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The association says the current levy formula is not sustainable and needs to be reviewed immediately....

Financial planning • 26 July 2021

There were six main areas the corporate watchdog focused on which led to a $16.5 million increase in costs of regulating the financial advice sector....

Financial planning • 26 July 2021

AMP’s new service model will allow the release of institutional ownership and will cease buyback arrangements, but advisers have until the end of the year to leave the ne...

Financial planning • 26 July 2021

Natasha McKean joins as specialist environmental, social and governance investment analyst....

People & Products • 26 July 2021

BT Funds Management and Asgard Capital will pay $3 million after the two entities made false and deceptive conduct to over 400 customers. ...

Financial planning • 26 July 2021

Queensland-based financial services firm Fentborough has seen its Australian financial services licence cancelled for failing to lodge documentation. ...

Financial planning • 26 July 2021

The self-licenced boutique financial advisory firm has acquired asset consulting firm Atchinson Consultants after searching for a partner for several years. ...

Financial planning • 26 July 2021

Emma Pringle will replace Natasha McKean who moved to DNR Capital....

People & Products • 26 July 2021

Helen Morgan-Banda has been chief executive for the Law Society of New Zealand and the Royal New Zealand College of General Practitioners, and held corporate affairs posi...

People & Products • 26 July 2021

Dante De Gori will step down as chief executive from the Financial Planning Association of Australia after six years at the helm. ...

Financial planning • 26 July 2021

Global fixed income markets will see a repeat of Q2 performance in the second half of the year, according to Brandywine Global Investment Management, due to a lack of mar...

Funds management • 27 July 2021

The adviser software service has launched the ‘Your Life’ module to help advisers with the fact find process....

Financial planning • 27 July 2021

Fidelity International has announced an introduction of the new global policies on climate change and gender diversity....

Funds management • 27 July 2021

The Stockbrokers and Financial Advisers Association has criticised the latest regulatory levy, saying the sector only receives 0.6% of all complaints. ...

Financial planning • 27 July 2021

After changes to financial planning in the UK, the industry experienced somewhat of a value downturn in the industry but then quickly turned around and saw significant gr...

Financial planning • 27 July 2021

AMP will be increasing the fees it charges to its advice practices incrementally from 1 January, 2022, and does not believe the increase will flow on to clients. ...

Financial planning • 27 July 2021

Royce Investment Partners, part of Franklin Templeton, has entered the Australian retail investment market with the launch of a global small-cap fund....

Funds management • 28 July 2021

Super funds should look at allocate between 10% to 12% to private capital but high fees mean this is unlikely to come to pass, according to the Australian Investment Coun...

Superannuation • 28 July 2021

Concerns about regulatory threats towards Alibaba has led Munro Partners to close the position in its global fund, having been its largest holding less than a year ago....

Funds management • 28 July 2021

Digital advice is essential to servicing the unmet advice gap but making the platforms simple is the biggest challenge, according to a panel. ...

Financial planning • 28 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