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The Association of Financial Advisers has directly questioned whether small advice firms are paying more in ASIC levies to pay for the advice misdeeds of banks and other ...

Financial planning • 5 February 2021

GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another 12 were slashed, according to data from HFS Consulting....

Financial planning • 5 February 2021

It has strengthened its leadership team in the Asia Pacific with changes to the Sydney and Hong Kong offices....

People & Products • 5 February 2021

Outsider is old but well remembers playing that game “20 questions” in which you get to ask 20 questions of someone to determine the right answer....

Outsider • 5 February 2021

There have been times when Outsider just wanted to be a fly on the wall – you know the sorts of occasions – Queensland’s Annastasia Palaszczuk seated next to NSW’s Gladys...

Outsider • 5 February 2021

It is not often that Outsider feels a sense of surprise. But the usually unfazed Outsider was left feeling shocked when he attended what must have been one of the first i...

Outsider • 5 February 2021

Jessie Pettigrew shares how financial advisers can best work with their clients to help them navigate the environmental, social and governance investing landscape....

Tools & guides • 5 February 2021

Marco Colantonio explains how trends such as data and logistics are proving positive for the performance of global REITS. ...

Expert Analysis • 5 February 2021

Richard Dinham outlines the five different types of strategies available to advisers to help their clients transition to retirement....

Expert Analysis • 5 February 2021

Money Management is continuing its wealth management series, in which we are speaking to financial planning groups to hear their views on the industry. This month, Money ...

Features • 5 February 2021

Financial advisers looking to include ethical investing into their offering should “just do it”, Jassmyn Goh writes, or they may find clients, especially younger ones, wi...

Features • 5 February 2021

Financial advisers have found the greatest benefit of the pandemic has been clients realising the value of their advice, writes Laura Dew, even if it meant them receiving...

Features • 5 February 2021

Mike Taylor writes that in the aftermath of the Thom Review into the Australian Securities and Investments Commission the Government has the opportunity to impose externa...

Features • 5 February 2021

If the Government seriously wants to make financial advice more affordable then it needs to conduct a thorough review to strip out the layers of regulation which have dri...

Editorial • 5 February 2021

Both licences were cancelled because the firm failed to demonstrate it has the competence and resources to provide financial services and credit activities. ...

Policy & Regulation • 5 February 2021

The Australian Securities and Investments Commission has suspended the Australian financial services licence of Queensland-based financial services provider Investors Exc...

Financial planning • 8 February 2021

The independent consulting firm has launched the new tool to test the risk/reward characteristics of portfolios through its portfolio analytics system GreenVUE....

Financial planning • 8 February 2021

Western Asset is optimistic on Australian fixed income, favouring semi-government bonds despite the reduction in the cash rate as it believes “very easy” monetary conditi...

Funds management • 8 February 2021

The Australian Prudential Regulation Authority has used its 2020 Year in Review to point to the profitability struggles of the life insurance industry....

Life/Risk • 8 February 2021

Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....

Financial planning • 8 February 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”....

3 weeks 6 days 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