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The pair have a combined 45 years’ industry experience and will work on the firm’s global equity and global sustainability funds. ...

People & Products • 5 July 2021

Property development might be an attractive option for self-managed super funds but it can lead to a compliance minefield if done incorrectly, Andrew Yee writes....

Tools & guides • 5 July 2021

Learn how the BlackRock High Conviction Australian Equity Fund provides a differentiated approach to investing. Hear from the team on the trends they’re watching to help ...

Knowledge Centre • 5 July 2021

Colonial First State has made a number of senior appointments in the lead up to its separation from the Commonwealth Bank....

People & Products • 5 July 2021

While gold and silver exchange traded funds were all the rage last year during the height of COVID-19, investors turned towards battery technology and robotic ETFs this y...

Funds management • 6 July 2021

The new tool will aim to provide ability target market determinations, ahead of the design and distribution obligations legislation. ...

People & Products • 6 July 2021

Magellan has improved its female board representation but remains below the 30% target while Macquarie has been recognised as the top financial firm, according to the Aus...

Funds management • 6 July 2021

Centrepoint Alliance has lost most of the adviser roles it expects to lose and it expects only a small cohort to drop-off at the end of the year....

Financial planning • 6 July 2021

The bank will sell its life insurance arm to Fidelity Life Assurance Company in its latest step to simplify the business....

Life/Risk • 6 July 2021

Advisers are grappling with the ‘scarcity of sustainability’ in portfolios as they find a smaller universe of investments for clients seeking sustainable options....

Financial planning • 6 July 2021

Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....

Financial planning • 6 July 2021

Seven new partners have been added across its Adelaide, Brisbane, Melbourne and Sydney businesses....

People & Products • 6 July 2021

Former Association of Financial Advisers chief executive, Phil Kewin, has been appointed as chief executive of the National Insurance Brokers Association....

People & Products • 6 July 2021

Over 14,850 have now passed the exam, almost three-quarters of the advisers on the Financial Adviser Register. ...

Financial planning • 6 July 2021

Five leading asset management names have signed up to an initiative supporting the goal of net zero greenhouse gas emissions by 2050. ...

Funds management • 7 July 2021

Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...

Financial planning • 7 July 2021

Investors should look to rotate out of financials and into resources as they are “perfectly positioned” for the current market environment, according to Research Affiliat...

Financial planning • 7 July 2021

Financial services guide and statement of advice documentations, breach reporting, and applying the Corporations Act are some of the key areas where exam takers are strug...

Financial planning • 7 July 2021

COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView....

Financial planning • 7 July 2021

Clients with sustainable goals are more than twice as likely as those without to switch provider if they feel their adviser is letting them down. ...

Financial planning • 7 July 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