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Helen Morgan-Banda has been chief executive for the Law Society of New Zealand and the Royal New Zealand College of General Practitioners, and held corporate affairs posi...

People & Products • 26 July 2021

Dante De Gori will step down as chief executive from the Financial Planning Association of Australia after six years at the helm. ...

Financial planning • 26 July 2021

Global fixed income markets will see a repeat of Q2 performance in the second half of the year, according to Brandywine Global Investment Management, due to a lack of mar...

Funds management • 27 July 2021

The adviser software service has launched the ‘Your Life’ module to help advisers with the fact find process....

Financial planning • 27 July 2021

Fidelity International has announced an introduction of the new global policies on climate change and gender diversity....

Funds management • 27 July 2021

The Stockbrokers and Financial Advisers Association has criticised the latest regulatory levy, saying the sector only receives 0.6% of all complaints. ...

Financial planning • 27 July 2021

After changes to financial planning in the UK, the industry experienced somewhat of a value downturn in the industry but then quickly turned around and saw significant gr...

Financial planning • 27 July 2021

AMP will be increasing the fees it charges to its advice practices incrementally from 1 January, 2022, and does not believe the increase will flow on to clients. ...

Financial planning • 27 July 2021

Royce Investment Partners, part of Franklin Templeton, has entered the Australian retail investment market with the launch of a global small-cap fund....

Funds management • 28 July 2021

Super funds should look at allocate between 10% to 12% to private capital but high fees mean this is unlikely to come to pass, according to the Australian Investment Coun...

Superannuation • 28 July 2021

Concerns about regulatory threats towards Alibaba has led Munro Partners to close the position in its global fund, having been its largest holding less than a year ago....

Funds management • 28 July 2021

Digital advice is essential to servicing the unmet advice gap but making the platforms simple is the biggest challenge, according to a panel. ...

Financial planning • 28 July 2021

Financial advisers need to make sure all their new regulatory requirements are in place by October to avoid any scrutiny from the regulators, even if they aren’t receivin...

Policy & Regulation • 28 July 2021

Indirect costs associated with the corporate watchdog’s levy has risen to $24.5 million and these costs are closely related to the increased spending on litigation fundin...

Financial planning • 28 July 2021

There has been a growing interest in engagement with superannuation along with positive attitudes towards the super guarantee increase and higher contribution caps, among...

Superannuation • 28 July 2021

It has appointed Odette Linnett as investment director, Carolyn van Leuven as senior advisor, and Mathew Pirotta as associate....

People & Products • 28 July 2021

The corporate regulator’s RG 275 will cover all requirements for the implementation the new deferred sales model for add-on insurance, including any exemptions....

Policy & Regulation • 28 July 2021

FE fundinfo announces they have partnered with the leading Australian provider of corporate trustee services, Perpetual Corporate Trust, to provide DDO digital solutions ...

Knowledge Centre • 28 July 2021

Frontier has appointed Meirine Giggins as a senior consultant as the firm looks to grow its presence in the endowments, wealth management and family office space. ...

People & Products • 29 July 2021

Almost 45% of financial advisers are using managed accounts as a way to alleviate compliance burdens, according to a report. ...

Financial planning • 29 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...

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So we are now underwriting criminal scams?...

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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