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Some US$1.9 billion in assets went into Japanese equities over the last week but in Australia, no Japanese equity funds have made a return since the start of the year....

Funds management • 4 August 2020

The June quarter has seen global equity funds receive a boost, although the sector average remains negative since the start of the year....

Funds management • 4 August 2020

Advisers are underperforming in three areas in the exam: financial advice regulatory and legal requirements, financial advice construction, and applied ethical and profes...

Financial planning • 4 August 2020

The chair of a key Parliamentary Committee has raised the Australian Securities and Investments Commission’s errors within its controversial SMSF factsheet among errors t...

Policy & Regulation • 4 August 2020

Faced with at least six weeks of Level 4 lockdown, financial advisers in Melbourne need regulatory relief around opt-in and other key client interactions....

Financial planning • 4 August 2020

The Financial Services Council is pushing a scaled advice model to help offset the exodus of advisers....

Financial planning • 4 August 2020

Current AMP Capital Real Estate COO Kylie O’Connor has been promoted to head of real estate....

People & Products • 4 August 2020

Former financial adviser and director of CFS Private Wealth, Graeme Miller, was sentenced to six years’ imprisonment for dishonest conduct. ...

Financial planning • 4 August 2020

The loans outstanding, which are cumulatively worth $274 billion, have been granted temporary repayment deferrals by deposit -taking institutions. ...

Financial planning • 5 August 2020

The second lockdown in Melbourne could see the Reserve Bank of Australia needing to cut rates further, after holding at 0.25% yesterday for the fifth consecutive month....

Financial planning • 5 August 2020

It will transition to computer-based testing for all three levels of the CFA program in 2021 with the transition already beginning for Level 1....

Financial planning • 5 August 2020

The second lockdown in Melbourne could see the Reserve Bank of Australia needing to cut rates further, after holding at 0.25% yesterday for the fifth consecutive month....

Financial planning • 5 August 2020

Financial adviser social network, XY Adviser, is launching its first equity crowd fund to allow members to own a piece of the firm. ...

People & Products • 5 August 2020

Wealth Today’s parent company, ASX-listed WT Financial Group, sees potential for further improvement on costs side upon completion its exit of surplus office space progra...

Financial planning • 5 August 2020

New data has revealed the degree to which Self-Managed Superannuation Funds are facing a decade of struggle as the COVID-19 pandemic and associated measures undercuts the...

Superannuation • 5 August 2020

The Financial Planning Association has launched its 2020 awards with a new category recognising technology and the use of digital delivery....

Financial planning • 5 August 2020

A more than $1 trillion impact on superannuation assets is being forecast over the next 10 years as industry superannuation funds warn the Government against further exte...

Superannuation • 5 August 2020

The Australian Securities and Investments Commission has broken new ground by successfully pursuing a criminal conviction against Pershing Securities over client money of...

Policy & Regulation • 5 August 2020

Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....

People & Products • 5 August 2020

With many fixed income options yielding less than 0%, core alternatives can provide stable income with a low correlation to equities, writes Pulkit Sharma and Jason DeSen...

Tools & guides • 5 August 2020
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MARKET INSIGHTS

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

3 weeks 3 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

So we are now underwriting criminal scams?...

7 months ago

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

3 weeks 5 days 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 4 days ago

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

2 days 8 hours ago