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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

Zeroing out carbon dioxide emissions from the global energy sector is not only possible, it is now a reality, according to Calvert Research and Management....

Funds management • 17 June 2021

Almost three-quarters of respondents believe inflation is only transitory, according to a Bank of America survey, and that inflation expectations have peaked while tech w...

Funds management • 17 June 2021

SG Hiscock has said the suburban office markets and the office market in Perth currently offer more attractive prospects for investors than the traditional key markets of...

Funds management • 17 June 2021

Industry Super Australia has called on the Senate to agree to amendments in the Your Future, Your Super bill to prevent workers being trapped in underperforming products....

Superannuation • 17 June 2021

At a time when there are increasing super fund mergers, Milford Asset Management is considering building on its KiwiSaver success in New Zealand to break into the superan...

Superannuation • 17 June 2021

With the ongoing fee arrangement obligations coming into place in two weeks, the corporate regulator needs to explain its guidance surrounding ‘consent’ on the payment of...

Financial planning • 17 June 2021

Sean West from Macquarie and Justin Delaney from Zurich have been appointed to the board of directors....

People & Products • 17 June 2021
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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...

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So we are now underwriting criminal scams?...

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

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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...

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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 ...

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