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Iress Xplan remains dominant despite recent acquisitions which have seen more overseas players enter the advice software market....

Financial planning • 28 April 2021

The major financial planning representative groups have met informally to discuss the direction of policy amid the Australia Securities and Investments Commission’s conti...

Financial planning • 28 April 2021

Administration fees are one of the biggest drains on retirement savings and including them in the test will drive fast improvements to the super savings of over a million...

Superannuation • 28 April 2021

If the Australian Securities and Investments Commission had been tougher on the major banks and AMP over advice failings, small licensees would not be forced into paying ...

Financial planning • 28 April 2021

Suncorp has largely totally exited wealth, selling its superannuation business to LGIA Super which is currently in merger talks with Energy Super....

Superannuation • 28 April 2021

The integration will allow AdviceOS users to pull client data from myprosperity....

People & Products • 28 April 2021

Stochastic modelling offers a number of benefits over traditional tools and methods, including increased confidence in outcomes. Learn about the benefits and options avai...

Knowledge Centre • 28 April 2021

The efforts being made to decarbonise the world are worth trillions in investment opportunities, from renewables to recycling. Check out our new Climate Series....

Knowledge Centre • 28 April 2021

More people are trying to live sustainably. The Franklin Global Equity team discuss innovative solutions to address this trend while also providing attractive growth oppo...

Knowledge Centre • 28 April 2021

The Retirement and Ageing Advisory Panel has been formed with experts across superannuation, aged care and retirement industry....

People & Products • 29 April 2021

Wage inflation, de-carbonisation and localisation are driving structural inflation and investors need to reposition their portfolios accordingly, according to Chester Ass...

Funds management • 29 April 2021

Some of the worst-performing super products have been carved out of the performance test putting consumers at risk of being stapled to a dud fund, according to the Austra...

Superannuation • 29 April 2021

At the same time as the Government looks to put a regulatory framework around the Australian Prudential Regulation Authority super performance tests, a financial adviser ...

Superannuation • 29 April 2021

The Financial Advisers Standards and Ethics Authority says the three-month rule will remain in place as there is no benefit to cramming in more exam attempts....

Financial planning • 29 April 2021

An Australian Financial Complaints Authority review of a lookback complaint resulted in a fee of nearly $30,000....

Financial planning • 29 April 2021

Major retail industry superannuation fund, REST has announced the insourcing of its general advice offering including the provision of phone-based general advice services...

Superannuation • 29 April 2021

The corporate regulator has banned another former authorised representative for misleading clients about MySuper opt-outs....

Policy & Regulation • 29 April 2021

The AMP Capital Dynamic Markets fund, which was recently downgraded by Lonsec, is to close today in light of falling assets under management and poor performance....

Funds management • 29 April 2021

IOOF says it was all planned and expected, but the exit of advisers has dragged on its money flows....

Financial planning • 29 April 2021

The Australian Securities and Investments Commission has changed the financial requirements for some types of Australian financial services licensees by allowing them to ...

Financial planning • 29 April 2021
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 weeks ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 5 days ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

2 weeks 4 days ago