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As Iress makes leadership changes, Money Management examines the progress of its transformation update which is scheduled to be completed by the end of the year....

Financial planning • 9 October 2024

Clime Investment Management has announced that all three of its non-executive directors have resigned from the company’s board....

Funds management • 9 October 2024

A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...

Financial planning • 9 October 2024

Research house Investment Trends has made a new hire to head up its Australian sales team....

Funds management • 10 October 2024

Platinum Asset Management has seen its first rise in funds under management in seven months, helped by positive investment performance. ...

Funds management • 10 October 2024

The investment platform saw its highest-ever quarterly rise in funds under administration over the September quarter, as it also provides an M&A update....

Funds management • 10 October 2024

Sydney-based financial advice firm Sherlock Wealth has announced it is now operating under its own AFSL, one week after Andrew Sherlock took over as its chief executive....

Financial planning • 10 October 2024

A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...

Financial planning • 10 October 2024

Australia’s largest financial advice licensee has led adviser growth over the past week, while 15 new entrants joined the industry....

Financial planning • 10 October 2024

ASIC has shared data on its licensing activity during the 2023–24 financial year, including how many were cancelled or suspended....

Financial planning • 11 October 2024

International equity ETFs continue to encompass the lion’s share of the broader Australian ETF industry’s growth, with the segment accounting for 60 per cent of quarterly...

Funds management • 11 October 2024

The FAAA has told a parliamentary joint committee that instituting a financial literacy test could help ensure clients avoid being misclassfied as wholesale cinvestrs....

Financial planning • 11 October 2024

Almost three-quarters of asset management chief executives globally are worried a lack of talent will negatively impact their growth, according to KPMG....

Funds management • 11 October 2024

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

Funds management • 11 October 2024

The chief executive of Pacific Current Group has told its shareholders that the firm is “flush with cash” after numerous divestments and is planning an estimated $300 mil...

Funds management • 11 October 2024

Financial advice software DASH Technology Group has received a further $10 million investment from Bailador Technology Investments to fund its acquisition of Integrated P...

Financial planning • 11 October 2024

Insignia Financial staff are to trial a four-day work week among multiple benefits agreed through a new enterprise agreement....

Financial planning • 11 October 2024

Welcome to the inaugural episode of Relative Return Unplugged, where we dive into one of the most pressing issues in Australia's financial landscape - the future of the R...

Editorial • 11 October 2024

Betashares has shared the top 10 ETFs which saw the largest inflows in September, with one asset class seeing triple the volume of inflows compared to the second-highest ...

Funds management • 14 October 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 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