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Removing the term ‘general advice’ and renaming intrafund advice and robo-advice to intrafund information and robo information would help reduce the cost of financial adv...

Financial planning • 22 January 2021

Financial advisers have expressed concern over an industry podcast which has revealed how the pressures generated by the Financial Adviser Standards and Ethics Authority ...

Financial planning • 22 January 2021

There has been a net loss of close to 30 adviser roles, despite the lack of any major market announcements this week. ...

Financial planning • 22 January 2021

Financial advisers need to be trusted and empowered to use their professional judgement in circumstances where many are highly educated and have years of experience, acco...

Financial planning • 22 January 2021

The wealth management firm has made three key senior appoints, as well as adding analysts via its acquisition of E. L. & C. Baillieu....

People & Products • 22 January 2021

John Williams has been appointed by the stock exchange in the newly-created role of deputy chief operating officer. ...

People & Products • 25 January 2021

Members are now able to obtain more insurance cover without the need for underwriting....

Life/Risk • 25 January 2021

The companies that offer the greatest risk for investors in 2021 are the same companies that provided the greatest return for investors in 2020, according to State Street...

Funds management • 25 January 2021

With COVID-19 mostly under control in Australia, retirees are again looking to realise their plans to downsize their principal homes, according to BT....

Financial planning • 25 January 2021

Clime Investment Management is in the process of replacing seven of its separately managed account as it looks to streamline and consolidate arrangements around recent ac...

Financial planning • 25 January 2021

Although salaries were largely expected to be flat in 2021, financial planners with one to five years of experience are expected to be the exception, according to a surve...

Financial planning • 25 January 2021

Superannuation funds negotiating new group insurance arrangements will have to prove and certify that they are in the best interests of members....

Life/Risk • 25 January 2021

There will be attractive stocks at both ends of the price-to-book valuation spectrum in 2021, as some out-of-favour stocks display improving sentiment, according to State...

Funds management • 27 January 2021

Despite being on the other side of the world, Australian equity environmental, social and governance funds with holdings in renewable energy saw a boost after the Democra...

Funds management • 27 January 2021

Now is the best time to get into value investing as we are witnessing one of the greatest dislocations between value and growth, according to Morningstar....

Funds management • 27 January 2021

The major banks may have exited wealth management but there are good reasons why some remain involved in the delivery of superannuation products....

Superannuation • 27 January 2021

Increasing compliance burden, technology advancements, fee scrutiny, and questions on the benefit of advice have led the industry to lose one-third of advisers over the n...

Financial planning • 27 January 2021

The Australian Securities and Investments Commission is working to rectify its systems after identifying a cyber attack affecting Australian credit licence applications....

Policy & Regulation • 27 January 2021

Easton has declared its intention to grow its licensee and adviser services offering and recommending to shareholders that they sign-off on its transaction with HUB24....

Financial planning • 27 January 2021

René Buehlmann has been appointed Asia Pacific chief executive, replacing Hugh Young who will become Asia chair....

People & Products • 27 January 2021
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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 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 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 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks 1 day 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 ...

2 weeks 6 days ago