A former financial adviser has developed a new tool for quicker and easier production of Statements of Advice using data optimisation, enabling advisers to see more clien...
Vanguard has forecast the probability of recession in major developed markets over the next 12 months, with one region having a 50% chance....
Regulation of crypto assets should be consistent with non-crypto versions, according to the Financial Planning Association of Australia, in order to protect consumers fro...
The opportunities in markets are less “mouth-watering” than people expect, according to Platinum, which is leading its flagship International fund to hold almost a quarte...
Insight Investment has described how retail investors and their advisers can help to smooth returns and maximise certainty in an uncertain market environment....
Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...
Magellan has terminated its retirement income-focused FuturePay strategy, effective from 20 July, just over a year after launching it....
Twitter’s actions in holding Elon Musk to account “cannot be faulted”, according to Forager, which holds exposure to the stock in its International Shares fund....
The level of value consumers place on different areas of advice has been laid out in a university study, indicating a disconnect between advisers’ and consumers’ percepti...
The Financial Services Council has developed a ‘proposed personal advice framework’ where all advice is termed ‘personal advice’, Letters of Advice are introduced and the...


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...