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Iress has announced the completed sale of its UK mortgages arm, representing the fourth and largest divestment successfully executed under its transformation strategy....

Financial planning • 2 August 2024

Mercer has received a heavy penalty from the Federal Court after making misleading statements about the sustainable nature and characteristics of its Mercer Super Trust i...

Funds management • 2 August 2024

Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants....

Financial planning • 5 August 2024

With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term succe...

Features • 5 August 2024

European asset manager BNP Paribas has confirmed it is in exclusive talks with AXA to acquire its €850bn investment management arm....

Funds management • 5 August 2024

LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partne...

Financial planning • 5 August 2024

Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....

Financial planning • 5 August 2024

The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years....

Financial planning • 5 August 2024

Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan....

Financial planning • 5 August 2024

Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...

Financial planning • 5 August 2024

Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....

Financial planning • 5 August 2024

Wealth management firm Morgan Stanley has told around 15,000 US advisers that they can recommend bitcoin ETFs for certain clients....

Funds management • 6 August 2024

Global X investment strategist Marc Jocum reflects on how ETFs have transformed fixed income, with a next wave of innovation set to drive further change for investors....

Funds management • 6 August 2024

Global X ETFs has announced the CEO of its Australian business, Evan Metcalf, will depart the firm after a decade....

Funds management • 6 August 2024

Magellan Financial Group has reported its highest funds under management in almost a year, but specialist investors made redemptions following changes to its global fund....

Funds management • 6 August 2024

The Governance Institute has said ASIC’s governance arrangements are no longer “fit for purpose” in a time when financial markets are quickly innovating and cyber crime b...

Policy & Regulation • 6 August 2024

The central bank has announced its latest rate decision amid signs of improving inflation in Australia and rumbles of slowing global growth. ...

Financial planning • 6 August 2024

Lonsec chief investment officer, Nathan Lim, has reminded advisers and clients that attempting to time the market to combat volatility this week could be costly to portfo...

Funds management • 6 August 2024

The Compensation Scheme of Last Resort’s CEO David Berry has confirmed the number of complaints the organisation is actively working on, with $3.3 million being paid to v...

Financial planning • 6 August 2024

Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute....

Financial planning • 7 August 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 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 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 5 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 5 days ago