Over the next three years, a majority of investors believe environmental, social and governance funds will outperform, according to a survey from bfinance....
The use of technology has been a benefit to advisers during COVID-19 lockdowns and restrictions, and advisers need to fully embrace how it can be used to streamline all o...
The recommendations of a report from Senator Andrew Bragg, backed by the Financial and Technology Centre Advisory Group, says the Federal Government needs to incentivise ...
The ethical investment firm has expanded its adviser sales, distribution and investment teams....
The loss of funding for regulatory bodies from the big institutions will still need to be covered by those left in the industry, as the corporate regulator relies on cost...
Similar to a controversial scheme from AustralianSuper, LaTrobe Financial is now offering the incentive of Qantas frequent flyer points. ...
Revolution Asset Management has appointed Steve Sutinen as portfolio manager and Lucie Bielczykova as associate portfolio manager to its private debt funds. ...
Scaled advice may reduce the cost of advice, but in the case of life/risk insurance, it may not adequately cover the best interests duty for the client....
Warwick Angus has been appointed to the newly-created role of head of corporate development and market infrastructure....
The self-managed super technology platform has acquired the documentation services which will be completed by the beginning of next month....
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
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. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...