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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

Speaking at the 2023 ACSI Annual Conference, Minister Stephen Jones said the government would prefer doing “too much too soon, not too little too late” on its sustainabil...

Policy & Regulation • 4 May 2023

ASIC has outlined the most common mistakes made by funds when creating their target market determinations as well as how many products have been withdrawn from the market...

Funds management • 4 May 2023

Australian equities have fallen dramatically for the second consecutive month at Magellan, falling by 25 per cent in April....

Funds management • 4 May 2023

In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the market...

Editorial • 4 May 2023

The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system. ...

People & Products • 5 May 2023

Vanguard research has revealed that Australians who seek advice and have a clear retirement plan have the highest levels of confidence about their future....

Financial planning • 5 May 2023

The Stockbrokers and Investment Advisers Association has thrown its support behind the experience pathway, arguing its members would rather quit than study for unnecessar...

Financial planning • 5 May 2023

Iress has outlined how it will move to a performance-based remuneration model following feedback that its previous structure was not aligned with shareholder returns....

People & Products • 5 May 2023

The number of Insignia advisers has fallen to nearly 1,000, with the advice firm losing 72 advisers to micro-AFSLs over the years. ...

Financial planning • 5 May 2023

An overwhelming 99.94 per cent of shareholder votes have been cast in favour of a successful name change to Count Limited, signalling a “dynamic new phase” for the firm....

People & Products • 5 May 2023

Jeremy Lawson, chief economist and head of the abrdn Research Institute, will join the international department of the Reserve Bank of Australia as deputy head, effective...

People & Products • 8 May 2023

The devil is in the details with Michelle Levy’s recommendations, according to Insignia CEO Renato Mota, who sees the review as a fantastic opportunity for meaningful str...

Financial planning • 8 May 2023

A supply/demand problem in the recruitment of ESG professionals as firms hire more in-house staff is leading salaries for the highest-paid ESG heads to reach $400,000. ...

People & Products • 8 May 2023

The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...

Funds management • 8 May 2023

The Financial Advice Association Australia has recommended a 10-year sunset clause in the experience pathway to support older advisers, as it reveals its membership is eq...

Financial planning • 8 May 2023

Funds under management at GQG Partners are approaching US$100 billion thanks to inflows of more than US$5 billion since the start of 2023. ...

Funds management • 8 May 2023

The “old playbook” of “buying the dip” does not apply in the current economic environment, with risk assets unlikely to benefit from rate relief any time soon, according ...

Funds management • 8 May 2023

Fund managers at the recent Lonsec Symposium have shared their thoughts on where investors should seek their equity and fixed income exposure in portfolios....

Funds management • 8 May 2023

Iconic investor Carl Icahn’s $15 billion conglomerate lost 40 per cent of its value last week following the publication of a damning report by Hindenburg Research....

Funds management • 8 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 19 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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