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The industry has reacted to the retirement of Stephen Jones as Minister for Financial Services, recognising his efforts on scams and financial reforms. ...

Financial planning • 30 January 2025

Melbourne and Perth-based Endeavor Asset Management has added 24 financial advisers to its AFSL this week, with overall industry numbers rising by more than a dozen....

Financial planning • 30 January 2025

The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 mi...

Editorial • 30 January 2025

The levy payable by financial advisers for the Compensation Scheme of Last Resort has almost quadrupled for FY26 as the government launches a formal review....

Financial planning • 31 January 2025

FSC chief executive, Blake Briggs, believes the regulatory pendulum has “swung too far” over the last decade when it comes to financial advice, and it is appropriate to r...

Financial planning • 31 January 2025

Financial services consultancy Assured Support has appointed a new chairman to its advisory board, who previously served as Count’s chair and chief executive of the FPA....

Financial planning • 31 January 2025

National advice firm Coastal Advice Group has entered a long-term strategic partnership with New York-based Merchant Wealth Partners to accelerate its expansion....

Financial planning • 31 January 2025

Wealth management technology provider Bravura could be the next potential target for private equity firms, with commentators identifying how CEO Andrew Russell has enacte...

Financial planning • 31 January 2025

With consumers often unaware of the full extent of underlying costs in operating an advice practice, Adviser Ratings debates whether regulatory charges should be separate...

Financial planning • 31 January 2025

Contrary to expectations that Dixon Advisory would form the bulk of CSLR compensation, around three-quarters of the sum for FY26 relates to United Global Capital. ...

Financial planning • 31 January 2025

A former Perth financial adviser has pleaded guilty in court to stealing $1 million from his clients for his own benefit....

Financial planning • 3 February 2025

Anthony Doyle, who departed Firetrail Investments last month, has joined Schroders as its investment director for global equities....

Funds management • 3 February 2025

Milford Asset Management is set to terminate its Diversified Income Fund due to the “current small investment scale” of the product....

Funds management • 3 February 2025

Over 250 sustainable funds globally changed their names or dropped key ESG terms during 2024 amid regulatory greenwashing fears, according to Morningstar data....

Funds management • 3 February 2025

Selfwealth has received a third non-binding indicative offer from a new bidder which it says represents a “superior proposal” to its existing scheme implementation bid wi...

Funds management • 3 February 2025

Fidante has expanded its affiliate manager range with a strategic partnership with global long-short manager System Capital. ...

Funds management • 3 February 2025

Investment fund infrastructure provider FundBase Group is set to launch a new platform for Australian retail investors looking to enter the private markets universe....

Financial planning • 3 February 2025

Wealth management leaders are being encouraged to maximise the value of new and existing talent through continuous upskilling, as one-quarter of Australian employees seek...

Financial planning • 3 February 2025

Sequoia has gained a new shareholder after the Australian Wealth Advisers Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep d...

Financial planning • 3 February 2025

The financial advice business has expanded its range of services with the introduction of Apt Wealth Legal Services to meet clients’ evolving needs in estate planning and...

Financial planning • 4 February 2025
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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 3 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 1 day ago