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A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards....

Funds management • 29 May 2024

A Federal Court ruling on whether licensees need to ‘take all reasonable steps’ regarding conflicted remuneration could extend to other parts of the advice process, accor...

Financial planning • 29 May 2024

As the financial advice industry looks to embrace career changers, Money Management speaks to a former teacher and international development worker who took the leap into...

Financial planning • 29 May 2024

Schroders Australia has become the latest asset manager to announce changes to its Australian investment teams with head of fixed income Stuart Dear to depart after more ...

Funds management • 29 May 2024

Central banks are signaling a desire to start cutting rates. Loomis Sayles’ Lynda Schweitzer doesn’t see evidence of a decisive turn for the worse in the economic cycle....

Knowledge Centre • 29 May 2024

Dixon Advisory is to be expelled by the Australian Financial Complaints Authority, preventing any new complaints being made against the firm....

Financial planning • 29 May 2024

ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes....

Funds management • 29 May 2024

Principal Asset Management has made its Finisterre Emerging Markets Debt Total Return strategy available to wholesale and institutional investors in Australia. ...

Funds management • 29 May 2024

Former Pendal manager Vimal Gor has returned to bonds as head of fixed income and multi-asset at Ellerston Capital, just months after joining a crypto advisory firm. ...

Funds management • 29 May 2024

Real estate debt provider DWS has appointed Matthias Naumann as chief investment officer for real estate for Asia-Pacific. ...

Funds management • 29 May 2024

Former ASIC deputy chair Peter Kell is to chair the Australian Financial Complaints Authority’s consumer advisory panel....

Financial planning • 30 May 2024

Financial advisers report experiencing trust issues from consumers still distrustful after the Hayne royal commission and in their own staff, but overall trust levels are...

Features • 30 May 2024

Insignia’s advice reorganisation could solidify its reputation as Morningstar warns the firm’s brand integrity and profitability are at risk from declining adviser number...

Financial planning • 30 May 2024

An authorised representative of Capstone Financial Planning has been permanently banned for misappropriating more than $650,000 in client funds....

Financial planning • 30 May 2024

In this episode of Relative Return, host Keith Ford speaks with Matt Reynolds, investment director at Capital Group, about how the firm’s history and fundamental research...

Editorial • 30 May 2024

Risk management and compliance system Fourth Line has partnered with insurance broker Numerisk to launch a new PI insurance solution for financial advice practices....

Financial planning • 31 May 2024

BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors. ...

Financial planning • 31 May 2024

Regal Partners has grown funds under management to $12.2 billion and flagged it may consider smaller bolt-on acquisitions, having withdrawn a bid last year for Pacific Cu...

Financial planning • 31 May 2024

The financial advice profession has seen double-digit adviser losses over the past week, including six advisers who departed Australia’s largest advice licensee....

Financial planning • 31 May 2024

Centrepoint Alliance has the opportunity to sneak up from behind while the three major licensees are distracted as chief executive John Shuttleworth tells Money Managemen...

Financial planning • 31 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 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 4 days ago