The Royal Commission has pointed to flaws and inconsistencies in the regulatory environment around life insurance, including that there is no penalty capable of being imp...
Whether investors are looking for growth, income, standalone investments or diversification, the broad SMA offering available from Antares, one of the original managed ac...
New research has delivered good news to financial planners – that they are the most trusted source of financial advice, particularly amongst younger generations, but few ...
The Royal Commission has heard of the issues which gave rise to ClearView closing its Direct business including ‘random incentive days’ and trips to Queenstown, New Zeala...
Pengana Capital has announced it is working on plans to launch a global private equity listed investment trust....
Are managed accounts an all-weather option?...
With insurance sales practices proving a focus of the Royal Commission’s current hearings, the Commission has heard of how Freedom sold a disabled man funeral insurance a...
Freedom ended dubious sales practices for four insurance products just days before appearing before the Royal Commission, then failed to disclose this information to the ...
Freedom chief operating officer Craig Orton has admitted to the Royal Commission that aggressive insurance sales practices within his organisation led to poor customer ou...
SuperRatings has expanded its actuarial team by appointing a general manager of consulting and consulting manager. ...
Warakirri Asset Management has continued to expand its distribution team, appointing a head of family office and IFAs. ...
Australian listed property, global listed property and global listed infrastructure have all experienced strong performance and flows over the past few years, according t...
Australian insurers are behind their international counterparts in readiness for new major new accounting standards, a survey by KPMG has shown....
Money Management has looked at the Australian equity sector to see which funds have outperformed the S&P ASX 300 index over the last five years. ...
The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...
The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...
Freedom received 72 cancellation calls a day from customers for its funeral insurance policy over a 13-month period, with 13 per cent of those calls coming during the fir...
Freedom’s retention practices make it “unnecessarily difficult to cancel [insurance] policies” with just 28.5 per cent of customers trying to cancel funeral insurance cov...
The Australian Securities and Investments Commission has approved the Australian Financial Complaints Authority’s Complaint Resolution Scheme Rules. ...
CBA has acknowledged that it was not frank and open in a dispute with the Financial Ombudsman Service, the Royal Commission has been told....
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...