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The corporate regulator has cancelled the Australian financial services license for Gold Coast-based Trade Wind Financial Services and banned its former adviser, Adam Bev...

Financial planning • 21 July 2021

The Global Core Impact Bond strategy will offer an actively managed, multi-currency global bond portfolio that invests across global fixed income markets....

Funds management • 22 July 2021

Real Asset Management has announced it has joined the Responsible Investment Association Australasia....

Funds management • 22 July 2021

The volume of IPOs increased by more than five times in the first half of 2021, evidence that the market sentiment is rebounding, with a further 42 planned for the rest o...

Funds management • 22 July 2021

Analysis of around 5,000 statements of advice found not one adviser mentioned home equity release or reverse mortgage strategies....

Financial planning • 22 July 2021

Despite the credible complaint against him, the former AMP employee who accused Boe Pahari of sexual harassment says female employers at the firm expected her to return t...

Financial planning • 22 July 2021

Financial planning students are frustrated the industry does not have graduate or internship programs to pave careers in advice....

Financial planning • 22 July 2021

As part of the acquisition process, former ME Bank director Deborah Kiers will join the Bank of Queensland’s board of directors, replacing Kathleen Bailey-Lord....

People & Products • 22 July 2021

The infrastructure sector will play a key role in the move to net-zero emissions and lead global industry in decarbonisation, according to ClearBridge Investments. ...

Funds management • 22 July 2021

Edward Eason, former chief financial officer of Commonwealth Bank’s enterprise services, has been appointed managing director of Yarra Capital Management....

People & Products • 22 July 2021

State Street is set to launch a private markets solution for institutional investors as it acquires solutions and data management provider Mercatus....

Financial planning • 22 July 2021

Gore was sentenced for self-managed super fund fraud last year and will be tried next month for three further charges....

SMSF • 22 July 2021

Lumiant will delete all material related to its Confidence Questionnaire off its platform and will inform all clients of the breach....

Financial planning • 22 July 2021

Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....

Financial planning • 23 July 2021

The Reserve Bank of Australia is six months ahead of the Federal Reserve, according to J.P. Morgan Asset Management, meaning interest rates could rise as early as 18 mont...

Funds management • 23 July 2021

The prohibition of hawking superannuation funds only applies to offers made to retail clients, according to the corporate regulator....

Superannuation • 23 July 2021

Microsoft is as close to a staple as you can find today and there are better opportunities than buying a bond, according to Munro Partners....

Funds management • 23 July 2021

If there is a post on a superannuation fund’s social media platform from a member about withdrawing communication consent, then the fund must take steps to ascertain the ...

Superannuation • 23 July 2021

Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation...

Funds management • 23 July 2021

The rise in financial planners selling their business after the Royal Commission has led to a financial planning consultancy firm to launch an ‘exit strategy’ program....

Financial planning • 23 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