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Intrafund advice must be seen to leave clients better off or it will likely fail best interests, according to the Australian Securities and Investments Commission....

Financial planning • 15 September 2020

Due to the current stay at home restrictions and unavailability of physical locations, Melbourne’s FASEA exam will be held online only....

Financial planning • 15 September 2020

Growth in investment migration has been caused by COVID-19 with Australia being ranked as one of the safest places to do business. ...

Financial planning • 16 September 2020

A rigorous approach to environmental, social, governance analysis will be necessary to manage risks and capitalise on opportunities from green infrastructure, according t...

Funds management • 16 September 2020

In the past three months, Cbus, HESTA and UniSuper have publicly stated their intention to move to net zero emissions by 2050, according to a new report. ...

Superannuation • 16 September 2020

Barely weeks after the new litigation funding licensing regime became law, one of the biggest funders has obtained its Australian Financial Services License. ...

Policy & Regulation • 16 September 2020

The country has fallen behind both developed and emerging market regions when it comes to equity performance....

Funds management • 16 September 2020

Understanding the full implications of the code of ethics and its implementation as well as the best interests duty might be bothering some advisers....

Financial planning • 16 September 2020

Advisers are asking the most questions about JobKeeper rules for both their clients and for their own businesses, according to BT....

Financial planning • 16 September 2020

A major industry superannuation fund has revealed how it brought comprehensive financial advice in-house and outsourced the provision of intrafund advice to Mercer via an...

Financial planning • 16 September 2020

Global financial services house, State Street is working with AUSTRAC after receiving a formal infringement notice over weaknesses in its international funds transfer ins...

Policy & Regulation • 16 September 2020

Bank of America Australian global markets chief operating officer, Rhys Cahill, has been appointed general manager – business at Talaria Capital....

People & Products • 16 September 2020

Strong listed share market returns were the main drivers of growth fund performance during August with Australian shares returning 3% and international shares returning 5...

Superannuation • 16 September 2020

The possible geopolitical ramifications of the upcoming US election should not be underestimated, according to Eaton Vance. ...

Funds management • 17 September 2020

Despite a pandemic and high unemployment levels, retail sales and residential prices will not follow the doomsday script, according to Quay Global Investors....

Funds management • 17 September 2020

Although the major US tech stock returns have seen an impressive 2020 it is unlikely to be sustainable, according to Bell Asset Management....

Funds management • 17 September 2020

Investors and trustees need to ask fund managers for reporting metrics on specific environmental, social, and governance issues they claim they are solving, according to ...

Funds management • 17 September 2020

Governments and regulators trying to change the past in financial advice have placed its future at serious threat, according to financial planning broker, Paul Tynan....

Financial planning • 17 September 2020

Non-advised clients were more likely to switch their investments to cash or increase cash allocations during the pandemic than advised ones, according to the Australian S...

Financial planning • 17 September 2020

New data has revealed how thousands of superannuation fund members and a few super fund trustees crystallised their losses in a 30-day period of turmoil generated by the ...

Superannuation • 17 September 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...

2 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...

3 weeks 2 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 1 day 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...

3 days 16 hours ago