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Money Management explores which actions the Financial Services and Credit Panel is taking when it considers the outcomes of cases. ...

Financial planning • 20 March 2024

A third individual, David Sipina, charged in relation to Courtenay House group of companies, has pled guilty to two criminal charges regarding his involvement in a $180 m...

Funds management • 20 March 2024

The corporate regulator has permanently banned a Queensland-based adviser from providing any financial services. ...

Financial planning • 20 March 2024

The number of advisers using managed accounts has exploded in recent years, often at the expense of diversified managed funds. But diversified funds deserve a place in al...

Knowledge Centre • 21 March 2024

Diversified managed funds could make an ideal addition to a managed account, as the broad toolset available to the fund manager enables them to seek outperformance and ma...

Knowledge Centre • 21 March 2024

Maple-Brown Abbott has appointed Sophie Metcalfe from Schroders as a business development manager as it seeks to grow its reach with financial advisers. ...

Funds management • 21 March 2024

In a never-ending saga, the case management hearing to settle on the final sum for the AMP BOLR class action has been delayed for the third time....

Financial planning • 21 March 2024

Ethical considerations fall down the list in terms of priorities for consumers seeking financial advice when there is a pessimistic economic environment, according to the...

Financial planning • 21 March 2024

The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. ...

Expert Analysis • 21 March 2024

Advisers today have a unique opportunity to position themselves as indispensable allies and trusted counsel to these professionals, providing the safety net they need....

Expert Analysis • 21 March 2024

In this episode of Money Management's Meet the Manager, we're joined by Chris Hestelow, investment specialist at Allan Gray Australia. Hestelow discusses why diversified ...

Editorial • 21 March 2024

In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia Pacific, at American Century Investments, about global small caps, technolo...

Editorial • 21 March 2024

The corporate regulator has handed down a permanent ban to the director of a crypto fund, whom it deemed to lack “integrity, trustworthiness and judgement”....

Funds management • 21 March 2024

Hybrid securities can offer investors equity-like returns, yet with a lower level of risk. Here’s a rundown on hybrids and why they are attractive investment options....

Knowledge Centre • 21 March 2024

Iress has announced a partnership with financial services career provider Striver to encourage new graduates and career changers into the financial advice industry....

Financial planning • 22 March 2024

A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational weal...

Financial planning • 22 March 2024

Financial services class actions are firmly back on the agenda after a ‘brief reprieve’ in recent years, reporting a 69 per cent rise in 2023, with crypto and ESG matters...

Financial planning • 22 March 2024

A complex series of factors can cause financial advisers to get caught up in professional indemnity insurance claims – Numerisk’s Richard Silberman shares how to avoid su...

Financial planning • 22 March 2024

With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...

Financial planning • 22 March 2024

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to...

Features • 25 March 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

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 3 days ago