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As the major licensees compete to attract advice businesses and individual advisers, the Australian Securities and Investments Commission’s new approach to reference-chec...

Financial planning • 8 March 2021

Elfreda Jonker has been appointed as client portfolio manager to its Sydney-based team....

People & Products • 8 March 2021

Michael Downey will replace Russell Hannah as general manager of retail distribution partnerships....

People & Products • 8 March 2021

The course will run until the end of March 2021 which will offer advisers training in estate planning for clients....

People & Products • 9 March 2021

Australian investors tend to have a concentrated domestic exposure to biotechnology but may be missing the growth and diversification offered overseas, according to ETF S...

Funds management • 9 March 2021

BT Funds Management has revealed to a Parliamentary Committee what it is extracting in administration and investment management fees from BT Super accounts....

Superannuation • 9 March 2021

Along with a benchmark test, the superannuation performance test should also have an independent assessment by a panel of industry experiences, the chairs of major super ...

Superannuation • 9 March 2021

The increased volume of reports generated from upcoming changes to the Australian Securities and Investments Commissions new breach reporting regime runs the risk of over...

Financial planning • 9 March 2021

AMP Capital has entered into an agreement which will see the sale of Global Companies capability to Canadian-based firm, Fiera Capital....

Funds management • 9 March 2021

Phelim O’Neill has been appointed as distribution director to its Sydney office, responsible for relationships across the adviser, family office and wholesale channels in...

People & Products • 10 March 2021

The return to strong dividends in 2021, though lower than pre-pandemic, will be helpful for philanthropic investors who rely on them to meet charitable commitments. ...

Financial planning • 10 March 2021

Almost 31% of Australian mortgages are in arrears, with SA and Queensland the worst hit states, according to a survey from Finder. ...

Financial planning • 10 March 2021

Emotional investing costs investors around 3% in lost returns a year over the long-term, according to Oxford Risk. ...

Financial planning • 10 March 2021

Blockchain will support the changing landscape and provide confidence in data security, according to Wealth Within, and one particular stock is up over 1000% in the past ...

Funds management • 10 March 2021

The Your Future Your Super reforms shift a reference portfolio from “being usefully operational to being detrimentally behavioural”, the Thinking Ahead Institute believes...

Superannuation • 10 March 2021

The Association of Financial Advisers has urged members to directly lobby the Federal Treasurer, Josh Frydenberg if they want ASIC’s proposed levy increase reduced....

Policy & Regulation • 10 March 2021

While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....

Financial planning • 10 March 2021

The Financial Planning Association has warned that without a scaled approach by the Australian Securities and Investment Commission small financial planning practices cou...

Financial planning • 10 March 2021

Challenger has appointed Angela Murphy as the chief executive of its Life business....

People & Products • 10 March 2021

Big insurer, TAL has been found guilty in the Federal Court of breaching its duty of utmost good faith under the Insurance Contracts Act with respect to an income protect...

Life/Risk • 10 March 2021
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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