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Two asset managers have each expanded their product suite with the launch of new global equity funds for Australian investors....

Funds management • 29 April 2024

Private investment opportunities are moving up on the list of what investors want from their financial advisers, according to Natixis IM, and over half of firms say they ...

Funds management • 29 April 2024

The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management. ...

Funds management • 30 April 2024

Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect o...

Financial planning • 30 April 2024

Insignia Financial has appointed the former APAC head of a global asset manager to its board....

Financial planning • 30 April 2024

As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...

Financial planning • 30 April 2024

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...

Financial planning • 30 April 2024

Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP. ...

Financial planning • 30 April 2024

Australian advisers have an advantage of other developed markets when it comes to emerging market debt as the Aussie dollar acts as a natural hedge with potential to enha...

Funds management • 30 April 2024

Aviva Investors is maintaining an underweight stance on the communications sector within its high yield allocation as it believes it faces a higher default rate....

Funds management • 30 April 2024

With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment....

Funds management • 30 April 2024

Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...

Features • 30 April 2024

Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures....

Financial planning • 30 April 2024

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retiree...

Financial planning • 1 May 2024

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....

Financial planning • 1 May 2024

The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....

Financial planning • 1 May 2024

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financ...

Financial planning • 1 May 2024

The balance of ASIC enforcement activity is skewed towards civil rather than criminal cases, but the corporate regulator says it is seeking to redress this balance. ...

Financial planning • 1 May 2024

Asset manager Nuveen is seeing opportunity in municipal bonds which are at their highest yields in over a decade....

Funds management • 1 May 2024

Medical grounds are no excuse for compliance failures as a Victorian AFSL is sentenced for failing to lodge annual financial reports....

Financial planning • 1 May 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 4 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 2 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 ago