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An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....

Financial planning • 7 August 2024

New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender p...

Financial planning • 7 August 2024

With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t alw...

Financial planning • 7 August 2024

GQG Partners has reported a small rise in funds under management in July, ahead of its full-year results later this month....

Funds management • 7 August 2024

Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...

Financial planning • 7 August 2024

AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering....

Financial planning • 8 August 2024

In this episode of Relative Return, host Laura Dew speaks with Michael Hunstad, deputy chief investment officer and chief investment officer of global equities at Norther...

Editorial • 8 August 2024

AMP chief executive Alexis George has detailed to Money Management how its exit from advice will change the industry, allow greater scale for advisers and a new role for ...

Financial planning • 8 August 2024

The Principals’ Community has enhanced its value proposition by partnering with SuperConcepts, enabling its self-licensed advice practices to utilise the SMSF software....

Financial planning • 8 August 2024

Wrap platform Expand has announced it has doubled the number of separately managed accounts available for advisers, with five new investment managers added....

Financial planning • 8 August 2024

Platinum Asset Management has shared its latest monthly update amid its turnaround strategy, with outflows continuing to impact its FUM....

Funds management • 8 August 2024

More than 100 new entrants have joined the financial advice profession so far in FY25, according to Wealth Data analysis, while AMP’s exit from advice will create a licen...

Financial planning • 8 August 2024

Federated Hermes has expanded its Australian and APAC distribution team with a newly created role....

Funds management • 9 August 2024

Iress has appointed Insignia Financial’s former general manager of master trust and insurance products as its newest CEO of superannuation, who will take over from Paul G...

People & Products • 9 August 2024

While ETFs are growing in popularity with advisers, there is a growing divide in demand between those which are index and active, and advisers are “unconvinced” by the ac...

Funds management • 9 August 2024

As the number of new entrants to the industry passes 100 for FY25, ASIC reports that firms are finding it a positive experience and has highlighted three areas to improve...

Financial planning • 9 August 2024

With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...

Financial planning • 9 August 2024

Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is bei...

Features • 9 August 2024

Northern Trust Asset Management has strengthened its investment stewardship capabilities by welcoming a new global head of stewardship who joins after 30 years at UBS Ass...

Funds management • 12 August 2024

US fund manager T. Rowe Price says it is committed to Australia despite closing its Australian equities strategy with a focus on global equity funds for the intermediary ...

Funds management • 12 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....

2 weeks 6 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