It will be made available as part of the firm’s investment research and analytics software, FE Analytics, in time for the deadline on 5 October, 2021....
Equity investors will face another good year but they should pay close attention to valuation as the prospect of rising inflation remains a threat....
As most mortgage holders are required to resume repayments and JobKeeper comes to an end, the number of ‘at risk’ mortgage borrowers will rise, according to Roy Morgan....
TAL is acknowledging the Australian Securities and Investments Commission’s pursuit of charges against in the Federal Court but pointing out that the regulator did not wi...
Most Financial Planning Association student members coming through are women, who are likely to reshape industry demographics as existing advisers leave the industry. ...
Financial advisers may be unhappy with the increased Australian Securities and Investments Commission levy but their invoices are arriving nonetheless. ...
Salaried advisers may have fewer administrative headaches when compared to their self-employed counterparts but, ultimately, they do not legally own their clients. ...
The IFAA Group would be the administrator from 1 May, 2021, and was chosen due to its client focus, and technology capabilities. ...
Frontier has re-rated some its managers when they have come up short of its expectations which will mean a loss of funds from either existing clients reallocating or pote...
Assets in environmental, social and governance exchange traded funds have risen by 96% since 2019 with internationally-focused ones reporting the best performance....
Midwinter’s AdviceOS has now been integrated with life insurance data from Omnium. ...
Inflation is likely to increase in the short-term but this will not be lasting given high unemployment and the ongoing slack in the economy on the services side....
The majority has been driven by positive stockmarket performance in the last six months of 2020 with less than half of the $15.4 billion increase in funds under managemen...
The asset manager is looking to focus on the superannuation sector and the top end of private wealth as it targets the Australian market....
BetaShares and VanEck have both launched climate changed-focused exchange traded funds in the last month, into a market that lacks impact-focused funds. ...
The Finance Sector Union has spoken out against the new enterprise agreement which they say will further erode basic entitlements for the bank’s employees. ...
The introduction of MySuper has led to firms needing to offer cost-effective products which could put firms off entering the country, according to Federated Hermes. ...
Although this week saw another significant drop in adviser numbers, the analysis has additionally found that the majority of advisers who pass the FASEA exams fail to rep...
IOOF is subjecting advisers under its licenses to additional lookback scrutiny to give it confidence it has covered off all the issues. ...
More than a year after it began, APRA has ended its investigation into AUSTRAC’s anti-money laundering allegations against Westpac without result. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...