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CRYPTO
Financial planning
While crypto continues to gain traction among investors globally, improving accessibility for financial advisers is key to helping them serve the demand from younger clie...
Funds management
VanEck’s Bitcoin ETF has amassed $290 million in assets in its first year, but the ETF provider has said financial advisers remain skeptical of the asset. ...
Financial planning
With advisers expressing a reluctance to invest in cryptocurrency, advised clients are tending to have a smaller allocation to the asset than their unadvised peers. ...
Financial planning
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
Financial planning
Three of Australia’s largest financial advice groups have shared their thoughts with Money Management on whether they would include crypto on their approved product lists...
Financial planning
Only 11 per cent of financial advice practices have said they are including crypto products on their approved products lists, according to CoreData....
Financial planning
Thematic ETFs are beginning to gain ground among advisers seeking to enhance portfolio diversification and tap into specific growth themes, according to leading ETF provi...
Financial planning
The decision to convict an NSW individual this week for unlicensed financial advice hinged on the use of disclaimers in a PowerPoint presentation....
Financial planning
A NSW individual has been convicted in Sydney’s District Court for providing unlicensed financial advice to individuals....
Financial planning
An NSW individual has pleaded guilty to one criminal charge of providing unlicensed financial services after promoting crypto investments at national seminars....
Funds management
Five industry commentators have shared their insights on the future of ETFs, including a possible US$1 trillion ETF and more active ETF vehicles. ...
Funds management
The regulator has lost a case against Finder regarding crypto products in the Federal Court, with the comparison site stating that “innovation always moves faster than re...
Financial planning
The US Securities and Exchange Commission may have approved Bitcoin ETFs, but financial advisers in Australia will still face restrictions on advising on them....
Funds management
ASIC has handed over a $53,280 infringement notice to fintech company Bobbob over concerns of potentially misleading some 700 customers to invest $1.6 million in its cryp...
Funds management
According to Investment Trends, almost two million Australians have been exposed to cryptocurrency, with 1.56 million continuing to hold the digital asset....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...