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A claim by Financial Adviser Standards and Ethics Authority chief executive, Stephen Glenfield, that the authority is offering advisers a ‘two-thirds discount for experie...

Financial planning • 3 July 2020

The end of the financial year has brought more changes for licensees which are reflected in their adviser numbers which continued to drop, according to HFS Consulting. ...

Financial planning • 3 July 2020

The change will see 23 paraplanning-related roles be made redundant and another 32 support roles will be affected. ...

Financial planning • 3 July 2020

The penalty is a result of an infringement notice by the Markets Disciplinary Panel for on-market buy-backs of shares....

Policy & Regulation • 3 July 2020

Seek to add stability to your equity allocation with fixed income ETFs that cover the broad market. Find out more. ...

Knowledge Centre • 3 July 2020

MSC Trustees has been appointed as a trustee for Spark Infrastructure’s $1 billion listed notes, replacing Sargon. ...

Funds management • 6 July 2020

Shifting markets bring new opportunities for fixed income investors, particularly in corporate and securitised bonds, according to Eaton Vance. ...

Funds management • 6 July 2020

High net worth individuals looking to leave Hong Kong due to political tensions could bring long-term economic benefits to Australia....

Financial planning • 6 July 2020

The Bell Global Emerging Companies fund has been added to IOOF’s environmental, social and governance model portfolio as client interest grows towards ethical investing....

Funds management • 6 July 2020

New data out of the US suggests that COVID-19 lockdowns have accelerated the take-up of robo-advice....

Financial planning • 6 July 2020

West Australian Liberal Senator, Mathias Cormann is to retire from politics later this year, meaning the financial services industry will lose a minister with a deep unde...

Financial planning • 6 July 2020

Peter Hogan will retire from self-managed superannuation (SMSF) representative body the SMSF Association at the end of September....

People & Products • 6 July 2020

Is it intra-fund advice or isn’t it? Advisers are asking following QSuper’s change of approach on financial advice....

Financial planning • 6 July 2020

Esther Kerr-Smith has been appointed to the role, while Darren Mann will take over her previous role as group executive – finance and strategy....

People & Products • 6 July 2020

The fintech platform acquired by Class has passed more than 500,000 entities on its platform. ...

People & Products • 7 July 2020

Wealth manager JBWere has extended its virtual managed accounts agreement with Praemium for another two years. ...

People & Products • 7 July 2020

The median balanced superannuation fund returned 0.8% in June, leaving super funds to fall shy of a positive return for the financial year, according to SuperRatings. ...

Superannuation • 7 July 2020

Barely a week after completing the acquisition of AMP Life, Resolution Life Australia appears to be scouting other in-force acquisitions....

Life/Risk • 7 July 2020

Just over $18 billion has already been taken from superannuation accounts via the Government’s hardship early release superannuation scheme and the Australian Prudential ...

Superannuation • 7 July 2020

Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser Standards and Ethics Authority regime to better recognis...

Financial planning • 7 July 2020
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 day 7 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 1 hour 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 5 days ago