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Deputy chief investment officer and CFS Societies Sydney president, Charles Wu, will take on the role....

People & Products • 22 January 2021

The life insurer will virtually continue its FASEA Exam Masterclass through the TAL Risk Academy....

Financial planning • 22 January 2021

The education provider will offer free enrolment into the three versions of the Kaplan Adviser Practice Exam, monthly webinars and individual tutoring....

Financial planning • 22 January 2021

Even with the unemployment rate at a 50-year low, there are not any signs that inflation is accelerating....

Funds management • 22 January 2021

Travel stocks may have rallied from the announcement of the vaccine but Schroders “struggle to understand” how they can be trading at pre-pandemic levels given the contin...

Funds management • 22 January 2021

Removing the term ‘general advice’ and renaming intrafund advice and robo-advice to intrafund information and robo information would help reduce the cost of financial adv...

Financial planning • 22 January 2021

Financial advisers have expressed concern over an industry podcast which has revealed how the pressures generated by the Financial Adviser Standards and Ethics Authority ...

Financial planning • 22 January 2021

There has been a net loss of close to 30 adviser roles, despite the lack of any major market announcements this week. ...

Financial planning • 22 January 2021

Financial advisers need to be trusted and empowered to use their professional judgement in circumstances where many are highly educated and have years of experience, acco...

Financial planning • 22 January 2021

The wealth management firm has made three key senior appoints, as well as adding analysts via its acquisition of E. L. & C. Baillieu....

People & Products • 22 January 2021

John Williams has been appointed by the stock exchange in the newly-created role of deputy chief operating officer. ...

People & Products • 25 January 2021

Members are now able to obtain more insurance cover without the need for underwriting....

Life/Risk • 25 January 2021

The companies that offer the greatest risk for investors in 2021 are the same companies that provided the greatest return for investors in 2020, according to State Street...

Funds management • 25 January 2021

With COVID-19 mostly under control in Australia, retirees are again looking to realise their plans to downsize their principal homes, according to BT....

Financial planning • 25 January 2021

Clime Investment Management is in the process of replacing seven of its separately managed account as it looks to streamline and consolidate arrangements around recent ac...

Financial planning • 25 January 2021

Although salaries were largely expected to be flat in 2021, financial planners with one to five years of experience are expected to be the exception, according to a surve...

Financial planning • 25 January 2021

Superannuation funds negotiating new group insurance arrangements will have to prove and certify that they are in the best interests of members....

Life/Risk • 25 January 2021

There will be attractive stocks at both ends of the price-to-book valuation spectrum in 2021, as some out-of-favour stocks display improving sentiment, according to State...

Funds management • 27 January 2021

Despite being on the other side of the world, Australian equity environmental, social and governance funds with holdings in renewable energy saw a boost after the Democra...

Funds management • 27 January 2021

Now is the best time to get into value investing as we are witnessing one of the greatest dislocations between value and growth, according to Morningstar....

Funds management • 27 January 2021
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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

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks 1 day 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 5 days ago