Since the launch of ChatGPT in November 2022, the Magnificent 7 companies have accounted for more than half the S&P 500 Index ...

The growth and popularity of broad-based equity market ETFs have paved the way for a burgeoning range of innovative fixed ...

Enhanced research is vital for protecting investors and advisers, but limiting the sector to researchers that are both raters ...

With just a month left before the education standard deadline, Parliament has passed a bill amending an error in the law that would’ve seen advisers who were relying on top-up courses to meet the ...

Morningstar’s Australian arm will start offering paid product ratings, dropping a core business philosophy that separated it from the local market. Starting from June 2026, fund managers or financial ...

Despite ASIC’s action on Shield and First Guardian, lead generation services are still in operation, presenting a danger to the $4.4 trillion superannuation system. Two separate investigations ...

ASIC Commissioner Alan Kirkland believes the regulator moved quickly after it had enough evidence on the misappropriation of investor money in Shield and First Guardian. “We moved relatively quickly ...

Financial advisers and their clients are increasingly demanding customised, bespoke investment solutions as scrutiny of the role of researchers and assets consultants ramps up in the wake of the ...

The regulator has revealed it is investigating other models similar to the Shield and First Guardian master funds. ASIC Commissioner Alan Kirkland told the Professional Planner Researcher Forum that ...

This event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

Virtual Business Partners’ search for a long-term capital partner has concluded with AZ Next Generation Advisory and financial advisory business Invest Blue co-investing in the Australian-owned, ...