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After a difficult period, funds under management at K2 Asset Management have risen from under $100 million in 2019 to over $1 billion thanks to a successful turnaround st...

Funds management • 25 June 2021

Adviser take-up of exchange traded funds saw a drastic increase in 2020, and as more exchange traded managed funds hit the market, it could present more opportunities for...

Funds management • 25 June 2021

Another FASEA exam in 2022 will remove “great uncertainty” if advisers need to re-take the exam in November, according to the Stockbrokers and Financial Advisers Associat...

Financial planning • 25 June 2021

Registrations close today for the July exam but sitting next month would give advisers the opportunity to sit again in 2022 if they fail. ...

Financial planning • 25 June 2021

The introduction of the single disciplinary body as part of the Better Advice Bill will lift standards as it will be individual advisers who have to register themselves a...

Financial planning • 25 June 2021

Industry associations have welcomed the one-off exam measure but would have liked the extension to have included those who had experienced significant events that had pre...

Financial planning • 25 June 2021

The data from the Australian Securities and Investments Commission showed that the number of advisers dropped this week by 112 to 19,631. ...

Financial planning • 25 June 2021

Michael Hirst, former chief executive of Bendigo and Adelaide Bank, has been appointed as an independent, non-executive director to the AMP Limited board, effective from ...

People & Products • 25 June 2021

Outsider thought he already heard about the strangest rebrand of 2021 when he read about Standard Life Aberdeen rebranding as ‘Abrdn’ earlier this year. ...

Outsider • 25 June 2021

Outsider was left feeling perplexed when he sat next to an AMP employee at a recent conference after his seat companion laughed at the idea that inappropriate behaviour w...

Outsider • 25 June 2021

As a man of a certain age, Outsider might be forgiven for not being keen to celebrate his birthday when it rolls around each year. ...

Outsider • 25 June 2021

Platform providers need to consider how they can best work together with advice practices to help them run smarter businesses, Edwina Maloney writes....

Expert Analysis • 25 June 2021

When running an advice practice, writes Craig West, it is prudent to think about how to exit it in the best possible way from the beginning....

Expert Analysis • 25 June 2021

Phil Anderson writes how advisers can be supported in the in the run up to the FASEA exam deadline as this can be a stressful period for those yet to pass....

Expert Analysis • 25 June 2021

The COVID-19 pandemic tested traditional asset allocations and portfolio builds, writes Chris Dastoor, so what lessons have been learnt a year on?...

Features • 25 June 2021

After decades of underperformance, value is seeing a turnaround and outpacing growth stocks for the first time in years, writes Laura Dew....

Features • 25 June 2021

Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....

Features • 25 June 2021

While the extension provides some leeway for advisers who have not passed the Financial Adviser Standards and Ethics Authority exam this year, clarity is needed on whethe...

Editorial • 25 June 2021

The total real estate assets under management of Australian managers hit $307.4 billion in 2020 and were 2.7% down compared to the prior year. ...

Funds management • 25 June 2021

Financial adviser Hannah Jennings has been banned after the corporate regulator found she was inappropriately recommending clients double gearing strategies....

Financial planning • 25 June 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 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 1 day 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 1 day ago