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The exchange traded fund provider has added Wilson O’Fee and William Taylor to its sales and portfolio management teams....

People & Products • 19 July 2021

As the Reserve Bank of Australia vows to hold off extending bond yields beyond 0.10% after April 2024, First Sentier believes an earlier move cannot be ruled out....

Financial planning • 19 July 2021

Setting a target retirement date is no longer the most effective way to plan for retirement savings, according to American Century, as more people take a ‘phased retireme...

Financial planning • 19 July 2021

There is a “seismic shift” among industry super funds to focus on carbon reporting, according to Research Affiliates, as Australia wakes up to it lagging behind the rest ...

Superannuation • 19 July 2021

While 96% of grandfathered conflicted remuneration arrangements have been terminated by the start of 2021, eight product issuers still have grandfathered benefits on 46 p...

Financial planning • 19 July 2021

The roles of the adviser and licensee may need to be more clearly defined for the individual adviser registration regime to properly function. ...

Financial planning • 19 July 2021

There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...

Financial planning • 19 July 2021

Former First State Super chief executive and Order of Australia recipient, Michael Dwyer, has been appointed as chair of Bennelong Funds Management Group and Bennelong Fu...

People & Products • 19 July 2021

Catherine Kovacs will serve as a member of the audit, risk and compliance committee on the platform provider’s board....

People & Products • 19 July 2021

The application follows an investigation by the corporate regulator after concerns unlicensed financial services were being conducted during the COVID-19 pandemic when mo...

Policy & Regulation • 19 July 2021

Pengana Capital has appointed a second manager to its High Conviction Equities fund. ...

People & Products • 19 July 2021

The platform provider has appointed Darren Stevens to the newly-created role where he will lead strategic product development initiatives....

People & Products • 19 July 2021

A draft amendment will look to facilitate incorporation of course approvals into the legislative instrument. ...

Financial planning • 19 July 2021

Stuart Dear has been promoted to lead the fixed income team and will be responsible for $6 billion in funds under management....

People & Products • 19 July 2021

Peter Worn and Aron Satchell have announced they have expanded Finura Group’s reach into technology consultancy by launching its independent wealth technology advisory ar...

Financial planning • 20 July 2021

The gap between the best and worst-performing managers narrowed in the last financial year with the median Australian equity manager outperforming the index. ...

Funds management • 20 July 2021

The internal dispute resolution reporting documents have been released ahead of the pilot test which will launch later this year....

Policy & Regulation • 20 July 2021

The top 20 performing balanced options all returned over 18% to their members over the year, according to SuperRatings....

Superannuation • 20 July 2021

The paper has outlined what should be included in a retirement income strategy plan developed by trustees to assist members in achieving retirement income needs....

Superannuation • 20 July 2021

A video detailing the Liberal Government’s “unfair” treatment of financial advisers has been launched and suggest for clients to tell the government to stop supporting ba...

Financial planning • 20 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