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The Tax Practitioners Board appears to have cut tax (financial) advisers a break by signalling that compliance with the FASEA CPD requirements will satisfy those of the T...

Financial planning • 20 February 2020

OneVue has managed to sell its Sequoia Financial Group stake and is now looking to sell down Madison....

Financial planning • 20 February 2020

2019 was a huge year for the exchange traded fund industry, both globally and in Australia, as fixed income ETFs gained traction among investors, according to the BetaSha...

Funds management • 21 February 2020

After acquiring OnePath last winter, Zurich has settled its senior distribution team for both brands....

People & Products • 21 February 2020

Solid performance from all divisions has seen Bell Financial Group post a strong full-year result....

Funds management • 21 February 2020

As the Australian Securities Exchange launches a new All-Tech index, which technology funds have performed the best over the past year?...

Funds management • 21 February 2020

The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...

Policy & Regulation • 21 February 2020

An Australian healthcare stock has outpaced its peers with returns approaching 700% during 2019 after it was admitted to the ASX 200 in November....

Funds management • 21 February 2020

Anthony Dick has been charged after using clients’ savings to fund his own personal lifestyle expenses....

Financial planning • 21 February 2020

Morgan Stanley is to acquire E*TRADE for US$13 billion, to boost its presence in the wealth management space by bringing over $360 billion in retail client assets....

People & Products • 21 February 2020

Outsider knows that advisers have had to jump through hoops since the Royal Commission, especially the new education requirements....

Outsider • 21 February 2020

Queensland workers are losing out on more than $1.1 billion a year due to the unpaid super, according to the Industry Super Australia....

Superannuation • 21 February 2020

It is well known there are bad apples in financial services and Outsider is always delighted when the appropriate punishment is meted out....

Outsider • 21 February 2020

Tax financial advisers must not follow existing flexible arrangements under the Tax Practitioner Board’s code if the Financial Adviser Standards and Ethics Authority’s eq...

Policy & Regulation • 21 February 2020

Outsider had a good chuckle when he was sedately walking down George St in Sydney and saw a large advertisement covering the side of one of the city’s brand-new trams, ex...

Outsider • 21 February 2020

One Australian long/short fund has returned 87.25% over the last year, according to data from FE Analytics....

Funds management • 21 February 2020

The Shadow Assistant Treasurer and Shadow Minister for Financial Services, Stephen Jones, has slammed the Financial Adviser Standards and Ethics Authority along with the ...

Financial planning • 21 February 2020

Business owners or self-employed individuals in Australia present an opportunity for advisers to engage with customers who may have a greater net-worth and need for finan...

Tools & guides • 21 February 2020

The Financial Adviser Standards and Ethics Authority code of ethics may be in force but no authority is in place to oversee its enforcement and the Australian Securities ...

Financial planning • 21 February 2020

Life insurers need to improve their models and invest in automation if they want to ‘future-proof’ their business, writes Chris Powell....

Expert Analysis • 21 February 2020
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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 2 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 2 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 4 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 3 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 1 day ago