Search Page

Displaying results 180461 - 180480 of 182991

 

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

Funds management • 18 December 2023

Philippe Setbon has been named to lead Natixis Investment Managers as its next global chief executive, taking over from outgoing CEO Tim Ryan....

People & Products • 18 December 2023

Link Group is the target of an acquisition bid by Mitsubishi UFJ Trust and Banking Corporation as the firm seeks greater access to Australia’s superannuation funds....

People & Products • 18 December 2023

Critique Private Clients, a Sydney-based advisory business, has switched from an Insignia-owned licensee to Count’s Australian financial services licence network....

Financial planning • 19 December 2023

The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, accordin...

Financial planning • 19 December 2023

Candidates looking to sit the financial adviser exam next year will have a longer wait as ASIC pushes back the first sitting date in order to make amendments to the exam'...

Financial planning • 19 December 2023

ASIC has taken action against an asset manager for alleged greenwashing around false and misleading statements about a carbon emission exclusion screen....

Funds management • 19 December 2023

In this episode of Relative Return, hosts Charbel Kadib and Laura Dew reflect on the year that was, unpacking major developments across financial markets and the financia...

Editorial • 19 December 2023

A Gold Coast financial adviser who guaranteed his clients annual 8 per cent returns has been permanently banned from providing any financial services....

Financial planning • 19 December 2023

Strong sharemarkets have propelled positive superannuation fund performance across all risk categories in November and could mean this year’s annual returns offset 2022 l...

Superannuation • 20 December 2023

Platinum Asset Management and Clime Investment Management have both seen steep downturns in their share prices this year, while Magellan is set to end a difficult year in...

Funds management • 20 December 2023

Over half of Australians hope to live to 100 years, according to MetLife, and 90 per cent believe retirement should be redefined to account for a longer lifespan....

Financial planning • 21 December 2023

The final Bank of America Global Fund Manager Survey of the year has found respondents are bullish going into 2024, with sentiment the most upbeat it has been for two yea...

Funds management • 21 December 2023

Two Professional Year candidates have shared their thoughts with Money Management on ASIC’s proposed changes to the financial advice exam and what it will mean for their ...

Financial planning • 21 December 2023

A leading Australian investment manager has returned 143 per cent over the last five years with potential for further upside from increased distribution as investor appet...

Funds management • 21 December 2023

ASIC has sentenced former director Mudasir Mohammed Naseeruddin over four years imprisonment for ‘egregious conduct’ and dishonestly obtaining client funds from six inves...

Superannuation • 21 December 2023

The corporate regulator has banned the former sole director and chief financial officer of Brisbane-based Acquire Strategic Advisers over misleading and deceptive conduc...

Financial planning • 21 December 2023

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
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 1 week 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....

3 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 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”....

3 weeks ago