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With so much at stake the Financial Adviser Standards and Ethics Authority needs to provide proper clarity on pathways for advisers who do not pass the exam this year....

Editorial • 11 June 2021

Foreign financial services providers will continue to have relief from holding an Australian financial service licence as the deadline has been extended to 31 March, 2023...

Policy & Regulation • 11 June 2021

Although share dividends have recovered from the lows in the pandemic, there is a further potential for ‘upside surprise’ in some sectors, according to Ausbil Investment ...

Funds management • 15 June 2021

The Financial Planning Association of Australia has been selected by the Government to run a $1.5 million scholarship programme to encourage and assist women to enter fin...

Financial planning • 15 June 2021

Platinum has increased the level of shorting in its International fund in anticipation of future market struggles and is staying more “alert to risk” in light of speculat...

Funds management • 15 June 2021

The loss of Boe Pahari from AMP Capital is giving rise to concerns about staff retention on its infrastructure team. ...

Funds management • 15 June 2021

The Government is allowing financial advisers to issue their fee disclosure statements 60 days from the anniversary date for the transition period. ...

Financial planning • 15 June 2021

Administration and compliance accounts for nearly 30% of all financial adviser work tasks and those factors along with education requirements look to be barriers to busin...

Financial planning • 15 June 2021

Career break is unlikely to be a reason to give relief on professional standards, according to guidance from the corporate regulator, and an industry association has call...

Financial planning • 15 June 2021

WT Financial Group Limited, the ASX-listed parent company of national financial advisory dealer group Wealth Today, has entered into an agreement to acquire 100% of its i...

Financial planning • 15 June 2021

The corporate regulator has clarified in its guidance that it does not have any powers to give exemptions or modifications and has clarified fixed-term definitions....

Financial planning • 15 June 2021

It comes only nine months after the launch of the second Private to Public Opportunities fund....

Funds management • 16 June 2021

The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy and financials less likely to outperform. ...

Funds management • 16 June 2021

The bill to allow non-concessional contributions of up to $300,000 for those under 67 is set to pass the Senate today but, if it does not, advisers should ensure clients ...

Superannuation • 16 June 2021

With the end of the financial year coming up, financial advisers need to have indexation, the downsizer contribution, bring-forward contributions, Pension Loans Scheme el...

Financial planning • 16 June 2021

The Listed Investment Companies and Trusts Association has disputed claims made by Monash Investors that the closed-ended structure is difficult to run, indicating the st...

Funds management • 16 June 2021

The group that just acquired Sentry is looking to continue its expansion to become one of the biggest mid-tier independent financial planning groups by organic growth and...

Financial planning • 16 June 2021

While a fixed-term fee agreement is a valid alternative for advisers finding difficulty in the ongoing fee arrangement requirements, they need to ensure their fee chargin...

Financial planning • 16 June 2021

Permanently banned former financial adviser, Robert Hutchison, failed to appear at an Administrative Appeals Tribunal directions hearing....

Financial planning • 16 June 2021

The first phase has seen 38,827 client accounts and approximately $5 billion in funds under administration migrated to the new system. ...

Financial planning • 17 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