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The proposed merger between Count and Diverger has received court approval to proceed on 1 March, with Count chief executive Hugh Humphrey welcoming reaching the “huge mi...

Financial planning • 16 February 2024

DASH has reported investment platform FUA growth of 46.9 per cent for 2023, largely driven by advisers adopting the software....

Financial planning • 16 February 2024

In its latest annual platform report, Investment Trends reveals which investment platform has taken the top spot for functionality, as HUB24 and Netwealth vie for first p...

People & Products • 16 February 2024

A licensee saw a drop of more than 20 advisers this week, according to Wealth Data, while there were six new entrants. ...

Financial planning • 16 February 2024

Despite an “eye-watering” $4.7 billion paid in remediation, ASIC believes fees for no service is still an active issue and has made multiple investigations of alleged inc...

Financial planning • 16 February 2024

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...

Financial planning • 18 February 2024

Speaking with the current and former employees of a potential stock is one way that Ausbil small-cap portfolio manager, Andrew Peros, tries to retain an edge in his inves...

Funds management • 19 February 2024

AFCA has doubled the team handling Dixon Advisory complaints, with the Compensation Scheme of Last Resort just six weeks away from implementation....

Financial planning • 19 February 2024

Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as impro...

Financial planning • 19 February 2024

Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to incr...

Funds management • 19 February 2024

GQG Partners chief executive, Tim Carver, believes it is “very, very hard” to pursue M&A in the asset management space after a failed bid for Pacific Current Group last y...

Funds management • 19 February 2024

The short-term outlook for Australian earnings is “at risk of disappointing”, according to T. Rowe Price, as it retains its underweight in the space. ...

Funds management • 19 February 2024

Active and passive investment strategies have been battling for investors’ attention for many years but the tough conditions in markets currently make a strong case for a...

Expert Analysis • 19 February 2024

Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concent...

Funds management • 20 February 2024

In this latest Meet the Manager profile, Money Management speaks with Wilson Asset Management portfolio manager Matthew Haupt on Australian equities, the US presidential...

Funds management • 20 February 2024

Jason Nyilas, who has more than 35 years of experience across financial services, has been appointed executive adviser at both moneyGPS and HeirWealth....

People & Products • 20 February 2024

Australian consumers say they are more likely to seek retirement advice from a financial adviser or their super fund, the FSC reveals, demonstrating a distrust of governm...

Financial planning • 20 February 2024

Sarah Abood, chief executive of the FAAA, believes 2024 will be the year that meaningful regulatory changes are clarified and delivered by regulators to the financial adv...

Financial planning • 20 February 2024

“Unacceptable circumstances”, a lack of shareholder support and Chinese regulatory delays are among reasons for problems with M&A deals in the fund management industry re...

Funds management • 20 February 2024

Magellan has detailed its plan to revamp its business in the US, with executive chairman Andrew Formica saying he can see a “tremendous opportunity” for the firm. ...

Funds management • 20 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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