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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....

Financial planning • 5 August 2020

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 planning • 5 August 2020

Financial adviser social network, XY Adviser, is launching its first equity crowd fund to allow members to own a piece of the firm. ...

People & Products • 5 August 2020

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...

Financial planning • 5 August 2020

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...

Superannuation • 5 August 2020

The Financial Planning Association has launched its 2020 awards with a new category recognising technology and the use of digital delivery....

Financial planning • 5 August 2020

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...

Superannuation • 5 August 2020

The Australian Securities and Investments Commission has broken new ground by successfully pursuing a criminal conviction against Pershing Securities over client money of...

Policy & Regulation • 5 August 2020

Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....

People & Products • 5 August 2020

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...

Tools & guides • 5 August 2020

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 ...

Policy & Regulation • 5 August 2020

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 ...

Financial planning • 5 August 2020

First Sentier Investors has appointed former portfolio manager Susie Rippingall as its third non-executive director. ...

People & Products • 6 August 2020

AFCA has welcomed ASIC’s assessment that continuing credit contracts cause consumer detriment and that the regulator’s product intervention powers should be utilised....

Financial planning • 6 August 2020

Investment industry, which lacks learning from experience when it comes to improving investment committee practices and governance, should follow the aircraft industry’s ...

Financial planning • 6 August 2020

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....

Financial planning • 6 August 2020

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...

Superannuation • 6 August 2020

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...

Financial planning • 6 August 2020

The Australian Securities and Investments Commission has confirmed that AMP Limited is facing multiple legal/regulatory issues – citing between “5 and 50”....

Policy & Regulation • 6 August 2020

AMP Australia chief executive, Alex Wade has resigned and will depart the business immediately. ...

People & Products • 6 August 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. ...

4 days 17 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 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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