Helping clients identify financial goals and helping them create a plan to achieve them is significantly more likely to alleviate financial stress, Vicki Doyle writes....
Mike Taylor writes that ASIC must deal in the complex realities of insurance claims handling, not the headline-making perceptions....
The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...
Central bank announcements have spurred growth in the global exchange traded product (ETP) industry and pushed the market to a new high of $243 billion. ...
High conviction fund manager, Watermark Funds Management, has hired Platinum Asset Management’s senior investment analyst as the firm’s new portfolio manager. ...
On the back of increased demand for ESG investing, SSGA has launched a ex-tobacco and controversial weapon fund. ...
AMP Capital’s multi-asset fund has exceeded $1 billion in FUM amid increased market volatility. ...
Fixed income and cash ETFs recorded the fastest growth in the sector, while investors turned away from Australian property ETFs, according to Stockspot. ...
The corporate regulators of Australia and Kenya have today announced the signing of a co-operative agreement to promote fintech innovation. ...
Investors were wrongly focusing on short-term interest rates, when they should be eyeing long bond interest rates which affect all asset values, according to Roger Montgo...
The outperformance of industry super funds over the bank-owned ones is driven by culture and investment philosophy, according to Industry Super Australia (ISA)....
Eaton Vance Corp has today announced its acquirement of the business assets of Calvert Investment Management....
Paul Barrett’s AZ NGA has facilitated the acquisition of Queensland planning business, Aspire SRS, by AZ NGA subsidiary, Logiro....
Synchron’s Don Trapnell said he intended to appoint a general manager within two years to enable him to begin his exit strategy process, while the firm also hired a compl...
The Australian Securities and Investments Commission is perceived as diverting funding away from external dispute resolution towards its own regulatory agenda, according ...
The Financial Planning Association has suggested appointing experienced financial planners to FOS panels to help overcome the lack of experience in dealing with planner-s...
Markets were fatigued and lumbered along with little volatility, to the surprise of some experts, in anticipation of the US election, according to Instreet. ...
ASIC was seeking orders to wind up investments and technology companies, Gognos Holdings and Dynamic Agri Tech....
QSuper has worked with the ATO to help pay out a member’s tax savings when they retire and transition to an income account....
The chief ombudsman, Shane Tregellis, has said the Financial Ombudsman Service is never reluctant to call on the expertise of planners to help in dealing with disputes....
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...