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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

Advice technology solution intelliflo has launched a fee consent screen to provide financial advisers with enhanced fee tracking abilities, responding to latest DBFO legi...

Financial planning • 27 May 2025

Morningstar behavioural scientist Ryan Murphy has shared the top annoyances held by clients towards their financial advisers and how it could impact their ongoing relatio...

Financial planning • 27 May 2025

Wealth managers are underestimating the client demand for alternatives, according to EY, and those who can integrate a full range into investment propositions stand to ga...

Funds management • 27 May 2025

Financial advisory firm Yarra Lane has launched a robotic process automation consulting service, in association with outsourcing specialist Vital Business Partners. ...

Financial planning • 28 May 2025

ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities. ...

Financial planning • 28 May 2025

Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concern...

Financial planning • 28 May 2025

A subsidiary of Australia’s second-largest advice licensee Count has successfully defended a class action in Federal Court regarding a self-managed superannuation fund....

Financial planning • 28 May 2025

The Coalition has announced a new shadow treasurer and minister for financial services, while Jane Hume will exit the shadow ministry....

Financial planning • 28 May 2025

A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal w...

Financial planning • 28 May 2025

Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....

Financial planning • 29 May 2025

Regal Partners is the latest Australian fund manager to explore overseas opportunities, forecasting offshore flows to “grow materially” in 2025....

Funds management • 29 May 2025

A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index....

Financial planning • 29 May 2025

Increased demand for private credit has boosted assets under management at MA Financial, and the firm is viewing an “enormous opportunity” to distribute the funds in the ...

Funds management • 29 May 2025

With an existing range of more than 50 passive ETFs locally, the asset management giant is set to launch its first active ETF for Australian advisers and investors next m...

Funds management • 29 May 2025

With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?...

Financial planning • 29 May 2025

In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to discuss learnings from JP Morga...

Editorial • 29 May 2025

According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider th...

Financial planning • 30 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 1 week ago

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

6 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 days ago

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

4 weeks ago

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

3 weeks 6 days ago