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A dramatic spike in compliance action from tax agents has followed changes to the composition to the Tax Practitioners Board....

Financial planning • 23 October 2019

Global fund managers are becoming more defensive in their asset allocation, according to Bank of America Merrill Lynch, as they adjust to the geopolitical environment. ...

Funds management • 23 October 2019

Advisers receiving Adviser Service Fees via Colonial First State’s superannuation funds are facing an early cut-off unless clients specifically opt in....

Financial planning • 23 October 2019

The Financial Adviser Standards and Ethics Authority bypassed adviser group consultation before releasing its code of ethics guidance and is now offering a November consu...

Financial planning • 23 October 2019

Using life insurance APLs at institutionally-aligned advice licensees has the potential to breach best interests duty and most continue to funnel new clients into in-hous...

Life/Risk • 23 October 2019

Westpac has announced another $341 million in provisioning for customer remediation programs....

Policy & Regulation • 23 October 2019

The Sydney-based firm’s Australian financial services licence has been suspended until 23 September, 2020....

Policy & Regulation • 24 October 2019

Investors who hold Pengana Private Equity Trust units will be offered loyalty benefit program....

Funds management • 24 October 2019

Investors with UK assets need to act to ‘election-proof’ their portfolios in case the UK holds a general election in the near term....

Financial planning • 24 October 2019

AMP has signalled some positives in its release of its third quarter cashflows update....

Funds management • 24 October 2019

US energy stocks look an attractive investment opportunity, according to Allan Gray, as the sector hits 30-year lows. ...

Funds management • 24 October 2019

Money Management and Super Review awarded 12 women and an employer at the annual Women in Financial Services Awards....

News • 24 October 2019

Larissa Baker Cook, who exposed AMP’s fee-for-no-service, is asking for $2.5 million for past and future economic loss....

Financial planning • 24 October 2019

A key parliamentary committee chairman has challenged the Australian Securities and Investments Commission on whether it was trying to scare people with its self-managed ...

Policy & Regulation • 24 October 2019

The runs are on the board over the long haul – global equities exposures have rewarded investors over the past decade....

Guides • 24 October 2019

The Financial Planning Association has pulled off the gloves to accuse the Financial Adviser Standards and Ethics Authority of having failed to deliver on its mandate....

Financial planning • 24 October 2019

The Financial Adviser Standards and Ethics Authority will start its first consultation on the Code of Ethics on 12 November....

Financial planning • 24 October 2019

Former IOOF chairman, George Venardos will depart the board of IOOF at the company’s upcoming annual general meeting....

People & Products • 24 October 2019

Mark Kirkland and Marco Ettorre have been appointed to the retail real estate leadership team, starting January, 2020....

Funds management • 25 October 2019

IOOF's funds under management, advice and administration increased by $4.2 billion in the third quarter of 2019 despite industry-wide impacts....

Funds management • 25 October 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...

1 week 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...

2 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....

1 week 6 days ago

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...

3 weeks 5 days 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 ...

2 weeks 3 days ago