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Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...

Financial planning • 15 July 2021

The cost of the single disciplinary body needs to be kept under control otherwise it will be another factor in driving up the cost of financial advice, according to indus...

Financial planning • 15 July 2021

Ashish Kochar will replace Amit Lodha as portfolio manager of the global equities fund who has stepped down to spend more time in India with his family....

People & Products • 15 July 2021

The corporate regulator has released guidance on how advisers should be giving records of advice provided under the temporary COVID-19 relief measure....

Financial planning • 15 July 2021

Non-bank financial services – as well as banking and insurance – are among the lowest rated industries for trust, according to Roy Morgan....

Financial planning • 16 July 2021

Fidelity believes interest rates will rise sooner than forecasts, but because of the current temporary inflation, volatility will increase and interest rates will take on...

Funds management • 16 July 2021

Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....

Funds management • 16 July 2021

Investors are concerned around the uncertainty around the tapering of quantitative easing, the tail risk of transitory inflation and the Delta COVID-19 variant, according...

Funds management • 16 July 2021

Retirees need to consider their equity allocation differently to accumulation investors, according to Martin Currie, if they want to maintain a ‘sufficient income for lif...

Financial planning • 16 July 2021

Bell Asset Management is holding an underweight to Asia-Pacific as it is struggling to find smaller companies in the region that meet its environmental, social and govern...

Funds management • 16 July 2021

The COVID-19 vaccine roll-out may be slow in Australia but exposure to one of its creators has boosted the Platinum European fund after the company’s value doubled to US$...

Funds management • 16 July 2021

Pendal has seen record performance fees on its Australian funds, rising 29% to $16.4 million in the most recent quarter. ...

Funds management • 16 July 2021

There needs to be careful consideration on whether Treasury has the skill set and expertise to perform the Financial Adviser Standards and Ethics Authority functions and ...

Financial planning • 16 July 2021

Current environmental, social and governance funds that only screen out negative industries and are heavy on technology have “hamstrung” advisers looking for sustainable ...

Financial planning • 16 July 2021

More trustees are willing to seek professional advice than before the COVID-19 pandemic, but that has not resulted in physical uptake, according to research from Investme...

Financial planning • 16 July 2021

The number of advisers has slightly stabilised after a couple of busy weeks at the end of the financial year, with numbers looking more optimistic in the coming weeks, ac...

Financial planning • 16 July 2021

The Commonwealth Director of Public Prosecutions has determined that no charges should be brought to AMP Financial Planning for its conduct into the alleged fees-for-no-s...

Financial planning • 16 July 2021

Draft legislation for the compensation scheme of last resort and financial accountability regime will be introduced, as well as a report from the corporate regulator on t...

Policy & Regulation • 16 July 2021

The exchange traded fund provider has added Wilson O’Fee and William Taylor to its sales and portfolio management teams....

People & Products • 19 July 2021

As the Reserve Bank of Australia vows to hold off extending bond yields beyond 0.10% after April 2024, First Sentier believes an earlier move cannot be ruled out....

Financial planning • 19 July 2021
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 4 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 4 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....

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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 5 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 ...

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