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In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to dissect some of the submis...

Editorial • 28 November 2024

Advice professionals are being encouraged to proactively engage with their staff on mental wellbeing, with a new report finding a surge in employee exhaustion and stress ...

Financial planning • 28 November 2024

ASIC commissioner Alan Kirkland says the problems regarding advisers recommending clients to invest in the troubled Shield Master Fund are far from being an “isolated inc...

Financial planning • 28 November 2024

The FAAA’s Phil Anderson believes the problem with Dixon Advisory is “much bigger than an advice issue” and the levy to pay for it should be expanded beyond the financial...

Financial planning • 29 November 2024

After weeks of fluctuating above and below 15,500, adviser numbers have maintained their hold above the line for three consecutive weeks....

Financial planning • 29 November 2024

An advice AFSL has seen its licence cancelled by ASIC this month for failing to pay an AFCA determination, which was then covered by the CSLR....

Financial planning • 29 November 2024

Global wealth advisers are cautiously optimistic about the future, with many expecting to meet their clients’ financial goals over the next few years despite economic cha...

Funds management • 29 November 2024

First Sentier Investors has announced two key promotions in its leadership team, with a new global head of distribution and marketing and the newly created role of chief ...

People & Products • 29 November 2024

The FAAA is actively exploring and has sought legal advice on how the problem of phoenixing AFSLs can be avoided to prevent the burden falling on the CSLR and the advice ...

Financial planning • 29 November 2024

As cost-cutting programs drive a rise in wealth management redundancies, a recruitment consultant suggests highly regarded talent are seeing their loyalty tested in an un...

Funds management • 2 December 2024

AMP expects to make a $36 million loss from its advice divestment, while Entireti has announced a new senior leadership structure as the deal completes. ...

Financial planning • 2 December 2024

PwC suggests asset managers are accelerating plans to build out their asset classes, supported by mergers and strategic partnerships, to capitalise on clients' diversific...

Funds management • 2 December 2024

An FSC report found female representation in portfolio management and analyst roles has improved in 2024 amid diversity efforts, although the figure dipped drastically fo...

Funds management • 2 December 2024

Two months after reporting its highest-ever quarterly growth, Netwealth announced it has passed $100 billion in funds under administration. ...

Financial planning • 2 December 2024

The FAAA and AFCA are in disagreement regarding how much of an industry collapse, such as Dixon Advisory, relates to product failure and how much relates to advice. ...

Financial planning • 2 December 2024

Magellan has announced the launch of its first long-short product, its third fund arising from its strategic partnership with Vinva Investment Management....

Funds management • 2 December 2024

OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively....

Funds management • 2 December 2024

Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...

Funds management • 2 December 2024

Entireti chief executive Neil Younger has shared the responsibility and privilege he feels as the head of Australia’s largest advice licensee, and how he aims to prevent ...

Financial planning • 2 December 2024

The corporate regulator has shared details on how many investment and advice complaints were reported under the internal dispute resolution data reporting framework in FY...

Financial planning • 3 December 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 1 week 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 1 day 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 6 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 6 days ago