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Knowledge Centre • 5 November 2020

Save time and grow your client base with ETF Model Portfolios. Low-cost, multi asset-class solutions designed to meet different client objectives. Learn More....

Knowledge Centre • 5 November 2020

AMP advisers have been notified that the company is ceasing offering paraplanning and recruitment services because it will be outsourcing to external parties....

Financial planning • 5 November 2020

In the first criminal prosecution for offending of this kind, Mark Kawecki has been convicted and fined $30,000 for dishonest conduct relating to artificially satisfying ...

Policy & Regulation • 5 November 2020

Less than a quarter of Australians expect indices to increase in value over the next 12 months but this remains higher than the global average. ...

Funds management • 6 November 2020

While the major banks have been resilient and avoided a worst-case scenario by holding strong balance sheets during the economic downturn, they still have “a big job” ahe...

Funds management • 6 November 2020

Kristen Le Mesurier will be the new head of environmental, social and corporate governance and engagement for the asset manager....

People & Products • 6 November 2020

AMP has closed its three exchange traded funds that the firm said had not achieved sufficient scale since inception, with the three totalling $55 million after four years...

Funds management • 6 November 2020

The fund will invest in a diversified portfolio of liquid and illiquid asset classes and its initial offering will be from 16 November to 4 December. ...

Funds management • 6 November 2020

Holding a low weight to financial stocks is the common denominator between those Australian equity funds which have reported double-digit gains over the past year. ...

Funds management • 6 November 2020

A new legislative instrument registered by the Tax Practitioners Board will allow BAS agents to provide an expanded range of services in relation to the superannuation gu...

Policy & Regulation • 6 November 2020

Grosvenor Capital Management will continue doing what they’re doing in terms of tax policy and investments regardless of who wins the US presidential election. ...

Funds management • 6 November 2020

Ord Minnett, which exited IOOF in 2019, has announced it has entered into an agreement to acquire 100% of wealth management firm E.L&C. Baillieu ...

Financial planning • 6 November 2020

Having moved to outsource paraplanning and expanded its life/risk approved product list, AMP is flagging a significant advice strategy update next week. ...

Financial planning • 6 November 2020

The Financial Adviser Standards and Ethics Authority has been accused of simply complicating matters rather than bringing greater clarity to its financial adviser code of...

Financial planning • 6 November 2020

With AMP Financial Planning’s ongoing loss of advisers, its lead over the second largest financial planning group by adviser numbers has dropped to 70 from over 200 advis...

Financial planning • 6 November 2020

Kathryn McKenzie has been appointed as an independent, non-executive director to the AMP Limited board....

People & Products • 6 November 2020

Warren Acworth has been charged with offenses relating to false or misleading statements and fraud after an investigation by the corporate regulator....

Financial planning • 6 November 2020

The firm’s profit hit was notably due to credit and other impairment charges of $447 million as a result of the COVID-19 pandemic....

Funds management • 6 November 2020

OneVue has formally transitioned to Iress and de-listed from the Australian Securities Exchange with founder Connie Mckeage stepping back to a consultancy position....

Financial planning • 6 November 2020
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MARKET INSIGHTS

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

2 weeks 1 day ago

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

3 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 3 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week ago