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Advisers have been advised to refrain from making changes to increase the number of members in self-managed super funds due to an implementation delay by the Australian T...

Superannuation • 2 July 2021

This week accounting-based advisers dominated adviser losses as many did not want to pay additional levies by the corporate regulator, and AMP FP regain its top spot as l...

Financial planning • 2 July 2021

The big four bank will remediate customers of its financial advice business for failure to notify them of corporate actions between 2005 to 2019....

Financial planning • 2 July 2021

The corporate regulator’s consultation found that limited advice is too costly to provide and there is a lack of demand for digital advice....

Financial planning • 2 July 2021

Redpoint Investment Management has appointed Nick Ying as portfolio trader and Tao Chen as quant developer....

People & Products • 2 July 2021

With Australian and US markets at all-time highs, Asian small caps offer the best growth opportunities, according to Wattle Partners....

Funds management • 5 July 2021

While interest rates remain manageable and rich valuations are not seen as reason to sell, adding money in some parts of the market does not seem attractive, according to...

Funds management • 5 July 2021

It aims to be the most comprehensive environmental, social and governance rating index on the market, which will help advisers better navigate responsible investment opti...

Financial planning • 5 July 2021

While Wilson Asset Management is seeking mispricing opportunities in the listed investment company space, this does not necessarily mean those selected are underperformin...

Funds management • 5 July 2021

The biggest challenge facing the advice industry is getting out of the ‘siege mentality’ brought on by reforms and failing to look towards growth, an advisory firm believ...

Financial planning • 5 July 2021

The pair have a combined 45 years’ industry experience and will work on the firm’s global equity and global sustainability funds. ...

People & Products • 5 July 2021

Property development might be an attractive option for self-managed super funds but it can lead to a compliance minefield if done incorrectly, Andrew Yee writes....

Tools & guides • 5 July 2021

Learn how the BlackRock High Conviction Australian Equity Fund provides a differentiated approach to investing. Hear from the team on the trends they’re watching to help ...

Knowledge Centre • 5 July 2021

Colonial First State has made a number of senior appointments in the lead up to its separation from the Commonwealth Bank....

People & Products • 5 July 2021

While gold and silver exchange traded funds were all the rage last year during the height of COVID-19, investors turned towards battery technology and robotic ETFs this y...

Funds management • 6 July 2021

The new tool will aim to provide ability target market determinations, ahead of the design and distribution obligations legislation. ...

People & Products • 6 July 2021

Magellan has improved its female board representation but remains below the 30% target while Macquarie has been recognised as the top financial firm, according to the Aus...

Funds management • 6 July 2021

Centrepoint Alliance has lost most of the adviser roles it expects to lose and it expects only a small cohort to drop-off at the end of the year....

Financial planning • 6 July 2021

The bank will sell its life insurance arm to Fidelity Life Assurance Company in its latest step to simplify the business....

Life/Risk • 6 July 2021

Advisers are grappling with the ‘scarcity of sustainability’ in portfolios as they find a smaller universe of investments for clients seeking sustainable options....

Financial planning • 6 July 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