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Advisers will not be as disadvantaged as they are when a complaint is made if the corporate watchdog placed more responsibility back on consumers, a financial adviser bel...

Financial planning • 9 December 2021

With many advisers having now passed the Financial Adviser Standards and Ethics Authority exam, now is the time to think about business expansion....

Financial planning • 9 December 2021

IOOF has consolidated its legacy platforms onto its superannuation and investments platform which now has $41 billion in funds under administration....

Financial planning • 9 December 2021

The corporate watchdog’s civil penalty proceedings against ANZ mark the final investigation arising from matters considered by the Financial Services Royal Commission....

Financial planning • 9 December 2021

The Financial Planning Association of Australia has appointed Sarah Abood as its new chief executive, replacing Dante De Gori....

People & Products • 9 December 2021

If elected, a Labor government would assume that a decade of experience was worth at least a degree and would scrap the degree requirement for those advisers....

Financial planning • 9 December 2021

Two exchange traded funds focused on electric vehicles and digital payments would list on the Australian Securities Exchange this month....

Funds management • 10 December 2021

Platinum has increased its cash weighting on its International fund to 34% as it is fearful of an impending market correction. ...

Funds management • 10 December 2021

The Pendal Global Select fund has identified three global megatrends which have accelerated since the pandemic and which it believes will drive global equities performanc...

Funds management • 10 December 2021

In the last Investment Centre newsletter for 2021, Money Management looks back at events that shaped markets this year. ...

Funds management • 10 December 2021

The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Grou...

Financial planning • 10 December 2021

Managing compliance and regulatory changes have emerged as the top operational challenges for Australian financial advice firms, according to Dimensional Fund Advisors....

Financial planning • 10 December 2021

The firm has increased exposure to the stock as it believes offers “quality, growth and value in one” which presents an attractive opportunity....

Funds management • 10 December 2021

Industry associations have welcomed Labor’s election promise on education requirements for advisers and the Association of Financial Advisers say it will help thousands o...

Financial planning • 10 December 2021

There is a “reimagined role” for financial advisers where incorporating money coaching to the financial advice process could lead to demonstrable value for advisers and c...

Financial planning • 10 December 2021

Many advisers, who formally ceased on the Australian Securities and Investments Commission’s adviser register over the past couple of weeks, have landed at the new licens...

Financial planning • 10 December 2021

Scott Hartley, AMP Australian Wealth Management chief executive, has been appointed to the Financial Services Council board of directors along with Challenger executive, ...

People & Products • 10 December 2021

Only 52% of advisers passed the final exam before the 1 January, 2022 deadline, with just under 18,000 having passed the exam in total....

Financial planning • 10 December 2021

The Australian Securities and Investments Commission has warned super funds to better explain income protection insurance as it can dwindle super balances for particular ...

Superannuation • 10 December 2021

The corporate regulator has signed a new memorandum of understanding with the Croatian Financial Services Supervisory Agency regarding alternative investment funds....

Policy & Regulation • 13 December 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 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 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 5 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 5 days ago