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Robo-advice is growing in recognition in Australia, with older Australians providing a key opportunity for robo-advice providers, according to Investment Trends....

Financial planning • 18 April 2018

Royal Commissioner, Kenneth Hayne has cautioned AMP Limited over the possible outcome of evidence suggesting the AMP Board may have been complicit in amending a report pr...

Financial planning • 18 April 2018

The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....

Financial planning • 18 April 2018

The Australian Securities and Investments Commission has permanently banned former GWM Adviser Services adviser, Grant Desmond Taylor, from providing financial services....

Policy & Regulation • 18 April 2018

AMP Limited has been asked why it left clients on under-performing platforms when cheaper and better-performing options were available....

Financial planning • 18 April 2018

The Australian Securities and Investments Commission has banned a former Suncorp financial services adviser for four years....

Financial planning • 18 April 2018

The Australian Securities and Investments Commission has issued a statement specifying that it has been and is still investigating AMP’s conduct with respect to fees for ...

News • 18 April 2018

Senior Commonwealth Bank executive, Marianne Perkovic has faced stern Royal Commission questioning over the timing of Commonwealth Financial Planning’s breach reporting o...

News • 18 April 2018

MFS Investment Management has announced the creation of the MFS Investment Advisory Council....

Funds management • 19 April 2018

Australian banks lead the way in digital readiness, according to the Avoka Digital Sales Report. ...

Financial planning • 19 April 2018

A NSW company director has been given a 12-month suspended sentence for carrying on a financial services business without an AFS licence....

Policy & Regulation • 19 April 2018

The median growth super fund managed to avoid a loss in the March quarter in the face of two straight months of falling share markets, Chant West has said....

Superannuation • 19 April 2018

Treasurer Scott Morrison has hit out against Labor’s “bungled and damaging” franking credits policy again, saying it’ll cost Australian Prudential Regulation Authority-re...

Superannuation • 19 April 2018

The Federal Treasurer, Scott Morrison has raised the prospect of jail time for miscreant financial services executives exposed at the Royal Commission into Misconduct in ...

Financial planning • 19 April 2018

Challenger has reported lower total life sales in the March, driven by a lower Japanese reinsurance quota share....

Financial planning • 19 April 2018

The Commonwealth Bank has conceded it should have acted more promptly in dealing with a breach notice covering orphan clients at Count Financial....

Financial planning • 19 April 2018

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has been told a senior BT planner went unpunished despite giving “poor...

News • 19 April 2018

Despite rising geopolitical tensions and talks of trade war between the US and China, Fidelity’s chief investment officer, Paras Anand, says the economy is still buoyant....

Funds management • 20 April 2018

The Australian real estate investment trust sector underperformed its global peers during the first quarter, according to Principal Global Investors....

Funds management • 20 April 2018

Australian companies performed well in in the areas of social and governance but scored poorly in controversy in the latest Morningstar Sustainability Atlas report. ...

Funds management • 20 April 2018
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 16 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day 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. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago