NEWS

PIMCO has appointed Samuel Watkins as executive vice president, head of business, Australia and New Zealand. ...

Former chief executive of the Financial Planning Association of Australia, Dante De Gori, has taken up a new position. ...

The Association of Financial Advisers has outlined the key levers it will be targeting to reduce regulatory uncertainty in its submission to the Quality of Advice Review....

Comprehensive advice offerings in superannuation funds have seen a steady decline over the last few years in favour of referral process while scaled advice has stayed fai...

It is important to consider geopolitics within ESG but fund managers should be wary of letting their views be too swayed by politics, according to Stewart Investors, Davi...

Lifespan Financial Planning has penned an open letter to Prime Minister Scott Morrison and Opposition leader Anthony Albanese, setting out four key issues it would like t...

David Evans, founder of Evans & Partners, will step down as executive chairman later this year but will contribute to the firm’s strategic direction as non-executive chai...

GQG has seen funds under management fall in April, falling from US$92.9 billion (AU$130.4 billion) to US$90.4 billion over the month....

The merger between superannuation funds Hostplus and Statewide Super has caused a busy week for adviser movements with only a net of five advisers leaving the industry th...

RI Advice may have avoided a penalty for its breach of cybersecurity risks but future breaches could incur a penalty as high as $525 million, according to the regulator....

The financial threshold test should be removed, according to Super Consumers Australia and a leading consumer advocacy lawyer, as measuring net worth is an unreliable ind...

Advice practices using managed accounts are achieving significant profit gains compared to their non-using peers, according to research from Praemium....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 4 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 5 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 3 days ago