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Substance to certain media stories regarding company culture has meant investment firms will have to be more proactive over how they identify cultural risks, according to...

Funds management • 11 October 2021

Like with online dating, advisers need to differentiate themselves to attract their chosen target market and avoid being judged only on fees, according to an adviser....

Financial planning • 11 October 2021

The average initial fee charged by planners who had identified their target market was 57% higher than at those firms which worked with all types of clients....

Financial planning • 11 October 2021

Clients of a financial adviser being investigated by the corporate regulator for contravening the law were still being put into Diversa products while the investigation w...

Financial planning • 11 October 2021

Financial Services Council superannuation and life insurance members will be prohibited from the use of exclusions and restrictive disability definitions because a super ...

Life/Risk • 11 October 2021

Iress has expanded its partnership with Perennial Value Management by supporting Perennial’s global managed fund Daintree Hybrid Opportunities Fund through a dual access ...

People & Products • 12 October 2021

Capital concentration and common ownership has been monitored as an issue for years by Treasury, but it has seen no reason to push for any regulation....

Policy & Regulation • 12 October 2021

Montaka Global Investments is retaining its exposure to Facebook as it believes the investment case for the company is “drastically compelling” despite the negative press...

Funds management • 12 October 2021

The Financial Services Council has detailed its reasoning behind making confidential submissions to Treasury on the issue of proxy voting....

Financial planning • 12 October 2021

With some superannuation funds projected to grow by 200% to 300% by 2030, super funds will need to address key challenges in their investment governance arrangements, acc...

Superannuation • 12 October 2021

The Financial Services Council has created a blueprint for a simplified financial advice regulatory framework that claims it could reduce advice costs to $3,466 and save ...

Financial planning • 12 October 2021

The industry superannuation fund has not entered into any new sponsorship agreements since the Your Future, Your Super legislation and does not believe any of its sponsor...

Superannuation • 12 October 2021

As part of the demerger of AMP Capital’s private market business, it has appointed Patrick Snowball as chair designate and Andrew Fay as deputy chair designate to help wi...

People & Products • 12 October 2021

There are ways for smart beta multi-factor strategies to help improve portfolio diversification and offer benefits for investors, explains Mike Aked....

Tools & guides • 12 October 2021

Ignition has announced it has appointed Andrew Baker into the newly-created role, providing guidance for the firm’s Asia Pacific business strategy....

People & Products • 12 October 2021

The regulator has cancelled the Australian financial services licence of disgraced former tax agent Vanda Gould....

Financial planning • 12 October 2021

Income Asset Management Group has appointed former UBS investment specialist, Jonathan Baird, as chief executive as well as executive director for Fortlake Asset Manageme...

People & Products • 13 October 2021

Net inflows to environmental, social and governance equity funds were $1.6 billion in the third quarter of 2021, according to Calastone....

Funds management • 13 October 2021

Australian investors face several challenges when assessing the basis risk of derivative investing, including the fact many derivatives products are tilted toward geograp...

Funds management • 13 October 2021

The investment manager believes the spread of the COVID-19 Delta variant has stabilised and the peak has now passed....

Funds management • 13 October 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