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BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super. ...

People & Products • 9 May 2023

With initial signs that inflation might have passed its peak in Australia, portfolio managers have shared how they are positioning themselves for an interesting transitio...

Editorial • 9 May 2023

New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance....

Funds management • 9 May 2023

In light of the recent experience pathway consultation, former AFA chief executive Phil Anderson has debated whether 10 years of experience can be comparable to a univers...

Financial planning • 9 May 2023

Count’s chief executive, Hugh Humphrey, has told Money Management he hopes the firm’s rebranding will help it streamline its business as it acquires Affinia and sets out ...

Financial planning • 9 May 2023

One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and provide strategy and product advice recommendations that ...

Expert Analysis • 9 May 2023

Treasurer Jim Chalmers has handed down his second Budget, outlining how Labor is preparing Australians for its ‘defining decade’ by helping with cost-of-living pressures....

Funds management • 9 May 2023

Treasurer Jim Chalmers has warned economic growth is expected to slow significantly to 1.5 per cent in 2024....

Funds management • 9 May 2023

While Europe steams ahead with sustainable investment, Australian investors sit on two ends of the ESG spectrum when it comes to sustainable funds, according to ClearBrid...

Funds management • 10 May 2023

Amid aged care funding discussions, new research reveals 73 per cent of Australians would be willing to forego an inheritance to let older family members enjoy a comforta...

Financial planning • 10 May 2023

Higher interest rates have helped deliver a 10 per cent boost to the major banks’ collective earnings, but weakening economic activity and heightened competition have dim...

Funds management • 10 May 2023

Both fund management firms have launched two new exchange-traded funds with a focus on developed markets, infrastructure and real estate trusts. ...

People & Products • 10 May 2023

HUB24 is expanding its relationship with HR technology platform Striver to extend its range of adviser education resources....

People & Products • 11 May 2023

The major bank's chief economist said the RBA may hike rates further, despite stating he is "worried" the economic slowdown would be sharper than projected in the governm...

Funds management • 11 May 2023

With significant action towards sustainable finance announced in the 2023–24 budget, the building blocks are now in place for meaningful change, according to RIAA’s chief...

Funds management • 11 May 2023

There is a real need to remove the language of “woke capitalism” from ESG investment, according to a panel, if there is to be progress in Australia. ...

Funds management • 11 May 2023

ASIC is unlikely to slow its pace on greenwashing enforcement, according to deputy chair Karen Chester, or it will run the risk of making Australia a target for misconduc...

Funds management • 11 May 2023

The Financial Services Council and Financial Advice Association Australia have welcomed the 2023 budget from Treasurer Jim Chalmers but feel there is a lack of informatio...

Financial planning • 11 May 2023

Minister for financial services, Stephen Jones, has blamed the federal budget for the delays to the Quality of Advice Review but said he is expectant of a position by Jun...

Financial planning • 11 May 2023

In this week’s episode of Relative Return, Mayflower Consulting’s CEO, Sarah Penn, chats with host James Mitchell about structural issues in the Australian superannuation...

Editorial • 11 May 2023
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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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