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The fund manager has appointed a new head to lead its retail business, replacing Stephen Fletcher who has moved into a newly created role at Munro Partners. ...

Funds management • 15 October 2024

One of the apparently happy outcomes of QAR Tranche 1 was the introduction of relief from having to provide a Financial Services Guide but it turns out this was not all i...

Expert Analysis • 15 October 2024

Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff....

People & Products • 15 October 2024

The advice industry’s experience with the disbanded FASEA regime should be a harbinger for any possible review and funding of the Office of the Australian Information Com...

Financial planning • 15 October 2024

As ESG and sustainable funds continue to suffer outflows and the regulator cracks down on greenwashing, there has been a notable downturn in the number of launches and st...

Features • 16 October 2024

Clime IM has made four appointments amid a strict cost-cutting strategy to reduce executive overheads, following the resignation of three non-executive directors last wee...

Financial planning • 16 October 2024

The global financial services firm has taken on a second AFSL as it looks to capitalise on the high-net-worth market in Australia....

Funds management • 16 October 2024

Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand....

Financial planning • 16 October 2024

Colonial First State has unveiled its tailored digital financial advice offering, designed by Otivo, for unadvised CFS FirstChoice superannuation members at just $88 per ...

Financial planning • 16 October 2024

A compliance expert has shared three tips that financial advisers can learn from the mistakes of Dixon Advisory, based on the firm's AFCA determinations. ...

Financial planning • 16 October 2024

Exclusive analysis from Wealth Data shows the number of AFSLs in the holistic advice model with one to two advisers has risen 54 per cent over the past five years, while ...

Financial planning • 16 October 2024

AMP has reported its Q3 results and provided a progress update on the divestment of its advice division to Entireti. ...

Financial planning • 17 October 2024

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive....

Financial planning • 17 October 2024

Perpetual has reported positive quarterly net inflows for the first time in 12 months, the first under the remit of new chief executive Bernard Reilly....

Funds management • 17 October 2024

ASIC has made two appointments to its senior executive leadership team covering regulation and enforcement following an international search. ...

Funds management • 17 October 2024

Research house Genium Investment Partners has appointed a head of investment solutions from Mason Stevens. ...

Funds management • 17 October 2024

Former Sydney financial adviser, David Valvo, has pled guilty in court to a charge of dishonest conduct....

Financial planning • 17 October 2024

Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall....

Financial planning • 17 October 2024

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, dive into the burgeoning world of defence...

Editorial • 17 October 2024

Australian Ethical’s acquisition of Altius Asset Management has helped its funds under management grow to nearly $13 billion over the September quarter....

Funds management • 18 October 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