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Investment strategist Frank Uhlenbruch is to leave Janus Henderson after almost 30 years. ...

People & Products • 1 May 2023

Despite its history of volatility, emerging markets offer rewarding returns for investors with long-term “emotional grit”, says this Fidelity investment director....

Funds management • 1 May 2023

A whole generation of investment managers – and some central bankers – are navigating an economic landscape they have never experienced....

Funds management • 1 May 2023

Perpetual small-cap manager, Jack Collopy, is to depart the asset manager after more than 20 years and the firm has appointed two co-portfolio managers to take over....

People & Products • 1 May 2023

The wealth platform has announced it is partnering with Citi Securities Services for custody and funds administration services as it looks to expand its offerings....

People & Products • 2 May 2023

Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies. ...

People & Products • 2 May 2023

With growing expectations that the Reserve Bank of Australia will extend its interest rates pause, some believe further hikes aren’t completely ruled out. ...

Funds management • 2 May 2023

The overall number of licensees has fallen by 15 per cent since January 2021, according to Wealth Data, but those focused solely on holistic advice have seen positive gro...

Financial planning • 2 May 2023

An Australian asset manager has launched a global credit fund after acquiring a New York-based investment management group....

People & Products • 2 May 2023

Future Super has received an infringement notice from ASIC over alleged greenwashing, this time related to a social media post by the fund, following earlier action again...

Superannuation • 2 May 2023

The central bank’s monetary policy board has announced its cash rate decision amid mixed signals from the domestic and global economy....

Funds management • 2 May 2023

Although finfluencers tend to “swim outside the safety flags”, Insignia chief executive Renato Mota believes they signal an unmet demand from a younger generation seekin...

Financial planning • 3 May 2023

Morningstar research has seen inflows to sustainable funds fall by 91 per cent in the past quarter, with passive giant Vanguard reporting rare net outflows after the firm...

Funds management • 3 May 2023

Almost 20 students have filed a class action against James Cook University after discovering their financial planning degrees had not received accreditation, leaving them...

Financial planning • 3 May 2023

Wealth manager and stockbroker Ord Minnett has paid $888k to comply with an infringement notice from the Markets Disciplinary Panel regarding a buy-back....

Funds management • 3 May 2023

The first person to be convicted of a ‘pump and dump’ scheme has been sentenced and fined after pleading guilty to charges of share manipulation and illegal dissemination...

Financial planning • 3 May 2023

Investment platform Superhero has announced it will be launching an adviser platform for advisers and dealer groups to help them deliver affordable advice. ...

Financial planning • 4 May 2023

AMP Advice has partnered with fintech firm Frollo to provide advisers and their clients with access to its open banking technology. ...

People & Products • 4 May 2023

The Quality of Advice Review needs to be enacted “urgently” to allow the industry to rebuild, according to HUB24’s chief executive, Andrew Alcock, as the firm acquires cl...

People & Products • 4 May 2023

As the industry awaits government action on Michelle Levy’s recommendations, one big question looms: Why are so few Australians getting financial advice?...

Editorial • 4 May 2023
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 13 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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