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The Evergrande example has proved that active management plays a significant role when investing in regions associated with high political or regulatory risks....

Funds management • 21 October 2021

The ex-Pengana portfolio managers that left earlier this year have resurfaced after launching their own responsible investment fund. ...

Funds management • 21 October 2021

While fresh-faced candidates straight out of their degree will attempt the professional year, the traditional career path of client services and paraplanning first will b...

Financial planning • 21 October 2021

Building scale will allow advice businesses to be in a stronger position to manage costs, meet their compliance obligations and keep fees steady than a small practice, ac...

Financial planning • 21 October 2021

The outflows included $9.6 billion due to the transition of the New Zealand wealth management mandate. ...

Funds management • 21 October 2021

IOOF will rebrand as Insignia Financial later this year as a “clean slate” after acquiring MLC Wealth....

Financial planning • 21 October 2021

Despite the US Federal Reserve looking to taper asset purchases, it is unlikely markets will experience another taper tantrum, and firms delivering on secular trends rema...

Funds management • 22 October 2021

Technological disruption in healthcare, finance and logistics will increase the dominance of market leaders, according to PGIM....

Funds management • 22 October 2021

A new mortgage income is looking to capitalise on the migration out of Victoria that is driving the price of residential land in Queensland....

Funds management • 22 October 2021

Global and Australian small/mid caps have outperformed its broader equity sectors, taking advantage of the post-COVID recovery....

Funds management • 22 October 2021

Investors need to engage with companies on Indigenous people’s rights to mitigate risks in their portfolio, according to the Responsible Investment Association Australasi...

Funds management • 22 October 2021

With the compensation scheme of last resort bill to be debated on soon, 73% of consumers support a compensation scheme for victims of financial misconduct, according to a...

Policy & Regulation • 22 October 2021

Superannuation funds have been in a state of regulatory flux which has prevented them from creating new products like lifetime pensions, according to Peter Rowe, general ...

Superannuation • 22 October 2021

Retirees that rely heavily on cash have conflicting goals as most want to have enough money to live on for the rest of their life, according to a panel....

Financial planning • 22 October 2021

The bill passed without amendments and industry leaders expect that planners will now be able to focus on clients without the distraction of constant regulatory change. ...

Policy & Regulation • 22 October 2021

Financial advisers will need to educate and provide rational product solutions to increase their client’s confidence in retirement, according to Generation Life....

Financial planning • 22 October 2021

The SMSF Advisers Network has continued to lose advisers and has lost 191 advisers since the start of the year, according to data....

Financial planning • 22 October 2021

The Financial Services Council chief executive, Sally Loane, will step down from the role at the end of the year after seven years at the helm....

People & Products • 22 October 2021

The Association Financial Advisers will use the Quality of Advice review to push for tweaks to the single disciplinary body and the mechanism for registration to the Tax ...

Policy & Regulation • 25 October 2021

Financial advisers are looking to alternate asset classes that do not correlate to equities but have high stable returns....

Funds management • 25 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