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The Your Future Your Super reforms shift a reference portfolio from “being usefully operational to being detrimentally behavioural”, the Thinking Ahead Institute believes...

Superannuation • 10 March 2021

The Association of Financial Advisers has urged members to directly lobby the Federal Treasurer, Josh Frydenberg if they want ASIC’s proposed levy increase reduced....

Policy & Regulation • 10 March 2021

While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....

Financial planning • 10 March 2021

The Financial Planning Association has warned that without a scaled approach by the Australian Securities and Investment Commission small financial planning practices cou...

Financial planning • 10 March 2021

Challenger has appointed Angela Murphy as the chief executive of its Life business....

People & Products • 10 March 2021

Big insurer, TAL has been found guilty in the Federal Court of breaching its duty of utmost good faith under the Insurance Contracts Act with respect to an income protect...

Life/Risk • 10 March 2021

It will be made available as part of the firm’s investment research and analytics software, FE Analytics, in time for the deadline on 5 October, 2021....

Policy & Regulation • 11 March 2021

Equity investors will face another good year but they should pay close attention to valuation as the prospect of rising inflation remains a threat....

Funds management • 11 March 2021

As most mortgage holders are required to resume repayments and JobKeeper comes to an end, the number of ‘at risk’ mortgage borrowers will rise, according to Roy Morgan....

Financial planning • 11 March 2021

TAL is acknowledging the Australian Securities and Investments Commission’s pursuit of charges against in the Federal Court but pointing out that the regulator did not wi...

Life/Risk • 11 March 2021

Most Financial Planning Association student members coming through are women, who are likely to reshape industry demographics as existing advisers leave the industry. ...

Financial planning • 11 March 2021

Financial advisers may be unhappy with the increased Australian Securities and Investments Commission levy but their invoices are arriving nonetheless. ...

Financial planning • 11 March 2021

Salaried advisers may have fewer administrative headaches when compared to their self-employed counterparts but, ultimately, they do not legally own their clients. ...

Financial planning • 11 March 2021

The IFAA Group would be the administrator from 1 May, 2021, and was chosen due to its client focus, and technology capabilities. ...

People & Products • 12 March 2021

Frontier has re-rated some its managers when they have come up short of its expectations which will mean a loss of funds from either existing clients reallocating or pote...

Funds management • 12 March 2021

Assets in environmental, social and governance exchange traded funds have risen by 96% since 2019 with internationally-focused ones reporting the best performance....

Funds management • 12 March 2021

Midwinter’s AdviceOS has now been integrated with life insurance data from Omnium. ...

Financial planning • 12 March 2021

Inflation is likely to increase in the short-term but this will not be lasting given high unemployment and the ongoing slack in the economy on the services side....

Funds management • 12 March 2021

The majority has been driven by positive stockmarket performance in the last six months of 2020 with less than half of the $15.4 billion increase in funds under managemen...

Funds management • 12 March 2021

The asset manager is looking to focus on the superannuation sector and the top end of private wealth as it targets the Australian market....

Funds management • 12 March 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...

1 week 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 6 days 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 1 day 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