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Displaying results 176301 - 176320 of 182967

 

Colonial First State will reduce insurance premiums on its FirstChoice Employer Super, Essential Super, FirstChoice Personal and FirstChoice Wholesale Personal products d...

Life/Risk • 15 September 2021

Treasury's Retirement Income Covenant allows trustees to address member acquisition and retention challenges, following the introduction of ‘stapling’ as part of the Your...

Financial planning • 15 September 2021

Investors are changing focus from relying on negative screening to wider environmental, social, and governance integration into their investment process and risk manageme...

Funds management • 15 September 2021

Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....

Funds management • 15 September 2021

It is “not a bad time” to sell a financial advice business as there are potential acquirers on the lookout for opportunities, according to HLB Mann Judd....

Financial planning • 15 September 2021

The Government is seeking to make amendments to the design and distribution obligation regime including removing the requirement for advisers and licensees to report whet...

Financial planning • 15 September 2021

Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....

People & Products • 15 September 2021

The merger with BR Wellington is the company’s sixth merger since 2019 as the firm looks to enhance its service offering to both Melbourne clients and mid-market clients....

Financial planning • 15 September 2021

The corporate regulator has alleged misconduct against the bank’s home loan clients while it was still under ownership of the industry superannuation funds....

Superannuation • 15 September 2021

Hejaz Financial Services has become the first firm to have an Islamic managed fund rated by an Australian ratings agency, as the firm applies for a banking licence....

Funds management • 16 September 2021

With the release of the Government’s first superannuation performance test, investors should avoid placing too much emphasis on assessing the performance of funds over ot...

Superannuation • 16 September 2021

The trend for travel stocks is “rearing its head again”, according to equity managers, as talk begins on international flights resuming....

Funds management • 16 September 2021

Mounting regulation is turning advisers into “admin assistants with Government records” and Government intervention is needed to maintain limited licensees in the industr...

Financial planning • 16 September 2021

There are discrepancies in advisers’ approaches to risk profiling and they need to ensure a consistent process if they want to meet best interest duty, according to behav...

Financial planning • 16 September 2021

Advice pricing should be the amalgamation of three layers – intangible value, services and advice, and structural complexity and additional value-add, according to a fina...

Financial planning • 16 September 2021

Former Halifax Investment Services lead auditor, Robert James Evett, has been found to not be a fit and proper person to remain registered as an auditor following his con...

Policy & Regulation • 16 September 2021

Advisers will soon be able to incorporate DDO data and TMD documents in their portfolio construction and client reporting as FE fundinfo announces that they will be integ...

Knowledge Centre • 17 September 2021

Maple-Brown Abbott has launched an Asian equity fund as it has noticed Asian companies are beginning to return money to shareholders. ...

Funds management • 17 September 2021

T. Rowe Price has moved its asset allocation to Australian equities from overweight to neutral after a year as it believes economic growth has now peaked....

Funds management • 17 September 2021

Investors are backing investments which will offer only short-term gains, according to Prime Value, rather than backing companies which will have long-term sustainable gr...

Funds management • 17 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