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AMP Limited’s sale of its insurance business will help it cut loose some uncomfortable legacy issues, but it remains to face into the substantial challenges associated wi...

Editorial • 2 November 2018

Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...

Features • 2 November 2018

A sound portfolio should always have a fairly substantial exposure to Australian fixed income and there is a handful of bond funds which have stood tall over one-, three-...

Features • 2 November 2018

Pablo Berrutti writes that as regulators and companies show increasing focus on climate change, investors cannot afford either financially or ethically to look away from ...

Expert Analysis • 2 November 2018

Despite a change in planners’ sentiment, Oksana Patron finds in the second part of Money Management's Rate the Raters survey that Lonsec remained their favourite research...

Rate the raters • 2 November 2018

The Association of Financial Advisers has indicated its desire for an ‘industry solution’ on code-monitoring as it formally declares its position to the Australian Securi...

Financial planning • 2 November 2018

The Queensland Supreme Court has made ex parte orders regarding the Goldsky Global Access Fund, following an investigation by ASIC in which it was assisted by its America...

Policy & Regulation • 2 November 2018

Popular factor analysis tools might lead investors to dangerous allocation mistakes, according to ERI Scientific Beta....

Funds management • 5 November 2018

The Financial Standards and Ethics Authority isn’t comparing apples with apples, with accountants snubbing the idea of ‘study for study’s sake’, according to AccountantsI...

Financial planning • 5 November 2018

Assistant treasurer Stuart Robert has announced a plan to ensure that death benefits that include insurance proceeds are not subject to tax when rolled over to a new supe...

Superannuation • 5 November 2018

ASFA is encouraging the Government to consider expanding access to the exemption from the contributions work test to individuals with a total superannuation balance under...

Superannuation • 5 November 2018

Westpac Banking Group has managed stay in the black despite heavy customer remediation costs, with BT Financial Group weathering much of the difficulty....

Financial planning • 5 November 2018

The Association of Financial Advisers has declared to the Royal Commission that the debate over the removal of grandfathered commissions is now running out of control wit...

Financial planning • 5 November 2018

The firm has delivered cash earnings of $786 million for fiscal 2018, steady on the prior year’s earnings of $782 million....

Financial planning • 5 November 2018

HLB Mann Judd has appointed Michelle Warren to the newly created role of director of financial reporting....

People & Products • 5 November 2018

A Melbourne-based financial services and credit business has been ordered by the Federal Court to pay penalties of just under nine million for multiple breaches of obliga...

Policy & Regulation • 5 November 2018

The Morrison Government has reappointed Australian Prudential Regulation Authority (APRA) chair, Wayne Byres, for five more years and committed $58.7 million of new fundi...

Policy & Regulation • 5 November 2018

While bucketing may reduce the volatility of returns, David Barrett writes that it also may increase the risk of a desired income stream ceasing due to a complete loss of...

Features • 5 November 2018

The Australian Financial Complaints Authority has suggested to the Royal Commission that Australian licensees should be made to emulate the United Kingdom with respect to...

Policy & Regulation • 5 November 2018

The Australian Securities and Investments Commission has openly questioned the value of superannuation funds spending money on advertising their default products and call...

Superannuation • 5 November 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’...

2 days 20 hours ago

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

3 weeks 6 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

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks 1 day ago

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

5 days 14 hours 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 ago