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MSC Trustees has been appointed as the new trustee and responsible entity for two Alceon funds following a tender process undertaken by the real estate division of fund m...

People & Products • 27 July 2022

Challenger has appointed Victor Rodriguez as chief executive for funds management, encompassing Fidante and Challenger Investment Management....

People & Products • 27 July 2022

The Australian Financial Complaints Authority has appointed Delia Rickard to the board for a three-year term....

People & Products • 27 July 2022

There were 1,600 advisers in the Insignia network as of 30 June, 2022, a reduction of 82, due to integration of MLC Advice and Bridges....

Financial planning • 27 July 2022

The inflation environment will be much higher than pre-COVID levels over the next two to five years despite pockets of deflation, according to AMP Capital....

Funds management • 27 July 2022

The Advisers Association says it is “extremely unfair” that well-qualified, experienced, professional advisers have to go through more hoops than finfluencers to provide ...

Financial planning • 27 July 2022

Diverger has seen net revenue for its full advisers rise by 29% to $8.2 million in the past year thanks to improved fee models and organic fee growth within adviser pract...

Financial planning • 27 July 2022

Macquarie has expanded its Virtual Adviser Network (VAN) program to support the next generation of advice firms, with tailored coaching and a collaborative network to dri...

People & Products • 28 July 2022

Three-quarters of chief financial officers are feeling optimistic about the current financial prospects of their company but challenges in the economic environment mean t...

Funds management • 28 July 2022

Growth investors should be patient before putting their cash back to work as there is likely to be more volatility in global equity markets, but growth earnings resilienc...

Funds management • 28 July 2022

A recession in the US is likely next year, according to JPMAM’s Kerry Craig, but could work positively, akin to a forest fire, by clearing out excess in markets....

Funds management • 28 July 2022

The Australian Financial Complaints Authority is working on a ‘transformation project’ to offer guidance for firms on its approach and nature of systemic issues, an issue...

Financial planning • 28 July 2022

Firms are “going to great lengths” to retain financial advisers, offering them pay rises as high as $50,000 or extra responsibilities to prevent their departure....

Financial planning • 28 July 2022

The Australian Securities and Investments Commission has released its half-yearly data on financial advice misconduct cases and enforcement outcomes....

Financial planning • 28 July 2022

The Australian Securities and Investments Commission has imposed its first design and distribution stop orders on three financial firms in response to deficiencies in the...

Policy & Regulation • 28 July 2022

Resolution Life Australasia has appointed Tim Tez as chief executive, effective February 2023, replacing Megan Beer who will relocate to London in 2023 to become the chie...

People & Products • 29 July 2022

There has been a “flight to vanilla” when it comes to uptake of exchange traded funds in the past six months at the expense of thematic ones, according to ETF Securities....

Funds management • 29 July 2022

The latest data on financial advice complaints, which shows a fall of over 50% in the past year, indicates the improved quality of financial advice, according to the Fina...

Financial planning • 29 July 2022

There are many options within financial services that utilise the skills of a financial planner and advisers should not lose hope if they are deciding whether to leave th...

Financial planning • 29 July 2022

It is a useful reminder that time is one of the best investment defences to keeping the retirement picture intact meaning the old maxim, time, not timing, is still ringin...

Expert Analysis • 29 July 2022
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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 22 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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