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Just over $18 billion has already been taken from superannuation accounts via the Government’s hardship early release superannuation scheme and the Australian Prudential ...

Superannuation • 7 July 2020

Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser Standards and Ethics Authority regime to better recognis...

Financial planning • 7 July 2020

When entering into a binder agreement both the insurance agents or brokers, and the insurer need to ensure the other party has the appropriate Australian financial servic...

Life/Risk • 8 July 2020

Holding an Australian passport is likely to be welcomed at airports worldwide although the US passport will under scrutiny as a result of travel restrictions imposed by C...

Financial planning • 8 July 2020

Amundi Asset Management has become one of the first asset managers to announce it will use a set of climate ratings developed by global non-profit CPD to measure the glob...

Funds management • 8 July 2020

Sequoia Financial Group has entered into a purchase of assets agreement with Total Cover Australia, via the company’s wholly owned subsidiary InterPrac....

Financial planning • 8 July 2020

Companies’ earnings estimates are “too high” as the long-term impact of COVID-19 on businesses remains unknown, according to Bell Asset Management....

Funds management • 8 July 2020

Major superannuation funds are being asked to explain whether they have needed to provide either liquidity or cash to REST and HostPlus....

Superannuation • 8 July 2020

FE fundinfo’s investment research and portfolio construction tool, FE Analytics, has been integrated into Xplan....

Financial planning • 8 July 2020

Pure relative value investing wins out in the inflation linked bonds sector as strategies that avoid macro-economic effects offer better defensive protection during the C...

Funds management • 8 July 2020

Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....

Financial planning • 8 July 2020

Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising...

Financial planning • 8 July 2020

Current chief executive Mitchell Harris will be replaced by Hanneke Smits from the beginning of October....

People & Products • 8 July 2020

Centuria Capital Group has declared its full $174 million takeover offer for New Zealand-based Augusta Capital unconditional....

Funds management • 9 July 2020

Commonwealth Bank and ANZ are “the worst” offenders with each lending to projects with emissions equivalent to nearly eight years of Australia’s total greenhouse gas emis...

Funds management • 9 July 2020

According to Willis Towers Watson, private equity companies have structural advantages that allow them to navigate crises better....

Funds management • 9 July 2020

The Victorian-based company was banned for misleading the Australian Tax Office after an investigation from the Tax Practitioners Board....

Policy & Regulation • 9 July 2020

With Australian stockmarket performance dominated by the largest firms such as CSL and BHP, some investors are choosing to get a diverse portfolio via an ex-20 fund....

Funds management • 9 July 2020

The benefits of receiving financial advice have been highlighted in a new report which found while over half of unadvised people worried about money daily or weekly, this...

Financial planning • 9 July 2020

Financial advisers may emerge as one of the few winners from the COVID-19 pandemic but they will have to play their cards right, according to new research from KPMG....

Financial planning • 9 July 2020
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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 21 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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