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Offshoring raises serious concerns about service, data, and job implications and reputation matters more than short-term cost cutting, the Financial Sector Union believes...

Financial planning • 27 November 2019

The latest Australian Prudential Regulation Authority has confirmed an annual industry-wide rate of return from superannuation is just 7.4% . Is that good enough?...

Superannuation • 27 November 2019

Chinese and US tech firms are still a necessary part of the best performing global equity funds, although one fund sold off their Alphabet stock....

Funds management • 27 November 2019

The Financial Adviser Standards and Ethics Authority is now on formal notice to answer Senate Estimates questions about the content of Australian Securities and Investmen...

Financial planning • 27 November 2019

The Federal Court of Australia has found that Dover Financial Advisers made false and misleading statements in client protection policy between September, 2015 and March,...

Financial planning • 27 November 2019

Perpetual Limited has acquired Priority Life to strength its knowledge and proposition to established wealthy business owners, and medical specialists....

Financial planning • 27 November 2019

Peter Jianchao Xu has been banned by the Australian Securities and Investments Commission for failing to comply with best interests duty....

Policy & Regulation • 27 November 2019

The bank’s 2019 AGM will not include the grant of equity to chief executive Brian Hartzer and the re-election of Ewen Crouch as a director....

Financial planning • 28 November 2019

The Financial Planning Association has launched FPA Community, for the 14,000 membership to connect online....

Financial planning • 28 November 2019

Money Management is seeking to gauge adviser attitudes to the Financial Adviser Standards and Ethics Authority in the wake of the recent controversy around the code of et...

Financial planning • 28 November 2019

Industry submissions to the Financial Adviser Standards and Ethics Authority were calling for a 12-month adviser code exemption just a week before the Australian Securiti...

Financial planning • 28 November 2019

The Financial Planning Association is canvassing what the industry might look like over the next half-decade including whether a new licensing regime may evolve....

Financial planning • 28 November 2019

Westpac has announced it will provide a share purchase plan withdrawal option for SPP applicants who applied for the plan prior to the AUSTRAC announcement made earlier t...

Financial planning • 28 November 2019

Colonial Mutual Life Assurance Society, trading as CommInsure, has been convicted of 87 counts of life insurance hawking after pleading guilty last week....

Financial planning • 28 November 2019

The Australian Securities and Investments Commission has foreshadowed court action in the wake of a review of fee disclosure statements and renewal notices which uncovere...

Financial planning • 28 November 2019

Westpac has announced the appointment of a board financial crime committee and Promontory Financial Group to undertake financial crime program review and external account...

Financial planning • 28 November 2019

As China and Europe tackles fiscal stimulus in the future, there is merit in pursuing opportunities there, according to Antipodes....

Funds management • 29 November 2019

Australian investors remain underexposed to China and should reconsider their allocations to be more than zero, according to VanEck....

Funds management • 29 November 2019

Emerging market bonds lead the way in the global bond sector for the last year....

Funds management • 29 November 2019

In the wake of its money-laundering scandal, most funds that had a high allocation towards the bank managed to recover losses indicating the resilience of big banks....

Funds management • 29 November 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...

1 week 3 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...

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So we are now underwriting criminal scams?...

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

1 week 5 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 4 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 ...

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