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The Government has released the consultation draft of the super co-contribution regulations....

Superannuation • 5 January 2022

Multi-boutique asset management firm, Pacific Current Group, has acquired a 35% stake in the US-based private equity real estate firm, Banner Oak Capital Partners....

Funds management • 5 January 2022

The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...

Financial planning • 5 January 2022

The Australian Securities and Investments Commission ended 2021 with a raft of fines, bannings, licence cancellations, and a bankruptcy notice....

Financial planning • 5 January 2022

The Financial Services and Credit Panel now has its own statutory functions and powers, while tax financial advisers have new requirements. ...

Financial planning • 5 January 2022

Margaret Cole says the pressure on trustees from the 2021 Choice Heatmap will lead to the removal of weaker performing products and drive better returns and transparency ...

Superannuation • 5 January 2022

The cost to sit the financial adviser exam will be higher than initial estimates as it moves to being run by the corporate regulator and any Standard 3 amendment responsi...

Financial planning • 5 January 2022

A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....

Financial planning • 5 January 2022

The Investor Confidence Index dropped 25.9 points in December due to the Omicron emergence and the hawkish pivot from the US Federal Reserve....

Funds management • 5 January 2022

While certain areas of emerging markets have brightening prospects, the threat of problems and regulatory uncertainty in China meant it is still worth being wary of the m...

Funds management • 6 January 2022

Fund groups offering protection from rising prices or exposure to socially responsible investing saw the highest inflows in 2021....

Funds management • 6 January 2022

The search for a new chief executive at Magellan will begin this month with chair Hamish Douglass denying he will be stepping back into his former role....

Funds management • 6 January 2022

The use of financial technology is imperative for advisers to have a client-centric focus during meetings and create an engine for business growth, according to Astute Wh...

Financial planning • 6 January 2022

Advisers need to leave the noise of 2021 in the past and focus on growth, recruitment, and building efficiencies in their businesses, according to Countplus....

Financial planning • 6 January 2022

The voluntary super contributions jumped almost 30% due to a greater engagement with super during the COVID pandemic....

Superannuation • 6 January 2022

Investors’ weightings to China assume an “overly negative economic outlook”, according to BlackRock, which is unlikely to occur as last year’s tensions begin to dissipate...

Funds management • 7 January 2022

Purely focusing on the companies which pay out the most dividends can leave investors lagging behind and missing out on growth opportunities, according to Redpoint....

Funds management • 7 January 2022

The Magellan Global fund’s conservative approach is like being the “designated driver at a wild party” but chairman Hamish Douglass is optimistic this year will be a bett...

Funds management • 7 January 2022

Despite the Your Future, Your Super performance test’s focus on fees and performance, superannuation funds need to focus on retirement outcomes and benefits for members, ...

Superannuation • 7 January 2022

A portfolio tracking error of 2% to 3% is the sweet spot for superannuation funds with the luxury of an eight-year investment time horizon for their active risk, accordin...

Superannuation • 10 January 2022
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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