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As financial planners increasingly choose the self-licensed path, Anastasia Santoreneos discusses the perks of being licensed under a dealer group with Citadel Wealth’s f...

Features • 22 March 2019

Anastasia Santoreneos asks whether, as responsible investing proves to be more than just a fad, investors should be opting to divest from troublesome companies or remain ...

Features • 22 March 2019

Oksana Patron writes that while fixed income assets serve as a good portfolio stabiliser, geopolitics and the US/China trade war have rocked the market, with some experts...

Features • 22 March 2019

Outsider wonders where his old mate Brad Cooper will turn up when he finally exits Westpac after well over a decade with the big banking group....

Outsider • 23 March 2019

As the May Federal Election looms ever closer, Outsider notes that the polls are suggesting that it remains pretty much a two-horse race, with one particular horse carryi...

Outsider • 23 March 2019

The scuttlebutt had been in the industry for weeks, but Outsider still noted the element of surprise when Westpac announced that it was largely getting out of personal ad...

Outsider • 23 March 2019

Christian Obrist makes the case for international equities and outlines how investors can get them into their portfolios....

Tools & guides • 24 March 2019

Margo Lydon says positive leadership is key to managing workplace mental health issues in the wake of the financial services Royal Commission....

Expert Analysis • 24 March 2019

Technical and academic portfolio construction doesn’t always suit the real world. Rob Thompson outlines factors advisers can consider to firmly focus their clients’ inves...

Expert Analysis • 24 March 2019

The drivers of Australian fixed income market performance, including its corporate credit sector, are more international than many investors think. Andrew Canobi shares t...

Expert Analysis • 24 March 2019

Replacing insurance cover can be complicated and fraught with risk. Col Fullagar outlines steps advisers can take to navigate conversations with clients around this and e...

Expert Analysis • 24 March 2019

VanEck has listed a new exchange traded fund, the VanEck Vectors MSCI World ex Australia Quality (hedged) ETF....

Funds management • 25 March 2019

Young industry members have come together to create an industry-first event to support young professionals in the industry....

People & Products • 25 March 2019

Linchpin and Endeavour have been placed into liquidation following action by the Australian Securities and Investments Commission. ...

Policy & Regulation • 25 March 2019

A key industry body has launched an online tool to help planners select which fintech solutions will best grow their practices’ profitability and efficiency....

People & Products • 25 March 2019

The Government has accepted a report from the Council of Financial Regulators and the Australian Taxation Office declaring that limited recourse borrowing arrangements ar...

Policy & Regulation • 25 March 2019

The Australian Securities and Investments Commission and the Australian Prudential Regulation Authority have already been identified as major funding winners from next mo...

Policy & Regulation • 25 March 2019

The Federal Government has budgeted to break new ground by shifting financial services criminal prosecutions away from the states and into the jurisdiction of the Federal...

Policy & Regulation • 25 March 2019

Perpetual has announced the opening of the initial public offering for its new Credit Income Trust....

Funds management • 25 March 2019

The Financial Adviser Standards and Ethics Authority has delivered more information on historical degrees at the same time as apportioning two credits for the Financial P...

Financial planning • 25 March 2019
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MARKET INSIGHTS

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

2 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...

3 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

3 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 4 days 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...

6 days 15 hours ago