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What are financial advisers telling their clients about retirement income strategies amid the low interest rate, low dividend environment generated by the COVID-19 pandem...

Financial planning • 30 June 2020

From go to woah, the latest Australian Prudential Regulation Authority data has revealed no slackening in demand for hardship early release superannuation....

Superannuation • 30 June 2020

Only 37% of retail investors believe their financial adviser puts their interests first and 25% when it came to institutional investors, according to a survey....

Financial planning • 30 June 2020

The Australian Securities and Investments Commission’s most senior financial planning executives cited advice they had given to the chair of the Financial Adviser Standar...

Financial planning • 30 June 2020

A member of a key Parliamentary Committee has queried whether financial planners are too afraid to challenge the Australian Securities and Investments Commission because ...

Financial planning • 30 June 2020

ASIC has cancelled the Australian financial services licence for MyPlanner Professional Services....

Policy & Regulation • 30 June 2020

The chairman of a key Parliamentary Committee has suggested to the Financial Adviser Standards and Ethics Authority that it should be subject to the oversight of a specif...

Financial planning • 30 June 2020

Jim Minto, current chair of the audit committee, will replace Jillian Broadbent who will be retiring. ...

People & Products • 1 July 2020

Many Australians will be using their tax returns cautiously this year due to the COVID-19 pandemic, according to research from Finder. ...

Financial planning • 1 July 2020

Australian Catholic Super has launched a custom equities strategy to customers in its RetireSmart option, in a mandate with Parametric Portfolio Associates. ...

Superannuation • 1 July 2020

Australian financial professionals are optimistic on their ability to grow their assets under management despite challenging conditions, more so than their global counter...

Funds management • 1 July 2020

Licensees in an agreement with unlicensed product issuers cannot deal in a financial product unless they are issuing, varying, or disposing for the product issuer, accord...

Financial planning • 1 July 2020

The Morrison Government has announced that its improved super system from the new financial year will make it easier for older Australians make voluntary contributions....

Superannuation • 1 July 2020

The restructure has seen a number of redundancies as the superannuation fund looks to expand its education and advice capabilities....

Superannuation • 1 July 2020

AMP Limited has sold AMP Life for $3 billion but will retain a 20% holding in Resolution Life Australia....

Life/Risk • 1 July 2020

Members who have accessed hardship early release superannuation should understand that they may be audited by the Australian Taxation Office to determine whether they wer...

Superannuation • 1 July 2020

The deputy chair of a key Parliamentary committee has pointed to claims that AMP Limited is charging product manufacturers as much as $22,000 to be included on an approve...

Financial planning • 1 July 2020

Gary Dransfield, chief executive, insurance (Australia) is to leave Suncorp, as the firm undergoes a leadership restructure. ...

People & Products • 1 July 2020

Equity Trustees Superannuation has been appointed as superannuation trustee for AMP Life’s superannuation funds and will replace current trustees. ...

Superannuation • 1 July 2020

Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...

Funds management • 1 July 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 14 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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