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Holly Grofski has been banned by the corporate watchdog after the firm failed to comply with Australian financial services licence conditions. ...

Funds management • 28 May 2021

When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...

Financial planning • 31 May 2021

Emma Curtis has been appointed as lead ombudsman for insurance and Suanne Russell as lead ombudsman for small business....

People & Products • 31 May 2021

Inflation is likely to be more volatile than in previous history, according to Antipodes, forcing investors to consider how much they pay for bond-like equities....

Financial planning • 31 May 2021

KKR’s bid to purchase PEXA for $3 billion expired on Sunday and shareholders were looking to raise $1.18 billion for the initial public offering....

Superannuation • 31 May 2021

As advisers are steadily continuing to exit the industry leaving more advice roles in supply, practices will need to offer work flexibility and a desirable culture to lur...

Financial planning • 31 May 2021

The burden of the Financial Adviser Standards and Ethics Authority’s requirements combined with the high costs imposed by the Australian Securities and Investments Commis...

Financial planning • 31 May 2021

Following the bookbuild process from a surprise bid from KKR last week, Link Group has determined the private equity consortium’s bid for Link last year undervalued the f...

Superannuation • 31 May 2021

CountPlus Limited has announced a 51% investment in boutique provider of paraplanning, technology and administration support services, Wealth Axis. ...

Financial planning • 31 May 2021

Tomomi Shimada has been appointed as lead APAC sustainable investing strategist for JP Morgan Asset Management....

People & Products • 31 May 2021

Vivek Prabhu, Head of Fixed Income at Perpetual explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Inc...

Knowledge Centre • 31 May 2021

Help give your clients the returns they need. Adding commercial property into their portfolio mix could be worth considering. Discover the rules here....

Knowledge Centre • 31 May 2021

The acquisition has doubled the size of the IOOF business to $494 billion in funds under management and will see a single senior leadership and management structure in pl...

Financial planning • 31 May 2021

Environmental, social and governance investing needs more rigorous standards to ensure their disclosures are accurate, according to Stoic Venture Capital....

Funds management • 1 June 2021

Hybrids had less risk than equities, discretionary distributions and could be converted into equity by the issuer or regulator, according to Evergreen....

Funds management • 1 June 2021

The opportunities in social infrastructure are set expand in a post-pandemic world, offering investors in the retirement stage a stable income....

Funds management • 1 June 2021

BlackRock, NAB, Westpac and Vanguard are among the other highly-rated financial services organisations, according to Super Recruiters’ Network Investor Perception Ranking...

Financial planning • 1 June 2021

There are four funds set to benefit from the completion of the acquisition of MLC Wealth by IOOF from National Australia Bank, which makes it Australia’s largest wealth m...

Funds management • 1 June 2021

The rising cost of financial advice along with a change in demographics has led to more clients only wanting advice to solve particular issues rather than ongoing advice....

Financial planning • 1 June 2021

The Australian Prudential Regulation Authority will start collecting data on annual payments to industry associations by registrable superannuation entities from 1 July, ...

Superannuation • 1 June 2021
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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago