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While the amount of exchange traded fund offerings has exceeded 200 there are still gaps for more offerings, according to ETF Securities....

Funds management • 29 November 2019

The four recommendations being legislated relate to mortgage brokers, consumer protection, and insurance contracts....

Policy & Regulation • 29 November 2019

Westpac has decided it will not offshore 16 personal banking service centre jobs to Manila....

Financial planning • 29 November 2019

Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...

Financial planning • 29 November 2019

A Money Management survey has revealed a significant vote of no confidence in the Financial Adviser Standards and Ethics Authority and a desire for ministerial interventi...

Financial planning • 29 November 2019

Intra-fund advice fees will be rolled up into administration fees and costs and the Australian Securities and Investments Commission has foreshadowed moving on fees and c...

Policy & Regulation • 29 November 2019

South Australian adviser Wendy Chapman has been banned for five years, while Queensland adviser Nina Williams has received a one-year ban....

Financial planning • 29 November 2019

The Australian Financial Complaints Authority has said it will take the Financial Adviser Standards and Ethics Authority code of ethics into account in making its determi...

Financial planning • 29 November 2019

With interest rates at record lows, finding income while managing risk is a challenge. The Schroder Absolute Return Income (Managed Fund) (PAYS) can help....

Knowledge Centre • 1 December 2019

Recession in 2020, or will the U.S. consumer power through?...

Knowledge Centre • 1 December 2019

The Australian Securities and Investment Commission’s attempt to improve RG 97 will fail to provide a single measure that incorporates the effect of fees and costs, accor...

Superannuation • 2 December 2019

Australian Foundation Investment Company has reduced the number of its total holdings from 85 to 71, selling out of Perpetual and AMP due to ‘sustainable competitive adva...

Funds management • 2 December 2019

Naked pricing will shift the margin from products and commission to the adviser and shared equity licensee, and will reorganise the value chain, according to WealthO2....

Financial planning • 2 December 2019

Advisers are deeply suspicious of the board of the Financial Adviser Standards and Ethics Authority and nominate the reasons for that distrust as being perceptions of con...

Financial planning • 2 December 2019

In the aftermath of the Australian Financial Complaints Authority outlining its approach to the Financial Adviser Standards and Ethics Authority code of ethics, questions...

Financial planning • 2 December 2019

Announced a month ago, the acquisition is now completed with AdviserLogic chief executive Daniel Gara staying in his role....

Financial planning • 2 December 2019

A draft of the Relevant Providers Degrees, Qualifications and Courses Standard 2019 Legislative Instrument and Explanatory Statement has been released for public consulta...

Financial planning • 2 December 2019

MyState Limited has announced that its wealth business, Tasmanian Perpetual Trustees Limited, will be rebranded to TPT Wealth Limited....

Financial planning • 2 December 2019

The Australian Prudential Regulation Authority has intervened in the disability income insurance market imposing capital requirements on insurers....

Life/Risk • 2 December 2019

The Australian exchange traded fund market has grown to accommodate growing investor demand for international exposure in a bid to have more diversification....

Funds management • 3 December 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 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...

2 weeks 3 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 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 ...

2 weeks 2 days ago