The FPA’s national roadshow on retirement planning and best interest duty attracted almost 3000 registrations, with two shows remaining. ...
Advised retail policies have found to be cheaper than their direct policy counterparts across genders and different ages, research revealed....
The bitter taste of the GFC, and a strong equities market, have meant Australian investors remain cautious about hedge funds, Malavika Santhebennur reports....
Collecting advice clients’ data for analysis and aggregation in order to tailor advice comes with pitfalls, as privacy laws may hinder the extent to which that data can b...
PPB Advisory denied it intended to deregister Trio Capital or Astarra Strategic fund, and said claims by Victims of Financial Fraud were “factually incorrect”....
Boutique fund managers seemed to have clawed back after a post-GFC slowdown, outdoing non-boutique funds and indices over the past 20 years....
The move by liquidator PPB Advisory to de-register a managed investment scheme Trio Capital invested in has been labelled “disastrous” by the Victims of Financial Fraud. ...
Queensland industry fund QSuper launched an online financial advice tool, and an online dashboard, indicating a shift into financial advice....
SuperRatings numbers show responsible investments in sustainable super funds remain competitive with mainstream options. ...
The financial advice industry will attract more customers through digital innovation but the role of the adviser will not diminish, Deloitte said....
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...