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Two JPMAM commentators have warned advisers about the dangers of moving assets into cash during market volatility, describing it as “swopping one risk for another”....

Funds management • 22 May 2025

Australia’s retirement system is under mounting pressure, and industry leaders have warned that without broader access to financial advice, the country will go “broke”....

Financial planning • 22 May 2025

The financial advice profession has enjoyed a recovery this week as numbers surpassed 15,600 yet again, following the largest decline in the calendar YTD last week....

Financial planning • 22 May 2025

ASIC has imposed licence conditions on a financial services firm following concerns its customer service representatives have been giving unlicensed advice....

Financial planning • 23 May 2025

Bravura Solutions’ platform Midwinter has announced several appointments and internal promotions to bolster its growth trajectory, which includes two senior business deve...

Financial planning • 23 May 2025

The technology group has announced a strategic partnership with global alternatives fintech firm, S64, to improve adviser access to private markets....

Financial planning • 23 May 2025

The financial advice profession has reached a period of relative stability, according to Adviser Ratings, enabling industry participants to prepare for the incoming silve...

Financial planning • 23 May 2025

Two advisers have received reprimands from the Financial Services and Credit Panel after falling short of their CPD requirements....

Financial planning • 23 May 2025

Hedge fund manager Minotaur Capital is taking an AI-led approach to sourcing investment opportunities, comparing the adoption of AI to that of Microsoft Excel in the 1990...

Funds management • 23 May 2025

An EY report has revealed Australians are more loyal to their advisers than the global average, highlighting relationship-building opportunities amid market changes....

Financial planning • 23 May 2025

Australia’s alternative investment market is set to enjoy further evolution and growth thanks to innovation overseas, predicts BlackRock and Franklin Templeton....

Funds management • 26 May 2025

Pendal is set to shutter its Asian Share Fund in August as it has “little prospect” of significant growth in funds under management....

Funds management • 26 May 2025

Higher cost-of-living challenges are placing significant strains on Australians’ mental and financial wellbeing, according to CFS, while access to crucial guidance remain...

Financial planning • 26 May 2025

In conjunction with the accounting associations, the FAAA has released a comprehensive guide breaking down what advisers need to know about tax deductibility of advice fe...

Financial planning • 26 May 2025

The industry body has expressed its strong opposition towards ASIC’s plans of publishing reportable situations data, describing it as a “completely inappropriate use of d...

Financial planning • 26 May 2025

In this episode of Relative Return, host Laura Dew chats with Zahid Kassam, portfolio manager at MFS Investment Management, to unpack the intricacies of contrarian invest...

Editorial • 26 May 2025

The rise of artificial intelligence (AI) is a “massive enabler” for Australia’s investment platforms, says HUB24 and Netwealth, as they seek to lead this technological di...

Financial planning • 26 May 2025

The financial services company has welcomed two independent non-executive directors to its board, while also announcing the upcoming departure of another board member....

Funds management • 27 May 2025

Spending by the Compensation Scheme of Last Resort in FY25 is expected to be less than the $24 million it had previously estimated, the body has announced....

Financial planning • 27 May 2025

La Trobe Financial has announced the launch of an ASX-listed private credit fund, offering a new funding avenue for the firm....

Funds management • 27 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 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 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 weeks 2 days ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

3 weeks 6 days ago

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

2 weeks 1 day ago