The Your Future Your Super reforms shift a reference portfolio from “being usefully operational to being detrimentally behavioural”, the Thinking Ahead Institute believes...
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....
While financial advisers have signalled they are generally open to switching licensees, salaried advisers have strongly signalled they are attracted to self-employment....
The Financial Planning Association has warned that without a scaled approach by the Australian Securities and Investment Commission small financial planning practices cou...
Challenger has appointed Angela Murphy as the chief executive of its Life business....
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...
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....
Equity investors will face another good year but they should pay close attention to valuation as the prospect of rising inflation remains a threat....
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....
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...
Most Financial Planning Association student members coming through are women, who are likely to reshape industry demographics as existing advisers leave the industry. ...
Financial advisers may be unhappy with the increased Australian Securities and Investments Commission levy but their invoices are arriving nonetheless. ...
Salaried advisers may have fewer administrative headaches when compared to their self-employed counterparts but, ultimately, they do not legally own their clients. ...
The IFAA Group would be the administrator from 1 May, 2021, and was chosen due to its client focus, and technology capabilities. ...
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...
Assets in environmental, social and governance exchange traded funds have risen by 96% since 2019 with internationally-focused ones reporting the best performance....
Midwinter’s AdviceOS has now been integrated with life insurance data from Omnium. ...
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....
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...
The asset manager is looking to focus on the superannuation sector and the top end of private wealth as it targets the Australian market....
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...