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A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers....

Financial planning • 17 September 2024

An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort....

Financial planning • 17 September 2024

VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...

Financial planning • 17 September 2024

The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....

Financial planning • 18 September 2024

Two investment professionals have underscored to advisers why integrating a broad range of fixed income exposures in client portfolios is critical for optimal returns. ...

Funds management • 18 September 2024

Ahead of the RBA’s upcoming monetary policy meeting next week, BlackRock Australasia has reaffirmed the market’s view that rate cuts are likely out of the picture for 202...

Funds management • 18 September 2024

Fund managers made a “big shift” into bond-sensitive sectors like utilities in September and away from cyclicals, while risk appetite is at an 11-month low....

Funds management • 18 September 2024

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

Financial planning • 18 September 2024

Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their ...

People & Products • 18 September 2024

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...

Financial planning • 18 September 2024

A potential acquisition of Platinum Asset Management by Regal Partners will be beneficial for the “challenged” fund manager, believes Morningstar, but it has warned fund ...

Funds management • 18 September 2024

Pendal has told investors it will start winding up its Enhanced Credit fund from December, its third fund closure this year....

Funds management • 18 September 2024

As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AF...

Financial planning • 18 September 2024

Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce menopause leave....

Funds management • 19 September 2024

Uranium has recently gone through a bout of volatility, notably selling off from the decade highs it had hit earlier this year on bullish supply and demand narratives. ...

Knowledge Centre • 19 September 2024

With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool fo...

Financial planning • 19 September 2024

ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies, how can AFSLs achieve this without alienating their ...

Funds management • 19 September 2024

The Financial Services Council has appointed a new deputy chair for its board....

Funds management • 19 September 2024

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....

Financial planning • 19 September 2024

Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice....

Financial planning • 19 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