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The top client issue dealt with by advisers in May was concessional super contributions, compared to April when early access to super dominated clients’ questions, accord...

Financial planning • 16 June 2020

The best performing global equity funds during the COVID-19 pandemic were those that held companies that benefitted from the rapid expansion of digitisation....

Funds management • 16 June 2020

The Financial Planning Association’s proposals for adviser registration to replace licensee authorisations has caused consternation among some licensees, but the FPA has ...

Financial planning • 16 June 2020

Big, highly-exposed superannuation funds continue to make the bulk of hardship, early release superannuation payments....

Superannuation • 16 June 2020

Building workers have been told they will have to specifically opt-out if they don’t want Cbus to give their details to union officials and delegates to help chase unpaid...

Superannuation • 16 June 2020

Bell Asset Management has entered into strategic partnership with Swiss private bank, Union Bancaire Privee, to expand its offering to investors across Australia, Asia an...

Funds management • 17 June 2020

Fidelity International has launched its latest sustainable fund, focusing on water and waste management, in response to client demand. ...

Funds management • 17 June 2020

The US and China are not only at risk of a trade war, but more likely a technology war, according to RWC Partners. ...

Funds management • 17 June 2020

Maple-Brown Abbott Global Listed Infrastructure has appointed an ESG analyst and senior research analyst. ...

People & Products • 17 June 2020

While Joe Biden is rising in the polls to take over from President Donald Trump in November 2020, his election would be unlikely to calm the tensions in the US/China trad...

Funds management • 17 June 2020

As many as one-in-six small-to-medium sized enterprises could close as a result of the economic downturn during the COVID-19 pandemic, according to the Ruthven Institute....

Financial planning • 17 June 2020

Financial services, government, and energy were the top industries that sought mental health and wellbeing training sessions over the last three months with 80% for finan...

Financial planning • 17 June 2020

Asset managers are most concerned about managing rising costs and driving bottom line performance, according to the Northern Trust’s survey....

Funds management • 17 June 2020

Financial advice clients who miss out on being compensated via class actions should not have their rights extinguished and should be allowed to pursue other compensation ...

Financial planning • 17 June 2020

Adviser morale and advice business valuations are taking a hammering as uncertainty continues to surround extending the Financial Adviser Standards and Ethics Authority e...

Financial planning • 17 June 2020

The Government has managed to secure the passage of the Financial Adviser Standards and Ethics Authority exam extension legislation....

Financial planning • 17 June 2020

Impact investing that is focused on specific environmental, social and governance related outcomes, rather than investing solely in ethical companies could become the new...

Funds management • 18 June 2020

The Australian Securities and Investments Commission will be allowed to apply to the courts for fines and disqualification of individuals in relation to AUSTRAC’s proceed...

Financial planning • 18 June 2020

The firm’s revenue had fallen by over 15% in April and May due to the COVID-19 pandemic....

Financial planning • 18 June 2020

Australian active managers need to adapt to changing consumer demands which are driven by a shift to global equities and fee pressures due to the rise of passive investin...

Funds management • 18 June 2020
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

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

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 13 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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