The Federal Court has found company director Sasha Hopkins guilty of operating unregistered managed investment schemes and carrying on a financial services business without holding an AFSL. Hopkins ...

Centrepoint Alliance has announced a service partnership with self-managed superannuation fund (SMSF) solution provider SuperConcepts. This will provide access to SMSF administration solutions to over ...

The Financial Services Council has made multiple recommendations to ASIC regarding exercising its powers around AFSLs and the application process to mitigate the risk of failing companies. In its ...

In the newly created role, he is tasked with leading initiatives to strengthen the firm’s managed accounts offering, particularly in the independent financial adviser (IFA) market. According to ...

As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where Insignia sees MLC going forward. The acquisition was ...

Geared funds are proving to be a popular strategy for wealth accumulation, especially for younger clients with a long time horizon, but they require careful consideration by financial advisers.

UBS Wealth Management believes investors can hold up to 30 per cent of their portfolios in private markets as well as switching cash into fixed income. In the firm’s Year Ahead 2025 outlook, it said ...

BlackRock has rebalanced its model portfolios to trim its fixed income exposure and is now leaning into risk assets. With the tactical rebalance, the asset manager said the decision was supported by ...

Alternative asset manager HMC Capital has set an ambitious growth target of 42 per cent per annum over the next three years to reach $50 billion in assets under management. At the firm’s annual ...

Annual inflation remained at 2.1 per cent in October, the lowest since July 2021, though trimmed mean inflation has risen, indicating persistent underlying pressures, according to the ABS. The monthly ...

Proper recordkeeping has been described as the “mortar between the bricks” of the advice process as the Financial Services and Credit Panel (FSCP) suspends a financial adviser for failures in this ...

Two financial advisers have shared why they opted to specialise in certain client niches when setting up their own business. Research by Adviser Ratings found those financial advisers with a client ...