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High profile former adviser, Sam Henderson has been banned from providing financial services for three years....

Financial planning • 24 July 2019

iShares’ Christian Obrist answers ten popular questions investors have about ETFs....

Tools & guides • 24 July 2019

Financial planning firm Eureka Whittaker Macnaught has acquired Parramatta-based financial adviser Warren McHattan....

People & Products • 24 July 2019

Financial advisers may need to help retirees increase their defensive equity allocations to protect capital, according to Vertium Asset Management....

Funds management • 25 July 2019

Bell Asset Management has announced it has hit a key milestone with its Global Small and Mid-Cap offering, Bell Global Companies Fund, reaching a three-year track record....

Funds management • 25 July 2019

The investing landscape will remain uncertain for the rest of 2019, particularly with bond and equity markets sending contradictory signals, according to GSFM and its par...

Funds management • 25 July 2019

Multi-currency functionality has been added to the HUB24 platform, which will give investment managers the capability to include up to ten foreign currencies when impleme...

Funds management • 25 July 2019

STEP Australia has welcomed new guidelines on capital gains tax announced by the Australian Taxation Office as a way to ‘simplify and clarify’ the process of deceased est...

Policy & Regulation • 25 July 2019

The desire for trusted and independent financial advice remains strong among the high net worth individuals, according to a joint study by Crestone Wealth management and ...

Financial planning • 25 July 2019

The New Zealand Financial Services Council has formed a Code of Conduct disciplinary committee to determine sanctions under its self-regulatory regime....

Policy & Regulation • 25 July 2019

Former Financial Services Council policy executive and newly-elected NSW Liberal Senator, Andrew Bragg has pointed to vested interests in the superannuation industry and ...

Superannuation • 25 July 2019

Major accounting body, Chartered Accountants ANZ has argued for accountants to be given the right to give ‘incidental advice’ under a carve-out from the financial advice ...

Financial planning • 25 July 2019

Outsider notes that former Financial Services Council (FSC) policy executive and long-time political aspirant, Senator Andrew Bragg, delivered his maiden speech in the Se...

Outsider • 26 July 2019

Alcentra, one of Europe’s largest and longest-tenured managers of private debt and part of BNY Mellon Investment Management, has closed its capital raise for its European...

Funds management • 26 July 2019

Most financial advisers believe financial advice should be tax deductible for clients, but a significant cohort believe it should not be tax deductible for advice around ...

Features • 26 July 2019

Avenir Capital is backing the Chinese consumer in its Global fund despite it detracting from recent performance....

Funds management • 26 July 2019

The Australian Tax Office is warning taxpayers to look out for people posing as tax agents who aren’t registered with the Tax Practitioners Board....

Policy & Regulation • 26 July 2019

The ‘unpredictability’ of UK Prime Minister Boris Johnson means investors need to be alert for any UK exposure they may hold. ...

Funds management • 26 July 2019

Morphic Asset Management has attained the highest possible A+ score for responsible investing by the United Nations....

Funds management • 26 July 2019

The Australian Securities and Investments Commission has commenced proceedings against ANZ over account and periodic payment fees after it was alleged to have unlawfully ...

Policy & Regulation • 26 July 2019
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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

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

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A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

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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 ...

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