It will transition to computer-based testing for all three levels of the CFA program in 2021 with the transition already beginning for Level 1....
The second lockdown in Melbourne could see the Reserve Bank of Australia needing to cut rates further, after holding at 0.25% yesterday for the fifth consecutive month....
Financial adviser social network, XY Adviser, is launching its first equity crowd fund to allow members to own a piece of the firm. ...
Wealth Today’s parent company, ASX-listed WT Financial Group, sees potential for further improvement on costs side upon completion its exit of surplus office space progra...
New data has revealed the degree to which Self-Managed Superannuation Funds are facing a decade of struggle as the COVID-19 pandemic and associated measures undercuts the...
The Financial Planning Association has launched its 2020 awards with a new category recognising technology and the use of digital delivery....
A more than $1 trillion impact on superannuation assets is being forecast over the next 10 years as industry superannuation funds warn the Government against further exte...
The Australian Securities and Investments Commission has broken new ground by successfully pursuing a criminal conviction against Pershing Securities over client money of...
Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....
With many fixed income options yielding less than 0%, core alternatives can provide stable income with a low correlation to equities, writes Pulkit Sharma and Jason DeSen...
The Australian Securities and Investments Commission has been challenged to hold itself to the same standards it imposes on financial service companies by key members of ...
The Australian Securities and Investments Commission has been asked to provide a formal written explanation of the status of intra-fund advice amid heated questioning by ...
First Sentier Investors has appointed former portfolio manager Susie Rippingall as its third non-executive director. ...
AFCA has welcomed ASIC’s assessment that continuing credit contracts cause consumer detriment and that the regulator’s product intervention powers should be utilised....
Investment industry, which lacks learning from experience when it comes to improving investment committee practices and governance, should follow the aircraft industry’s ...
Wealth Today saw a reduction in new business revenue for many advisers between February and May due to the economic uncertainty and downturn from the pandemic....
Superannuation funds may not necessarily be held responsible for making good the losses caused by fraud around the Government’s hardship superannuation early release regi...
The restructuring across major banks and advice players has resulted in a large number of advisers leaving the industry because the jobs are no longer there anymore, acco...
The Australian Securities and Investments Commission has confirmed that AMP Limited is facing multiple legal/regulatory issues – citing between “5 and 50”....
AMP Australia chief executive, Alex Wade has resigned and will depart the business immediately. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...