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Investors should make sure to fully utilise the franking credit system particularly as interest rates reach record lows of 0.1%, making it harder to achieve a sustainable...

Funds management • 24 November 2020

The 40% fall in underlying dividends was precipitated by significant cuts in the banking sector, which accounts for around half of all dividends. ...

Funds management • 24 November 2020

Over half of Australians are earning less than they were at the start of the year with Victoria suffering the worst due to the second lockdown....

Financial planning • 24 November 2020

Financial advisers facing a dilemma on whether they should go down a self-licensing path or join another licensee should review all the options and utilise the right obje...

Financial planning • 24 November 2020

Levitas Capital is seeking redress for their losses after the firm’s trustee and administrator allegedly failed to stop fraudulent transactions after a cybersecurity brea...

Policy & Regulation • 24 November 2020

Members of the Australian Securities and Investments Commission’s Consumer Advisory Panel played a role in developing a key consumer Future of Financial Advice submission...

Policy & Regulation • 24 November 2020

The declining relevance of RG146 has seen Kaplan Professional’s Diploma and Advanced Diploma of Financial Planning, as well as financial planning, margin lending, and sup...

Financial planning • 24 November 2020

Employers are uniquely positioned to help their employees find financial wellness through clearly defined benefits, according to MetLife....

Financial planning • 25 November 2020

The incoming Biden administration is expected to be a boost to infrastructure spending, according to 4D Infrastructure, as both parties in the US agree current infrastruc...

Funds management • 25 November 2020

Over the next decade there will a depreciation of the US dollar and this will give more support to Asian asset returns over time, according to J.P. Morgan Asset Managemen...

Funds management • 25 November 2020

The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF...

Financial planning • 25 November 2020

Individuals who have decided to set up their own self-managed super funds are motivated by far more than costs or investment returns, with a desire for control over their...

SMSF • 25 November 2020

The market movement following the announcement of a successful COVID-19 vaccine trial was “a violent rotation” and will not be a one-day event, according to Kardinia Capi...

Funds management • 25 November 2020

Greater access to advice could deliver half a trillion dollars to the Australian economy, while reducing Age Pension spend and increasing incomes, according to research f...

Financial planning • 25 November 2020

A panel has agreed that a hybrid advice model is needed to close the advice gap but the digital side needs to be trusted by the consumer and holding them account to what ...

Financial planning • 25 November 2020

A majority of Godfrey Pembroke advisers have signalled they will be signing up to a new Godfrey Pembroke-branded license under IOOF but around 25% appear to have made alt...

Financial planning • 25 November 2020

Questions are being asked about whether the Australian Securities and Investments Commission has been wrong to treat asset consultants differently to financial advisers i...

Financial planning • 25 November 2020

AMP Capital has made a ‘significant investment’ in the UK’s second-largest port operator within its Infrastructure Debt IV fund. ...

Funds management • 26 November 2020

Julie Williams will succeed Damien Moore as the Institute of Public Accountants president of the board....

People & Products • 26 November 2020

Zurich Investments has announced the launch of its high conviction Global Thematic Focus fund, which will offer Australian advisers and their clients access to a number o...

Funds management • 26 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 11 hours ago