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Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....

Financial planning • 6 July 2021

Seven new partners have been added across its Adelaide, Brisbane, Melbourne and Sydney businesses....

People & Products • 6 July 2021

Former Association of Financial Advisers chief executive, Phil Kewin, has been appointed as chief executive of the National Insurance Brokers Association....

People & Products • 6 July 2021

Over 14,850 have now passed the exam, almost three-quarters of the advisers on the Financial Adviser Register. ...

Financial planning • 6 July 2021

Five leading asset management names have signed up to an initiative supporting the goal of net zero greenhouse gas emissions by 2050. ...

Funds management • 7 July 2021

Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...

Financial planning • 7 July 2021

Investors should look to rotate out of financials and into resources as they are “perfectly positioned” for the current market environment, according to Research Affiliat...

Financial planning • 7 July 2021

Financial services guide and statement of advice documentations, breach reporting, and applying the Corporations Act are some of the key areas where exam takers are strug...

Financial planning • 7 July 2021

COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView....

Financial planning • 7 July 2021

Clients with sustainable goals are more than twice as likely as those without to switch provider if they feel their adviser is letting them down. ...

Financial planning • 7 July 2021

Only one-third of surveyed consumers believe an advised life insurance product is better quality than an unadvised product, according to MetLife....

Life/Risk • 7 July 2021

The corporate and prudential regulators guidance on advice for superannuation trustees warns trustees about trusting financial advisers....

Financial planning • 7 July 2021

More licensee groups offering different licences for part-time advisers might help retain talent, especially those who want to balance work/family commitments, including ...

Financial planning • 7 July 2021

The first auditors in Australia to face criminal prosecution for failing to comply with auditing standards have pled guilty to the three charges against them....

Policy & Regulation • 7 July 2021

Copia has entered into an agreement with global asset manager TT International to distribute its Global Environmental Impact fund in Australia....

Funds management • 7 July 2021

Graeme Burke, co-founder of boutique investment manager Wavestone, has departed the firm after 15 years. ...

People & Products • 7 July 2021

It has added six new investment advisers that specialise in professional advice to high net worth and ultra-high net worth individuals....

People & Products • 7 July 2021

ECP Asset Management has appointed former First Sentier investment analyst, Justin Warton, to its investment team....

People & Products • 7 July 2021

Athene Holding has acquired a minority stake in Challenger for $720 million as part of its growth strategy....

Funds management • 7 July 2021

Deputy chair Peter Yates will now be chair of AIA Australia, while Theresa Gattung will be chair of AIA New Zealand....

People & Products • 7 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