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The digital advice platform is officially launching into the financial advice sector, offering up its services to practices as a means of engaging with the next generatio...

Financial planning • 10 April 2025

Global X has painted a worrying picture for active ETFs in Australia, with investor adoption proving uneven and the popularity of its low-cost index counterparts only gro...

Funds management • 10 April 2025

Financial advice firms have told Adviser Ratings they are planning to increase their compliance spend by almost a third, including on enhancements to their cyber security...

Financial planning • 10 April 2025

The positive results of the latest financial adviser exam have helped the advice profession reach 15,600 yet again, according to Wealth Data analysis....

Financial planning • 10 April 2025

Financial Services Minister, Stephen Jones, has assured the cost and time to enter the financial advice profession will soon be halved, as shadow treasurer Angus Taylor p...

Financial planning • 10 April 2025

In this week’s special episode of Relative Return Unplugged, we present shadow treasurer Angus Taylor’s address at Momentum Media’s Election 2025 event, followed by a Q&A...

Editorial • 10 April 2025

Australian Ethical Investment has welcomed an independent non-executive director to its board, who previously spent a decade as Colonial First State’s CEO....

Funds management • 11 April 2025

The Federal Court has appointed liquidators to wind up Falcon Capital and the First Guardian Master Fund, following an ASIC application....

Financial planning • 11 April 2025

One of Australia’s largest ETF products lost over $300 million in outflows during March as international equity ETFs suffered steep declines in flows....

Funds management • 11 April 2025

ASIC is seeking to publish firm-level data on the reportable situations and internal dispute resolution regime, in hopes that advice licensees will “lift their game”....

Financial planning • 11 April 2025

The Australian Institute of Company Directors has shared which issues are keeping financial services directors up at night, and how they compare to the sentiment of direc...

Financial planning • 11 April 2025

Despite industry criticisms, Financial Services Minister Stephen Jones believes the Labor government has moved the financial advice reform dial forward “significantly” du...

Financial planning • 11 April 2025

First Sentier Investors is the latest investment manager to enter the ETF space, enabling financial advisers and investors to access an existing geared fund via an ETF st...

Funds management • 14 April 2025

In its latest quarterly update, alternative asset manager MA Financial said it saw a 22 per cent increase in net inflows (ex institutional) to $444 million and is holding...

Funds management • 14 April 2025

GSFM and its fund manager partner, Munro Partners, have launched an investment fund for New Zealand wholesale investors, marking a “natural extension” of its capabilities...

Funds management • 14 April 2025

Australian pre-retirees are exhibiting heightened anxiety about their financial future and are seeking greater retirement certainty as a result, Challenger research has u...

Financial planning • 14 April 2025

South Australian financial advice firm Calder Wealth Management has announced a strategic partnership with a risk advice firm....

Financial planning • 14 April 2025

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

Financial planning • 14 April 2025

Boutique real estate credit manager COI Capital Management has appointed a former private equity head from MLC Asset Management. ...

Funds management • 14 April 2025

CoreData research has highlighted Australian financial advice practices are expanding beyond traditional financial advice and reinforcing the power of a professional netw...

Financial planning • 14 April 2025
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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 2 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 ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago