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How much money is made is more important than how it is made, according to AustralianSuper chief investment officer, Mark Delaney, as many superannuation funds struggle t...

Superannuation • 3 September 2021

Only 39% of those who were resat the Financial Adviser Standards and Ethics Authority’s exam in July passed it, compared to the overall pass rate of 60%, according to Wea...

Financial planning • 3 September 2021

Maybe it was the groundhog-like nature of lockdown getting the better of him or maybe there was some dust in his eye, but Outsider felt oddly emotional watching the lates...

Outsider • 3 September 2021

To break up the tedium of the current lockdown, Outsider spent the past week listening to the virtual Australian Institute of Superannuation Trustees Superannuation Inves...

Outsider • 3 September 2021

The superannuation industry is going through a period of consolidation via mergers and Outsider believes he can use some real-life experience to help the process....

Outsider • 3 September 2021

After hitting milestones such as the separation of its advice business and its restructure of the firm by line of business, ClearView has announced a strategic review....

Funds management • 3 September 2021

The principles of mutual companies are still evident in our superannuation system, writes Andrew Howard, but more can be done to improve life insurance within super....

Expert Analysis • 3 September 2021

Superannuation and social security are among themes where advisers are querying the most as they look to upskill their knowledge in a complex advice world, Craig Day writ...

Expert Analysis • 3 September 2021

One month into her role as chief executive, Alexis George, has announced several changes to the firm’s executive committee ahead of its demerger from AMP Capital Markets....

People & Products • 3 September 2021

In order to provide an efficient and valuable progress meeting for clients, Johann Maree finds the best way to ensure they are working towards their goals....

Expert Analysis • 3 September 2021

With inflation rising, global central banks are being forced to rethink their monetary policy actions and are likely to begin tapering soon, writes Kerry Craig....

Expert Analysis • 3 September 2021

While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds....

Features • 3 September 2021

As initial public offerings recover after a slowdown in the pandemic, particularly in the small-cap space, funds are divided in their support of them, Laura Dew writes. ...

Features • 3 September 2021

While finfluencers are on the rise and targeting younger investors, this presents an opportunity for advisers to help investors separate the information from the noise, w...

Features • 3 September 2021

The ‘pass’ or ‘fail’ mark of a superannuation fund can be construed as a rubber stamp of approval or disapproval from the Government so it is on them, along with super fu...

Editorial • 3 September 2021

Dividend growth has led Plato Investment Management has upgraded its gross yield forecast for the ASX 200 to 5.2%....

Funds management • 6 September 2021

The regulator has outlined the purpose, design and scope of its climate vulnerability assessment to help regulated entities, including the largest banks, understand and m...

Policy & Regulation • 6 September 2021

Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....

Financial planning • 6 September 2021

The advice industry is turning into a structure where only the wealthy can afford advice and digital offerings will only create more corruption, according to a financial ...

Financial planning • 6 September 2021

BlackRock Model Portfolios can help streamline the investment process so you can save time and focus on your clients and their unique financial goals ...

Knowledge Centre • 6 September 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 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 6 days 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”....

2 weeks 6 days ago