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Jessie Pettigrew shares how financial advisers can best work with their clients to help them navigate the environmental, social and governance investing landscape....

Tools & guides • 5 February 2021

Marco Colantonio explains how trends such as data and logistics are proving positive for the performance of global REITS. ...

Expert Analysis • 5 February 2021

Richard Dinham outlines the five different types of strategies available to advisers to help their clients transition to retirement....

Expert Analysis • 5 February 2021

Money Management is continuing its wealth management series, in which we are speaking to financial planning groups to hear their views on the industry. This month, Money ...

Features • 5 February 2021

Financial advisers looking to include ethical investing into their offering should “just do it”, Jassmyn Goh writes, or they may find clients, especially younger ones, wi...

Features • 5 February 2021

Financial advisers have found the greatest benefit of the pandemic has been clients realising the value of their advice, writes Laura Dew, even if it meant them receiving...

Features • 5 February 2021

Mike Taylor writes that in the aftermath of the Thom Review into the Australian Securities and Investments Commission the Government has the opportunity to impose externa...

Features • 5 February 2021

If the Government seriously wants to make financial advice more affordable then it needs to conduct a thorough review to strip out the layers of regulation which have dri...

Editorial • 5 February 2021

Both licences were cancelled because the firm failed to demonstrate it has the competence and resources to provide financial services and credit activities. ...

Policy & Regulation • 5 February 2021

The Australian Securities and Investments Commission has suspended the Australian financial services licence of Queensland-based financial services provider Investors Exc...

Financial planning • 8 February 2021

The independent consulting firm has launched the new tool to test the risk/reward characteristics of portfolios through its portfolio analytics system GreenVUE....

Financial planning • 8 February 2021

Western Asset is optimistic on Australian fixed income, favouring semi-government bonds despite the reduction in the cash rate as it believes “very easy” monetary conditi...

Funds management • 8 February 2021

The Australian Prudential Regulation Authority has used its 2020 Year in Review to point to the profitability struggles of the life insurance industry....

Life/Risk • 8 February 2021

Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo....

Financial planning • 8 February 2021

Analysis undertaken by the chief executive of one of Australia’s publicly-listed financial planning licensees is suggesting that a number of financial planning firms are ...

Financial planning • 8 February 2021

Pinnacle managing director, Ian Macoun has disposed of 9 million shares prompting the company to declare he is committed to the company until at least the end of 2023. ...

Funds management • 8 February 2021

Kevin Mayne and Lisa Ng have been appointed to the roles as the firm boosts support for its adviser network....

People & Products • 8 February 2021

The Roy Morgan Business Confidence index saw a drop of 2.7 points during January, but was still above the long-term average, and the finance and insurance industry is sti...

Financial planning • 9 February 2021

Staffing at the super fund could be “significantly larger” says chief investment officer, Damian Graham, as the firm targets $300 billion in assets under management. ...

Superannuation • 9 February 2021

The Superbowl draws millions of viewers in the US and Money Management takes a look which funds have invested in the big spending companies that bought a commercial place...

Funds management • 9 February 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 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 5 days ago