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The Year of the Dragon could see a temporary rebound in Chinese equities and opportunities for contrarian investors to pick up stocks at cheap valuations, according to co...

Funds management • 12 February 2024

Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....

Financial planning • 13 February 2024

Count has made its latest acquisition of a company that provides offshore services for advisers out of India, continuing the expansion of its services segment....

Financial planning • 13 February 2024

Fiducian has reported a 23 per cent rise in net profit after tax in the last six months of 2023, but non fee-paying clients led to a fall in funds under advice....

Financial planning • 13 February 2024

ASIC has cancelled the Australian financial services licence of Sydney-based Brava Capital, which was charged last October for allegedly failing to lodge financial accoun...

Financial planning • 13 February 2024

Large licensees are looking to take minority stakes in smaller ones as a way to retain a presence in the industry, but the smaller party needs to ensure it doesn’t create...

Financial planning • 13 February 2024

ASIC has permanently banned a Perth financial adviser following his convictions of fraud....

Financial planning • 13 February 2024

The director was pulled up last year over providing unlicensed financial product advice....

Financial planning • 13 February 2024

The boutique asset manager has appointed a former acting chief executive of Challenger Funds Management to its board as a non-executive director....

Funds management • 14 February 2024

Challenger’s Funds Management business benefitted from strong net flows of $5.6 billion on the back of a “diverse offering and investment for growth”. ...

Funds management • 14 February 2024

The Financial Services Council says the sophisticated investor test needs to be updated to protect consumers....

Funds management • 14 February 2024

As concerns regarding cyber crime grow, a consultant has shared her doubts regarding whether self-licensed financial advice practices are prepared to mitigate the risks o...

Financial planning • 14 February 2024

AMP has reported an underlying NPAT loss of $47 million in the full year 2023 for its advice division as it focuses on making advice a standalone business and announced a...

Financial planning • 14 February 2024

In a reversal of muted flows last year, January saw the highest inflows go to international equity ETFs, while the broader ETF market surpassed $180 billion in FUM....

Funds management • 15 February 2024

Global fund managers are no longer predicting a recession for the first time in almost two years, according to Bank of America, with bullish sentiment continuing to rise....

Funds management • 15 February 2024

Improving Australians’ financial literacy through advice is the best way to achieve greater demand for longevity risk products, according to the FAAA, rather than governm...

Financial planning • 15 February 2024

Robo-adviser offerings and platforms are a source of significant focus for wealth management firms, according to KPMG, as well as how technology can improve the value and...

Financial planning • 15 February 2024

AMP chief executive Alexis George says 2023 saw advisers looking to join the business again after a difficult few years, as it takes the top spot as Australia’s largest l...

Financial planning • 15 February 2024

Magellan has looked to a rival fund manager to appoint a new head as replacement for David George, who left the firm last October, while reporting a 24 per cent rise in s...

Funds management • 15 February 2024

Swiftonomics are occupying the minds of Australian economists as the artist begins the Australian leg of her tour....

Editorial • 15 February 2024
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 13 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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