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Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider lo...

Funds management • 18 December 2024

Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to...

Editorial • 19 December 2024

Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly-created role focused on the national intermediary market....

Funds management • 19 December 2024

Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real...

Financial planning • 19 December 2024

Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatilit...

Financial planning • 19 December 2024

National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group....

Financial planning • 19 December 2024

Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation...

Financial planning • 19 December 2024

Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants....

Financial planning • 19 December 2024

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

Financial planning • 20 December 2024

Grant Hackett has been promoted from CEO of Generation Life to head up the wider Generation Development Group....

Funds management • 20 December 2024

Betashares has named the top Australian suburbs with the highest spare cash flow, shining a light on where financial advisers could eye out potential clients....

Financial planning • 22 December 2024

Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires....

People & Products • 22 December 2024

As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of pot...

Financial planning • 22 December 2024

David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services....

Financial planning • 23 December 2024

Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change....

Financial planning • 23 December 2024

As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months....

Financial planning • 23 December 2024

Money Management looks back at the significant ETF launches of the year, with new offerings from providers like BlackRock, Global X, Betashares and Macquarie, among other...

Funds management • 30 December 2024

The last year has seen a number of appointments and exits in the ETF space, particularly with C-suite roles....

People & Products • 30 December 2024

As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....

Financial planning • 30 December 2024

The funds management space has seen a multitude of senior people moves throughout 2024, including several CEO appointments and exits....

Funds management • 31 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