Advisers remain exposed to $135m on Dixon Advisory

Advisers remain exposed to $135m on Dixon Advisory

The FAAA has lamented the fact that, even now, financial advisers remain exposed to funding as much as $135m in Dixon Advisory compensation.
Hartley puts his stamp on Insignia

Hartley puts his stamp on Insignia

Insignia Financial chief executive, Scott Hartley has recruited from his past to plot the future in a significant restructure of the company.
Adviser numbers remain in net outflow

Adviser numbers remain in net outflow

Despite some positive signs, the number of financial advisers in Australia continued to decline last financial year and continue to do so.

Netwealth signals use of AI

Mike Taylor 12 July 2024

Fintech

No Comments

Publicly-listed platform provider, Netwealth, has signalled increasing use of AI on the back of solid FUA growth.

Man holds head in exasperation

AMP’s advice technical service inundated at EOFY

Yasmine Raso 12 July 2024

Financial Planning

No Comments

The latest figures from AMP Advice have revealed an influx of queries were submitted to its adviser technical service, TapIn.

Gold bars and coins

State Street launches low-cost gold fund backed by ANZ Private

Yasmine Raso 12 July 2024

Funds Management

No Comments

SSGA has launched a new low-cost managed fund centred around gold, supported by an inaugural allocation to gold from ANZ Private.

Highly recommended

DNR’s flagship fund lands ‘highly recommended’ rating

Patrick Buncsi 12 July 2024

Funds Management

No Comments

DNR Capital’s Australian equities high conviction portfolio and fund have landed a ratings upgrade from research house Zenith

Hand holding puppet strings

Hartley oversees Insignia restructure and exits

Mike Taylor 11 July 2024

Financial Planning

One Comment

Insignia Financial’s new CEO, Scott Hartley has overseen a significant restructure which sees the exit of three key executives.

overreach

FAAA says proposed DBFO regulations exceed legislation’s intent

Mike Taylor 11 July 2024

Financial Planning

7 Comments

The FAAA has raised serious issues with Treasury seeking clarification of regulations which appear to go beyond legislative intent.

financial product registration rates APIR

Managed Investment Products dominate new registrations

Mike Taylor 11 July 2024

Funds Management

No Comments

Managed Investment Products have represented the major growth area for financial product registrations over 2023/24 according to APIR.


INDUSTRY NEWS

Valuation is one of the key safeguards against investment risk

Financial Newswire Contributor 1 July 2024

Industry News

No Comments

Identifying valuation anomalies can be key to delivering attractive, long-term returns for investors. It’s also key to managing risk by holding…

Staying ahead of the curve – what’s in store for the rest of ‘24?

Financial Newswire Contributor 30 June 2024

Industry News

No Comments

With increased volatility in financial markets and heightened geopolitical tensions, investors may be asking how should I position my portfolio?

Taking the search for alpha opportunities global

Financial Newswire Contributor 30 June 2024

Industry News

No Comments

Optimism about generative artificial intelligence (AI) and earnings resilience have driven US stocks to record highs. While the US market remains an..

Member Satisfaction and The Value of People

Amelia King 5 June 2024

Industry News

No Comments

We’ve suggested before that member experience should be the next metric for measuring superannuation fund (super fund) performance, and recent data…


Man holds head in exasperation

AMP’s advice technical service inundated at EOFY

Yasmine Raso 12 July 2024

Financial Planning

No Comments

The latest figures from AMP Advice have revealed an influx of queries were submitted to its adviser technical service, TapIn.

Hand holding puppet strings

Hartley oversees Insignia restructure and exits

Mike Taylor 11 July 2024

Financial Planning

One Comment

Insignia Financial’s new CEO, Scott Hartley has overseen a significant restructure which sees the exit of three key executives.

overreach

FAAA says proposed DBFO regulations exceed legislation’s intent

Mike Taylor 11 July 2024

Financial Planning

7 Comments

The FAAA has raised serious issues with Treasury seeking clarification of regulations which appear to go beyond legislative intent.

Bank notes on clothes line

Australian super funds target for criminal groups – AUSTRAC

Mike Taylor 10 July 2024

Superannuation

One Comment

While criminal gangs see Australian superannuation funds as an attractive target, AUSTRAC also worries about lawyers and accountants.

Three wise monkeys

Super funds failing on financial abuse

Mike Taylor 8 July 2024

Superannuation

No Comments

The superannuation regulatory regime mitigates against superannuation funds being able to protect members suffering financial abuse.

Arrows point up then down

Jones reduces APRA levy cost to small funds

Mike Taylor 5 July 2024

Superannuation

No Comments

In what represents a breakthrough for small superannuation funds, the Government has acted to reduce their APRA levy costs across 2024/24.

US Federal Reserve

Don’t look to the Fed as a bellwether for policy rate decisions globally: Analyst

Patrick Buncsi 11 July 2024

Funds Management

No Comments

While the US appears to on a verge of a rate cut, global inflation will not decrease sufficiently to encourage other central banks to follow suit

Male figure looks at balance sheet

Institutional investors turn cautious and turn to cash

Staff Writer 11 July 2024

Investment

No Comments

Institutional investors turned cautious in June despite equity markets hitting new highs, according to the State Street Risk Appetite Index.

Trading

BFG spikes on 47% profit outlook

Mike Taylor 11 July 2024

Investment

No Comments

Bell Financial Group generated a spike in its share price after announcing it expects to post a 47% increase in profit before tax.