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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

Only one-third of surveyed consumers believe an advised life insurance product is better quality than an unadvised product, according to MetLife....

Life/Risk • 7 July 2021

The corporate and prudential regulators guidance on advice for superannuation trustees warns trustees about trusting financial advisers....

Financial planning • 7 July 2021

More licensee groups offering different licences for part-time advisers might help retain talent, especially those who want to balance work/family commitments, including ...

Financial planning • 7 July 2021

The first auditors in Australia to face criminal prosecution for failing to comply with auditing standards have pled guilty to the three charges against them....

Policy & Regulation • 7 July 2021

Copia has entered into an agreement with global asset manager TT International to distribute its Global Environmental Impact fund in Australia....

Funds management • 7 July 2021

Graeme Burke, co-founder of boutique investment manager Wavestone, has departed the firm after 15 years. ...

People & Products • 7 July 2021

It has added six new investment advisers that specialise in professional advice to high net worth and ultra-high net worth individuals....

People & Products • 7 July 2021

ECP Asset Management has appointed former First Sentier investment analyst, Justin Warton, to its investment team....

People & Products • 7 July 2021

Athene Holding has acquired a minority stake in Challenger for $720 million as part of its growth strategy....

Funds management • 7 July 2021

Deputy chair Peter Yates will now be chair of AIA Australia, while Theresa Gattung will be chair of AIA New Zealand....

People & Products • 7 July 2021

The cost of fraud to financial services in Australia is 3.78 times the amount of the lost transaction value, according to a study....

Policy & Regulation • 8 July 2021

Australian resource companies will drive the local market higher during the second half of 2021 towards 8,000 and gain more than banks, according to Research Affiliates....

Funds management • 8 July 2021

E-commerce, cybersecurity, online education, and digital payments are well-positioned for substantial growth in the long-term, according to Franklin Templeton....

Funds management • 8 July 2021

The asset manager said it was particularly focused on sustainability in emerging markets as it became the latest manager to sign up to the Net Zero Asset Managers Initiat...

Financial planning • 8 July 2021

The migration of accounts from BT Wrap to BT Panorama has transitioned over 150,000 accounts and over $56.6 billion in funds under administration....

Financial planning • 8 July 2021

Three of Australia’s largest banks have fallen back in their female board representation with one dropping below the 30% target....

Funds management • 8 July 2021

Performance fees at Magellan Financial Group have more than halved in the 2020/21 financial year after the firm experienced fund underperformance....

Funds management • 8 July 2021

Due to the Sydney lockdown, the Financial Adviser Standards and Ethics Authority is currently assessing its options for exam takers....

Financial planning • 8 July 2021

Exam takers too often rely on their licensee policies, rather than their Corporations Act requirements, which has led to underperformance in assessing areas like key advi...

Financial planning • 8 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