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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...

Financial planning • 16 January 2024

Research house Zenith Investment Partners has appointed a managed accounts expert from Colonial First State to a newly created product role....

People & Products • 17 January 2024

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....

Funds management • 17 January 2024

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....

People & Products • 17 January 2024

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 ...

Financial planning • 17 January 2024

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....

Funds management • 17 January 2024

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....

Financial planning • 17 January 2024

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...

Funds management • 17 January 2024

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...

Financial planning • 17 January 2024

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...

Funds management • 18 January 2024

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...

Policy & Regulation • 18 January 2024

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...

Funds management • 18 January 2024

Money Management collates the recommendations of major associations and how they would like the financial advice exam to change in the future following consultation....

Financial planning • 18 January 2024

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...

Superannuation • 18 January 2024

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...

Editorial • 18 January 2024

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...

Financial planning • 18 January 2024

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....

Financial planning • 18 January 2024

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. ...

Financial planning • 18 January 2024

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 management • 18 January 2024

Funds under management at Australian Ethical are approaching $10 billion as net flows rise 39 per cent in the first half of FY2023–24....

Funds management • 18 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 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

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago