Easton Investments has announced an extension of its services to self-licenced financial advice practices, allowing licensees to access its practical quality advice platf...
Amendments to the consumer data right rules will help clients share their data easily and securely with financial advisers and other professionals....
The Financial Planning Association has recommended the Retirement Income Covenant include a clear obligation for trustees to adhere to personal and general financial advi...
Recognising the existing skills of provisional financial advisers is a good way for both businesses and candidates to get the most benefit out of their professional year ...
One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services....
Greenhouse gas emissions and alignment with the Paris Agreement are the biggest areas of focus for ASX companies followed by diversity and governance, according to findin...
Eight consumer groups have united with eight industry bodies in opposition to the compensation scheme of last resort (CSLR) legislation in its current form....
The acquisition aims to bring together the two fund data and research providers in the APAC region and Europe with a complementary set of asset manager and adviser-focuse...
Deputy chief executive Karin van Baardwijk has been promoted as current CEO, Gilbert Van Hassel, will relocate to New York at the end of the year....
Existing board members Nicola Beswick has been appointed as chair and Natalie Kleibert as deputy chair....
The International Monetary Fund has called on regulators to act on greenwashing as it says misleading environmental claims plague the industry....
Investors are being spruiked with products offering exposure to themes and are becoming ‘theme junkies’ as they chase the latest thematic vehicle....
A significant number of complaints made to the Australian Financial Complaints Authority have been paused due to the delay in the compensation scheme of last resort legis...
Achieving net zero emissions will require engagement with companies highly exposed to climate risk – a concept that is not appreciated for the nuance required, according ...
The portfolio split of 60% equities and 40% bonds has been a mainstay in investing for decades but according to Sebastien Page from T.Rowe Price, it is time to move to a ...
Institutional rebalancing and the switch of one vehicle to an active exchange traded fund has led to redemptions for Magellan....
One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....
Investment has to be front and centre in these merger discussions whether to establish if it’s the best outcome for members – rather than fees – according to Frontier....
Financial advisers looking to increase their client meeting time should look to more support staff whether they are in the office or virtual assistants, according to an a...
It follows the trend of exchange traded fund providers launching products specifically focused on clean energy....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...