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The further consolidation of institutionally-held platforms combined with the emergence of new models will dominate the platform providers market in 2021, according to Ad...

Financial planning • 20 May 2021

The Federal Opposition is promising a tough fight around the Government’s Your Future, Your Super legislation arguing that it represents a threat to Australia’s superannu...

Superannuation • 20 May 2021

Choice superannuation funds have been placed on notice that unless they look to their fees and investment performance they are at risk of being painted red on the heatmap...

Superannuation • 20 May 2021

The Australian Prudential Regulation Authority has raised eyebrows by revealing the degree to which it wants to influence which funds merge with which. ...

Superannuation • 20 May 2021

The Government and Treasury should seek to avoid repeating the FASEA mistakes by using the establishment of a Single Disciplinary Body to reduce regulatory costs. ...

Financial planning • 20 May 2021

The corporate regulator has commenced civil penalty proceedings against the company for breaching the prohibition against conflicted remuneration and failing to provide a...

Financial planning • 20 May 2021

Former van Eyk Research chief executive, Mark Peter Thomas, has been charged with four counts of dishonestly using his position as a director or officer of a company with...

Financial planning • 20 May 2021

Praemium’s chief executive, Michael Ohanessian, will step down from the role effective immediately after almost a decade. ...

People & Products • 20 May 2021

There are three areas of ‘megatrends’, according to Insync Funds Management, where the firm is finding opportunities for the long-term....

Funds management • 21 May 2021

While oil prices are up 30%, the returns for Australian oil producers have been muted since the start of the year as the impact of the COVID-19 pandemic has reduced deman...

Funds management • 21 May 2021

The deviation between value and growth is at a similar size to the height of the dotcom boom, according to Vanguard, and value could outperform by seven percentage points...

Funds management • 21 May 2021

As investors seek defensive places to store cash, there is still a disparity in returns for cash funds, according to data....

Funds management • 21 May 2021

Backing small-cap companies has helped the DNR Capital Australian Emerging Companies fund achieve positive returns but the manager remains cautious of extreme valuations ...

Funds management • 21 May 2021

The crash of the price of Bitcoin over the last month is a reality check for investors, according to an expert from Monash University. ...

Funds management • 21 May 2021

After 10 years at the firm Bryce Doherty will leave UBS at the end of June to pursue new challenges within the industry. ...

People & Products • 21 May 2021

This has been another week dominated by large licensees leading the rankings in terms of declining adviser roles, with MLC Group having reported a loss of 17 ahead of AMP...

Financial planning • 21 May 2021

An executive with major consultancy Deloitte has revealed that at least two of the major banks have been scoping out opportunities to return to the financial planning are...

Financial planning • 21 May 2021

Former director of Global Merces Funds Management, Holly Grofski, has been charged with three counts of dishonest conduct, one count of providing false information and on...

Financial planning • 21 May 2021

A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved....

Knowledge Centre • 21 May 2021

Rachel Halpern will be responsible for the firm’s sustainability team in the newly-created role. ...

People & Products • 24 May 2021
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 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 1 week ago

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

3 weeks 4 days 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 2 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 1 day ago