial First State, has launched an education platform for financial advisers to educate them on alternative assets. ...
T. Rowe Price has moved underweight on both Australian equities and bonds after more than a year of neutral positioning as it is concerned about short-term earnings. ...
Funds under management at Australian Ethical are approaching $10 billion as net flows rise 39 per cent in the first half of FY2023–24....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...