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Setting a target retirement date is no longer the most effective way to plan for retirement savings, according to American Century, as more people take a ‘phased retireme...

Financial planning • 19 July 2021

There is a “seismic shift” among industry super funds to focus on carbon reporting, according to Research Affiliates, as Australia wakes up to it lagging behind the rest ...

Superannuation • 19 July 2021

While 96% of grandfathered conflicted remuneration arrangements have been terminated by the start of 2021, eight product issuers still have grandfathered benefits on 46 p...

Financial planning • 19 July 2021

The roles of the adviser and licensee may need to be more clearly defined for the individual adviser registration regime to properly function. ...

Financial planning • 19 July 2021

There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...

Financial planning • 19 July 2021

Former First State Super chief executive and Order of Australia recipient, Michael Dwyer, has been appointed as chair of Bennelong Funds Management Group and Bennelong Fu...

People & Products • 19 July 2021

Catherine Kovacs will serve as a member of the audit, risk and compliance committee on the platform provider’s board....

People & Products • 19 July 2021

The application follows an investigation by the corporate regulator after concerns unlicensed financial services were being conducted during the COVID-19 pandemic when mo...

Policy & Regulation • 19 July 2021

Pengana Capital has appointed a second manager to its High Conviction Equities fund. ...

People & Products • 19 July 2021

The platform provider has appointed Darren Stevens to the newly-created role where he will lead strategic product development initiatives....

People & Products • 19 July 2021

A draft amendment will look to facilitate incorporation of course approvals into the legislative instrument. ...

Financial planning • 19 July 2021

Stuart Dear has been promoted to lead the fixed income team and will be responsible for $6 billion in funds under management....

People & Products • 19 July 2021

Peter Worn and Aron Satchell have announced they have expanded Finura Group’s reach into technology consultancy by launching its independent wealth technology advisory ar...

Financial planning • 20 July 2021

The gap between the best and worst-performing managers narrowed in the last financial year with the median Australian equity manager outperforming the index. ...

Funds management • 20 July 2021

The internal dispute resolution reporting documents have been released ahead of the pilot test which will launch later this year....

Policy & Regulation • 20 July 2021

The top 20 performing balanced options all returned over 18% to their members over the year, according to SuperRatings....

Superannuation • 20 July 2021

The paper has outlined what should be included in a retirement income strategy plan developed by trustees to assist members in achieving retirement income needs....

Superannuation • 20 July 2021

A video detailing the Liberal Government’s “unfair” treatment of financial advisers has been launched and suggest for clients to tell the government to stop supporting ba...

Financial planning • 20 July 2021

Magellan chair Hamish Douglass has hit out at “arrogant” asset managers who are seeking to control net zero emissions in their portfolios although it could offer a low ca...

Funds management • 20 July 2021

Any wrongdoing by advice providers working outside the licencing regime will see financial planners bear the brunt of their actions, according to an association....

Financial planning • 20 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 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....

1 week 6 days 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 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 ...

2 weeks 3 days ago