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Major consultancy EY has predicted both challenges and opportunities in the financial services industry in 2019 with all sectors facing greater regulatory scrutiny and fu...

Policy & Regulation • 14 December 2018

Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...

Financial planning • 14 December 2018

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...

Financial planning • 14 December 2018

The Financial Adviser Standards and Ethics Authority has been urged to give professional associations leadership on continuing professional development with the SMSF Asso...

Financial planning • 14 December 2018

AMP Life has told advisers it will no longer be accepting applications from customers into a standalone version of AMP Elevate from 31 January, next year, in the wake of ...

Life/Risk • 14 December 2018

Adviser Ratings has entered into a commercial arrangement with platform provider Netwealth to provide data and insights on adviser intentions....

Financial planning • 17 December 2018

Industry Super Australia has backed the Australian Labor Party’s move to elevate the status of the superannuation guarantee to be included within the National Employment ...

Superannuation • 17 December 2018

Ophir Asset Management has listed its $440 million high conviction fund on the Australian Securities Exchange as a listed investment fund....

Funds management • 17 December 2018

The Coalition Government is reforming genuine redundancy and early retirement scheme payments as part of its promise to deliver lower taxes....

Policy & Regulation • 17 December 2018

The Financial Adviser Standards and Ethics Authority exam will cost candidates $540 a time, and is of university standard taking 3.5 hours and comprising 70 questions....

Financial planning • 17 December 2018

Advised investors have a significant advantage over their non-advised peers, according to Legg Mason’s 2018 Global Investment Survey. ...

Financial planning • 17 December 2018

The Australian Securities and Investments Commission has signalled its willingness to pursue tough and prolonged litigation in the wake of Friday’s Prime Trust win....

Policy & Regulation • 17 December 2018

Prime Financial Group has appointed a chief financial officer and reappointed its company secretary. ...

People & Products • 17 December 2018

Centrepoint Alliance has appointed Peter Loosmore as chief financial officer as part of its “strategic refresh”....

People & Products • 17 December 2018

The Australian Securities and Investments Commission is seeking court backing to force law firm Clayton Utz to produce documents at the heart of fee for no service allega...

Financial planning • 17 December 2018

Charter Hall Direct has announced the acquisition of two fully leased commercial properties in Hobart....

Funds management • 18 December 2018

Mobile-led financial services business offering, Raiz, has secured a licence to distribute mutual funds in Indonesia....

People & Products • 18 December 2018

Praemium has renewed its contractual agreement with Asgard Capital Management to provide portfolio administration services....

People & Products • 18 December 2018

As technology and the current focus on the financial sector is putting stress on institutions to enhance their capabilities, their risk management functions must also evo...

Financial planning • 18 December 2018

The Association of Financial Advisers has appointed a national chair of AFA Inspire. ...

People & Products • 18 December 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’...

1 day 23 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 5 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 ago

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

4 days 18 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...

1 week 6 days ago