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The exodus of financial planners continues as this week saw a further loss of 35 adviser roles, with AMP Financial Planning seeing again the highest number of departures,...

Financial planning • 20 November 2020

The Australian Securities and Investments Commission retained the services of a special behavioural analysis firm to observe meetings of its leadership team but is claimi...

Policy & Regulation • 20 November 2020

At the same time as the Government is due to release the report of the Retirement Income Review the trade union movement has released its own report claiming that failing...

Superannuation • 20 November 2020

The finding of the Retirement Income Review that superannuation guarantee increases erode increases in real wages seems destined to heat up the debate between the Governm...

Superannuation • 20 November 2020

Financial advisers could be placed at risk of retribution when switching licensees under the reference checking protocols being put forward by the Australian Securities a...

Financial planning • 20 November 2020

As an acknowledgement of the “substantial progress” the bank has made on its remedial action plan to improve its risk management capability, the Australian Prudential Reg...

Financial planning • 20 November 2020

Up to a third of superannuation fund members find themselves ‘confused and overwhelmed’ with respect to insurance inside superannuation and could use the help of a financ...

Superannuation • 20 November 2020

The COVID-19 pandemic, market sell-down and subsequent recession has witnessed a growing community of investors seeking a better balance of risk....

Knowledge Centre • 20 November 2020

AXA Investment Managers’ Michelle Lacey discusses the ‘green lining’ of COVID-19 and why the growth in responsible investing creates a post-pandemic opportunity for advis...

Knowledge Centre • 20 November 2020

The Government’s Retirement Income Review has been welcomed but the industry has differing views on the superannuation guarantee increase and accessing home equity to fun...

Superannuation • 20 November 2020

Investors looking for yield in the broader fixed income market could look to emerging market corporate debt as it offers opportunities with the potential for higher retur...

Funds management • 23 November 2020

Longlead Capital Partners will launch the new strategy to Australian wholesale investors, giving them access to unique business environments in Asia....

Funds management • 23 November 2020

Diversifying among asset classes without proper forecast performance expectations is simply diversifying, rather than avoiding, losses, according to Mason Stevens. ...

Funds management • 23 November 2020

The Association of Independent Retirees has welcomed the Retirement Income Review’s “fact based” assessment of the three pillars, but there is a requirement to get more A...

People & Products • 23 November 2020

Self-managed superannuation funds have become more competitive with Australian Prudential Regulation Authority regulated funds over the past seven years but having a soli...

Superannuation • 23 November 2020

The industry is still a “boy’s club” and it will come at the expense of advice that better suits the needs of female clients....

Financial planning • 23 November 2020

Anthony Wamsteker has been appointed as a non-executive director, while another non-executive director is being forced to step down due to an administrative error....

People & Products • 23 November 2020

The cost of retirement for couples went up 0.3% to $62,083 per year and up 0.5% to $43,901 for singles during the September quarter, according to data....

Superannuation • 23 November 2020

In an unusual move, the Australian Securities and Investments Commission is taking civil action in the Federal Court to force a Gold Coast accountant to abide by an enfor...

Superannuation • 23 November 2020

Australian Unity looks to be amongst the first mutual organisation to leverage the Government’s new mutual capital instruments regime....

Funds management • 23 November 2020
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 6 days ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

2 days 16 hours ago