AMP back on top as largest licensee

AMP back on top as largest licensee

AMP Group is once again Australia's largest financial advice licensee by adviser number as Insignia waves of Rhombus Advisory.
Dixon Advisory collapse coincided with ASIC’s dark days

Dixon Advisory collapse coincided with ASIC’s dark days

Questions linger but key decisions around the Dixon Advisory collapse coincided with one of the darkest periods ever experienced by ASIC.
ASIC puts super funds on notice over financial reports

ASIC puts super funds on notice over financial reports

ASIC has placed superannuation funds on notice that it will be closely scrutinising the quality and detail of their financial reports.
Stamp with the word Banned written in capitals and red

NSW adviser and practice hit by ASIC double whammy

Yasmine Raso 26 July 2024

Financial Planning

No Comments

A NSW-based adviser has been banned and has had his business’ AFS licence cancelled after failing to act in clients’ best interests.

Advice digital

Aussies’ advice spend to swell as ‘New Australian Dream’ takes shape

Patrick Buncsi 26 July 2024

Financial Planning

No Comments

Australians are predicted to spend more than 25% more on financial advice services within the next five years, as a new wave investors emerge

Finger touches ETF screen

Momentum investing gets ETF twist with Betashares ASX launch

Yasmine Raso 26 July 2024

Funds Management

No Comments

The latest ETF from Betashares to hit the ASX has provided a market-first Australian equities momentum investing strategy. 

Long-term view

Eildon confirms Trilogy due diligence

Mike Taylor 26 July 2024

Property

No Comments

More movement is occurring in the property funds sector, with Eildon Capital confirming Trilogy Funds has been conducting due diligence.

Insignia poaches Woodall from ART to fill superannuation CEO role

Yasmine Raso 25 July 2024

Superannuation

No Comments

Insignia Financial has announced the appointment of former Chief Commercial Officer at ART, Dave Woodall, has its new CEO Superannuation.

Allegations

AIOFP refers Dixon executive Treasury appointment to NACC

Mike Taylor 25 July 2024

Financial Planning

7 Comments

The AIOFP has warned that it intends referring the appointment of a former Dixon Advisory executive to Treasury to the NACC.

Accusing fingers pointing

Bragg maintains Swan should resign as Cbus chair

Mike Taylor 25 July 2024

Superannuation

One Comment

Former Federal Treasurer, Wayne Swan, should resign as chair of Cbus because it conflicts with his presidency of the ALP says Bragg.


INDUSTRY NEWS

25 years of identifying valuation anomalies

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…


Stamp with the word Banned written in capitals and red

NSW adviser and practice hit by ASIC double whammy

Yasmine Raso 26 July 2024

Financial Planning

No Comments

A NSW-based adviser has been banned and has had his business’ AFS licence cancelled after failing to act in clients’ best interests.

Advice digital

Aussies’ advice spend to swell as ‘New Australian Dream’ takes shape

Patrick Buncsi 26 July 2024

Financial Planning

No Comments

Australians are predicted to spend more than 25% more on financial advice services within the next five years, as a new wave investors emerge

Allegations

AIOFP refers Dixon executive Treasury appointment to NACC

Mike Taylor 25 July 2024

Financial Planning

7 Comments

The AIOFP has warned that it intends referring the appointment of a former Dixon Advisory executive to Treasury to the NACC.

Insignia poaches Woodall from ART to fill superannuation CEO role

Yasmine Raso 25 July 2024

Superannuation

No Comments

Insignia Financial has announced the appointment of former Chief Commercial Officer at ART, Dave Woodall, has its new CEO Superannuation.

Accusing fingers pointing

Bragg maintains Swan should resign as Cbus chair

Mike Taylor 25 July 2024

Superannuation

One Comment

Former Federal Treasurer, Wayne Swan, should resign as chair of Cbus because it conflicts with his presidency of the ALP says Bragg.

Man in maze

NALI “shortcomings” still to be addressed: SMSFA

Yasmine Raso 25 July 2024

Superannuation

No Comments

The SMSFA said while the recent amendments to the non-arm’s length income (NALI) Bill are welcome, “shortcomings” still remain to be addressed.

Insider trading ASIC report

Aus equities markets ‘clean’, but ASIC wants more to disrupt insider trading

Patrick Buncsi 25 July 2024

Investment

No Comments

Australia’s equities market is “one the world’s cleanest”, ASIC reports, with the regulator committing to further clamp down on trading misconduct

Bank notes on clothes line

EQT accepts Govt’s philanthropy report, distributes $122m in FY23

Yasmine Raso 24 July 2024

Investment

No Comments

Equity Trustees has welcomed the release of the Productivity Commission’s new report on philanthropy, Future foundations for giving.

Stockmarket board with Pump and Dump written in white

ASIC acts on alleged ‘pump & dump’ scheme

Mike Taylor 24 July 2024

Investment

One Comment

ASIC has signalled how ready it is to crack down on ‘pump & dump’ schemes by launching court action against four people.