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Australian equities funds with high responsible investment credentials have lost money for a second consecutive quarter thanks to the outperformance of energy stocks, acc...

Funds management • 19 July 2022

New management has been appointed for the $7.7 billion AMP Capital Wholesale Office fund after investors rejected AMP’s plans and voted to change the management and trust...

People & Products • 19 July 2022

Introducing end-to-end software solutions can reduce the cost of providing comprehensive financial advice from $5,335 to $2,918 according to DASH Technology Group....

Financial planning • 19 July 2022

Our mid-year outlook explores the challenges of asset allocation in this environment & where investors may find attractive longer-term opportunities....

Knowledge Centre • 20 July 2022

Aviva Investors expects global growth to slow to a below-trend pace over the next 18 months but expects economies to rebound quickly given the absence of major imbalances...

Funds management • 20 July 2022

Count Financial has announced the appointment of Moore Wealth Advisers as the latest firm to join its national advice community....

People & Products • 20 July 2022

HUB24 has announced annual platform net inflows of $11.7 billion for FY22 while the number of advisers using the investment platform rose by 13.8%....

Financial planning • 20 July 2022

Munro has indicated the signposts it is watching before it goes back in the market again, with the Global Growth fund holding over 40% of its portfolio in cash....

Funds management • 20 July 2022

Perpetual and Pendal have confirmed they are in discussion about a potential acquisition after Pendal rejected a bid earlier this year....

Funds management • 20 July 2022

AMP’s chief executive, Alexis George, has reflected on the firm’s response to addressing the mental health concerns of its adviser network following controversial changes...

Financial planning • 20 July 2022

Complaints about inappropriate advice have more than halved in the last financial year, according to the Australian Financial Complaints Authority, while those about fail...

Financial planning • 20 July 2022

Treasurer Jim Chalmers has launched a review of the Reserve Bank of Australia to ensure it is the “world’s best central bank”. ...

Policy & Regulation • 20 July 2022

An unregistered managed investment scheme operator in Western Australia has been charged with defrauding investors of $36.5 million in 50 counts of fraud....

Financial planning • 20 July 2022

About 90% of Australians believe end-of-life planning is important according to new research, but two-thirds have flagged challenges that are preventing them from taking ...

Financial planning • 21 July 2022

Franklin Templeton has appointed Felicity Walsh as managing director and head of Australia and New Zealand....

People & Products • 21 July 2022

Record numbers of investors are pessimistic about the prospects for the economy, driving further risk-off moves....

Funds management • 21 July 2022

The initial public offering market has shrunk in the last few months, bucking the trend of high listings that the market has seen in the previous 18 months....

Funds management • 21 July 2022

Concerns about upsetting bereaved clients or explaining declined insurance claims are causing stress for advisers, according to TAL, highlighting the need for training in...

Financial planning • 21 July 2022

Former Treasurer, Josh Frydenberg, has taken a new job at Goldman Sachs following his election defeat in May....

People & Products • 21 July 2022

Lonsec has announced the acquisition of Implemented Portfolios Limited (IPL), a specialist managed discretionary account (MDA) provider to high net wealth individuals and...

People & Products • 22 July 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 15 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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