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The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions i...

Financial planning • 12 September 2024

The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for fina...

Financial planning • 12 September 2024

Lazard Asset Management has expanded its investment menu for Australian investors with a new Japanese equity fund....

Funds management • 13 September 2024

The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options....

Financial planning • 13 September 2024

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time....

Financial planning • 13 September 2024

A global market sell-off in August and concerns around the Fed’s approach to rate cuts have prompted investors to consider reassessing their portfolio allocations. ...

Knowledge Centre • 13 September 2024

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....

Financial planning • 13 September 2024

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reaso...

Financial planning • 13 September 2024

With more fund managers looking to outsourced providers, two experts examines how this is affecting the local talent landscape in Australia for graduates looking to enter...

Funds management • 16 September 2024

Australia saw one of the most severe underlying dividend declines in the world in the second quarter of 2024, according to Janus Henderson....

Funds management • 16 September 2024

Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, accord...

Funds management • 16 September 2024

Two Australian small-cap asset managers have completed their merger after announcing the news in July this year, while providing an investment update....

Funds management • 16 September 2024

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...

Financial planning • 16 September 2024

A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...

Financial planning • 16 September 2024

The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. ...

Financial planning • 16 September 2024

A new ETF product is on the horizon from Global X, which seeks to strike a balance between growth and value for advisers and their clients....

Funds management • 17 September 2024

The Australian ETF market could climb to $800 billion in assets under management by 2034, according to new Stockspot analysis, with financial advisers underpinning this u...

Funds management • 17 September 2024

Platinum is “considering the merits” of being the specialist alternative manager’s latest M&A target....

Funds management • 17 September 2024

Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards....

People & Products • 17 September 2024

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...

Financial planning • 17 September 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks 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 ago

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

2 weeks 4 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 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago