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Following its recent partnership with Otivo, Colonial First State has now announced an arrangement with Viridian Advisory to offer unadvised members with one-off, topic-b...

Financial planning • 4 November 2024

The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long ...

People & Products • 4 November 2024

Former financial adviser and Coalition backbencher Bert van Manen has introduced a bill in Parliament, building on Michelle Levy’s good advice duty and calling for SOAs t...

Financial planning • 4 November 2024

ASIC data shows the number of smaller AFSLs with less than $50 million in revenue has increased by 25 per cent in the past year, but the regulator believes they are still...

Financial planning • 4 November 2024

Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can o...

Financial planning • 5 November 2024

A global investment management firm executive has called for standardised promotion policies to close the “gendered promotion gap”....

Financial planning • 5 November 2024

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly com...

Financial planning • 5 November 2024

Formalising its arrangement to bring international advisers to Australia, the FAAA has signed an international memorandum of understanding with FPSB India. ...

Financial planning • 5 November 2024

The Reserve Bank of Australia's latest interest rate announcement has left punters disheartened on Melbourne Cup Day....

Funds management • 5 November 2024

As the Australian financial advice industry undergoes transformative change, Adviser Ratings pinpoints five key trends characterising the future of the profession....

Financial planning • 5 November 2024

Janus Henderson has detailed how advisers can utilise these fixed income offerings to help clients achieve financial stability....

Funds management • 6 November 2024

Reflecting Australia’s love of property, Perpetual’s head of fixed income Vivek Prabhu believes Australian residential mortgage-backed securities are emerging as a high-q...

Funds management • 6 November 2024

Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards....

People & Products • 6 November 2024

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties....

Financial planning • 6 November 2024

With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...

Financial planning • 6 November 2024

AllianceBernstein’s managing director Brad Karp has stepped down after more than two decades in the role....

Funds management • 6 November 2024

Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management....

Funds management • 6 November 2024

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship. ...

Financial planning • 6 November 2024

Advice businesses that directly contract offshore workers are exposed to legal challenges in light of a recent Fair Work Commission decision, writes Danielle Cornelissen,...

Expert Analysis • 6 November 2024

The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession ...

Financial planning • 6 November 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 1 week ago

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

3 weeks 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 5 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 5 days ago