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The Government has rejected a Senate amendment throwing the status of legislation extending the Financial Adviser Standards and Ethics Authority exam time-table into limb...

Financial planning • 15 June 2020

Managed Investment Schemes have been found wonting over the accuracy of their advertising by the Australian Securities and Investments Commission....

Funds management • 15 June 2020

Research from the Financial Services Council shows 70% of New Zealanders are unprepared for retirement and there was a strong link to money and well-being. ...

Financial planning • 16 June 2020

The threat of sequencing risk is “diabolical” for retirees and pre-retirees and leaving them in danger when there is a market collapse, according to Cor Capital. ...

Superannuation • 16 June 2020

Australian asset managers’ total real estate assets under management hit $316 billion in 2019, according to a survey. ...

Funds management • 16 June 2020

The top client issue dealt with by advisers in May was concessional super contributions, compared to April when early access to super dominated clients’ questions, accord...

Financial planning • 16 June 2020

The best performing global equity funds during the COVID-19 pandemic were those that held companies that benefitted from the rapid expansion of digitisation....

Funds management • 16 June 2020

The Financial Planning Association’s proposals for adviser registration to replace licensee authorisations has caused consternation among some licensees, but the FPA has ...

Financial planning • 16 June 2020

Big, highly-exposed superannuation funds continue to make the bulk of hardship, early release superannuation payments....

Superannuation • 16 June 2020

Building workers have been told they will have to specifically opt-out if they don’t want Cbus to give their details to union officials and delegates to help chase unpaid...

Superannuation • 16 June 2020

Bell Asset Management has entered into strategic partnership with Swiss private bank, Union Bancaire Privee, to expand its offering to investors across Australia, Asia an...

Funds management • 17 June 2020

Fidelity International has launched its latest sustainable fund, focusing on water and waste management, in response to client demand. ...

Funds management • 17 June 2020

The US and China are not only at risk of a trade war, but more likely a technology war, according to RWC Partners. ...

Funds management • 17 June 2020

Maple-Brown Abbott Global Listed Infrastructure has appointed an ESG analyst and senior research analyst. ...

People & Products • 17 June 2020

While Joe Biden is rising in the polls to take over from President Donald Trump in November 2020, his election would be unlikely to calm the tensions in the US/China trad...

Funds management • 17 June 2020

As many as one-in-six small-to-medium sized enterprises could close as a result of the economic downturn during the COVID-19 pandemic, according to the Ruthven Institute....

Financial planning • 17 June 2020

Financial services, government, and energy were the top industries that sought mental health and wellbeing training sessions over the last three months with 80% for finan...

Financial planning • 17 June 2020

Asset managers are most concerned about managing rising costs and driving bottom line performance, according to the Northern Trust’s survey....

Funds management • 17 June 2020

Financial advice clients who miss out on being compensated via class actions should not have their rights extinguished and should be allowed to pursue other compensation ...

Financial planning • 17 June 2020

Adviser morale and advice business valuations are taking a hammering as uncertainty continues to surround extending the Financial Adviser Standards and Ethics Authority e...

Financial planning • 17 June 2020
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 day 20 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 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...

1 month ago

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

4 weeks ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

4 days 14 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 6 days ago