Colonial First State has hired Anthony Lane from MLC as its group chief risk officer as it continues its senior leadership appointments spree....
Company results this reporting season are indicating inflation is ‘already here’ and investors need to ensure they do not get complacent in assuming it will only be trans...
Building a relationship with clients for the long-term is more important than regulatory change if advisers want to stay in business, according to a panel of advisers. ...
Advisers need to work on better communicating the intangible benefits brought about by advice if they want potential clients to value their service. ...
There is an extra $124 billion sitting in cash in banks since the pandemic and advisers have a job to do to encourage investors to put this back into markets....
The uncertainty around Australia’s COVID-19 policy and the likely date to exit lockdown is likely to prove a “serious headwind” for the Australian economy, according to T...
Perpetual Asset Management Australia has indicated it will launch active exchange traded funds this year, as the firm benefitted from the shift to value investing....
The potential merger of BHP and Woodside’s oil and gas divisions would create Australia’s largest energy manager but a focus on fossil fuels is out of touch with global E...
Failing to ensure clients understand risk profile questionnaires can mean advisers fail the ‘know your client’ obligation and leave them open to a complaint with only a 3...
EC Audit was fined $40,000 while Robert Evett was fined $10,000 for auditing standards breaches of Halifax Investment Services....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
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...