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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

Russell Investments has promoted its global chief investment strategist to an APAC role which will see him relocate from London to Sydney. ...

Funds management • 30 May 2025

Self-licensing specialist My Dealer Services has argued the only way to improve numbers in the financial advice sector is to further slash red tape, which is preventing a...

Financial planning • 30 May 2025

Attempts to simplify advice documentation are unlikely to succeed unless advisers are confident they can produce shorter documents without fear of regulatory penalisation...

Financial planning • 30 May 2025

BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....

Financial planning • 30 May 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 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 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago