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The proliferation of retail investors entering the market during the COVID-19 induced downturn has highlighted the value that can be demonstrated by seeking financial adv...

Expert Analysis • 28 May 2021

Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER....

Expert Analysis • 28 May 2021

It has almost been a year since the FPA policy platform was launched and there has been significant progress on a number of fronts, Dante De Gori writes....

Expert Analysis • 28 May 2021

The outlook for emerging markets over the next 12 months is challenging and patience is important for advisers looking to invest in the asset class, Jassmyn Goh writes....

Features • 28 May 2021

China is opening up its market for foreign direct investment, writes Laura Dew, but investors should temper their expectations for the country after a remarkable recovery...

Features • 28 May 2021

As Mike Taylor takes his leave from Money Management, he reflects upon the well-intentioned 2001 legislation which proved to have so many adverse, unintended consequences...

Features • 28 May 2021

As the Government winds up the Financial Adviser Standards and Ethics Authority it must also fix the code of ethics. ...

Editorial • 28 May 2021

Holly Grofski has been banned by the corporate watchdog after the firm failed to comply with Australian financial services licence conditions. ...

Funds management • 28 May 2021

When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...

Financial planning • 31 May 2021

Emma Curtis has been appointed as lead ombudsman for insurance and Suanne Russell as lead ombudsman for small business....

People & Products • 31 May 2021

Inflation is likely to be more volatile than in previous history, according to Antipodes, forcing investors to consider how much they pay for bond-like equities....

Financial planning • 31 May 2021

KKR’s bid to purchase PEXA for $3 billion expired on Sunday and shareholders were looking to raise $1.18 billion for the initial public offering....

Superannuation • 31 May 2021

As advisers are steadily continuing to exit the industry leaving more advice roles in supply, practices will need to offer work flexibility and a desirable culture to lur...

Financial planning • 31 May 2021

The burden of the Financial Adviser Standards and Ethics Authority’s requirements combined with the high costs imposed by the Australian Securities and Investments Commis...

Financial planning • 31 May 2021

Following the bookbuild process from a surprise bid from KKR last week, Link Group has determined the private equity consortium’s bid for Link last year undervalued the f...

Superannuation • 31 May 2021

CountPlus Limited has announced a 51% investment in boutique provider of paraplanning, technology and administration support services, Wealth Axis. ...

Financial planning • 31 May 2021

Tomomi Shimada has been appointed as lead APAC sustainable investing strategist for JP Morgan Asset Management....

People & Products • 31 May 2021

Vivek Prabhu, Head of Fixed Income at Perpetual explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Inc...

Knowledge Centre • 31 May 2021

Help give your clients the returns they need. Adding commercial property into their portfolio mix could be worth considering. Discover the rules here....

Knowledge Centre • 31 May 2021

The acquisition has doubled the size of the IOOF business to $494 billion in funds under management and will see a single senior leadership and management structure in pl...

Financial planning • 31 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