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Levitas Capital is seeking redress for their losses after the firm’s trustee and administrator allegedly failed to stop fraudulent transactions after a cybersecurity brea...

Policy & Regulation • 24 November 2020

Members of the Australian Securities and Investments Commission’s Consumer Advisory Panel played a role in developing a key consumer Future of Financial Advice submission...

Policy & Regulation • 24 November 2020

The declining relevance of RG146 has seen Kaplan Professional’s Diploma and Advanced Diploma of Financial Planning, as well as financial planning, margin lending, and sup...

Financial planning • 24 November 2020

Employers are uniquely positioned to help their employees find financial wellness through clearly defined benefits, according to MetLife....

Financial planning • 25 November 2020

The incoming Biden administration is expected to be a boost to infrastructure spending, according to 4D Infrastructure, as both parties in the US agree current infrastruc...

Funds management • 25 November 2020

Over the next decade there will a depreciation of the US dollar and this will give more support to Asian asset returns over time, according to J.P. Morgan Asset Managemen...

Funds management • 25 November 2020

The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF...

Financial planning • 25 November 2020

Individuals who have decided to set up their own self-managed super funds are motivated by far more than costs or investment returns, with a desire for control over their...

SMSF • 25 November 2020

The market movement following the announcement of a successful COVID-19 vaccine trial was “a violent rotation” and will not be a one-day event, according to Kardinia Capi...

Funds management • 25 November 2020

Greater access to advice could deliver half a trillion dollars to the Australian economy, while reducing Age Pension spend and increasing incomes, according to research f...

Financial planning • 25 November 2020

A panel has agreed that a hybrid advice model is needed to close the advice gap but the digital side needs to be trusted by the consumer and holding them account to what ...

Financial planning • 25 November 2020

A majority of Godfrey Pembroke advisers have signalled they will be signing up to a new Godfrey Pembroke-branded license under IOOF but around 25% appear to have made alt...

Financial planning • 25 November 2020

Questions are being asked about whether the Australian Securities and Investments Commission has been wrong to treat asset consultants differently to financial advisers i...

Financial planning • 25 November 2020

AMP Capital has made a ‘significant investment’ in the UK’s second-largest port operator within its Infrastructure Debt IV fund. ...

Funds management • 26 November 2020

Julie Williams will succeed Damien Moore as the Institute of Public Accountants president of the board....

People & Products • 26 November 2020

Zurich Investments has announced the launch of its high conviction Global Thematic Focus fund, which will offer Australian advisers and their clients access to a number o...

Funds management • 26 November 2020

Advisers and investors need to start questioning why fund managers have no female representation at senior levels as alpha generators do not all look the same, according ...

Funds management • 26 November 2020

Since the March sell-off only three exchange traded funds have outperformed the Australian equities sector average....

Funds management • 26 November 2020

Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue....

Financial planning • 26 November 2020

Life advisers may have thought commissions attaching to BT Life policies sold before 2013 were safely grandfathered. They were wrong....

Life/Risk • 26 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