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When used for diversification purposes in a portfolio, writes Richard Quin, global credit can offer higher income for investors with less risk than equities....

Tools & guides • 15 February 2022

The Advisers Association has announced the appointment of Bill Beimers as its new chair....

People & Products • 16 February 2022

Fund selectors globally are expecting to see long-term returns of 7.8%, far less than the 14.5% that clients are expecting to see, as they foresee a difficult market envi...

Funds management • 16 February 2022

The Australian Finance Industry Association has opposed the Australian Securities and Investments Commission’s proposal to lower the consumer compensation threshold from ...

Financial planning • 16 February 2022

Relying on the life tables as a framework for a person’s longevity is potentially misleading and a wasted opportunity, according to the founder of the life expectancy ser...

Financial planning • 16 February 2022

The Financial Services Council is calling on the Australian Securities and Investments Commission to include a 12-month transition period for licensees to adjust to chang...

Financial planning • 16 February 2022

Following the release of the Senate Economic Legislation Committee’s Compensation Scheme of Last Resort report, the Financial Planning Association of Australia is once ag...

Financial planning • 16 February 2022

4D Infrastructure has appointed Matt Dell to the newly-created role of investment specialist, focusing on the firm’s marketing and distribution efforts....

People & Products • 17 February 2022

Kaplan has launched a short course specialising in trauma and mental health, suitable for client-facing roles such as financial advisers and stockbrokers....

Financial planning • 17 February 2022

The number of intermediaries using Netwealth has risen by 9.1% as it plans upgrades to better service the affluent and high-net-worth markets....

Financial planning • 17 February 2022

JANA has appointed five new department heads as part of its leadership structure consolidation following the appointment of three general managers late last year....

People & Products • 17 February 2022

Wealth02 has merged with two software specialists to create a firm which can provide solutions throughout the adviser experience rather than be a product-style platform....

Financial planning • 17 February 2022

Advisers could start losing clients if they fail to demonstrate adequate commitment to environmental, social, governance (ESG) investing....

Financial planning • 17 February 2022

The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research....

Financial planning • 17 February 2022

The Corporations Act has become very operational and specific in how outcomes should be delivered to clients, rather than principle based which is not helping the advice ...

Financial planning • 17 February 2022

Challenger has signed a non-binding memorandum of understanding with Apollo Asset Management to improve its retirement offering in Australia. ...

Funds management • 17 February 2022

CountPlus has announced that a new employment agreement with its chief executive and managing director, Matthew Rowe, will not be entered. ...

People & Products • 17 February 2022

AUSTRAC has ordered the appointment of an external auditor to three entities within the Bell Financial Group to investigate whether it has met requirements under two anti...

Policy & Regulation • 17 February 2022

Aware Financial Services Australia Limited has been ordered by the Federal Court to pay a $20 million penalty for charging over 25,000 customers fees for financial servic...

Policy & Regulation • 17 February 2022

The SupaWomen campaign aims to help women obtain superannuation during parental leave and ensure they have access to education to learn about investing for retirement....

Superannuation • 18 February 2022
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 5 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 4 days ago