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When running an advice practice, writes Craig West, it is prudent to think about how to exit it in the best possible way from the beginning....

Expert Analysis • 25 June 2021

Phil Anderson writes how advisers can be supported in the in the run up to the FASEA exam deadline as this can be a stressful period for those yet to pass....

Expert Analysis • 25 June 2021

The COVID-19 pandemic tested traditional asset allocations and portfolio builds, writes Chris Dastoor, so what lessons have been learnt a year on?...

Features • 25 June 2021

After decades of underperformance, value is seeing a turnaround and outpacing growth stocks for the first time in years, writes Laura Dew....

Features • 25 June 2021

Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....

Features • 25 June 2021

While the extension provides some leeway for advisers who have not passed the Financial Adviser Standards and Ethics Authority exam this year, clarity is needed on whethe...

Editorial • 25 June 2021

The total real estate assets under management of Australian managers hit $307.4 billion in 2020 and were 2.7% down compared to the prior year. ...

Funds management • 25 June 2021

Financial adviser Hannah Jennings has been banned after the corporate regulator found she was inappropriately recommending clients double gearing strategies....

Financial planning • 25 June 2021

The boost in activity in the housing market will improve the outlook for bank credit growth and earnings, according to Martin Currie Australia....

Funds management • 28 June 2021

Listed investment companies will be under the spotlight as Wilson Asset Management lists its Strategic Value (WAR) fund on the Australian Securities Exchange today....

Funds management • 28 June 2021

Super funds have delivered over $300 billion to members in the FY2021, according to preliminary data from SuperRatings....

Superannuation • 28 June 2021

Investors are likely to need guidance from an adviser on balancing risks if they want to achieve a desired 13% annual return in post COVID-19 markets, according to Natixi...

Financial planning • 28 June 2021

The insurer has dodged questions over the dismal of former CEO Pat Regan, who was let go last year after an investigation into workplace communications....

Policy & Regulation • 28 June 2021

Licensees that have a cheap licencing offering are likely to be committing regulatory arbitrage which potentially puts advisers and consumers at risk, according to CountP...

Financial planning • 28 June 2021

Fund administrator Mainstream has terminated its scheme implementation deed with SS&C after it failed to beat an offer by Apex....

Financial planning • 28 June 2021

The Australian Securities and Investments Commission has cancelled the Australian financial services licence of BBY Limited, effective 24 June, following the earlier susp...

Financial planning • 28 June 2021

A rising inflation environment could benefit value stocks in the near term but, if inflation passes 4%, then it could start to ‘choke’ equities, according to T. Rowe Pric...

Funds management • 29 June 2021

The number of advisers who use exchange traded funds has more than doubled over the last decade, according to BetaShares and Investment Trends. ...

Funds management • 29 June 2021

The profitability of asset managers is likely to see a “dramatic” change in the next five years, according to EY, as inflows are forecast to fall to around 2% per annum. ...

Funds management • 29 June 2021

More Australians retirees having higher super balances and the decline in the proportion of retirees reliant on the Age Pension will mean retirees will rely on super for ...

Superannuation • 29 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