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Several funds will benefit from holding onto the buy now/pay later firm as it is set to be part of the largest corporate acquisition in Australian history. ...

Funds management • 3 August 2021

Maintaining education and professional development requirements will make it hard for women to stay in the industry if they need to take time off to start a family, accor...

Financial planning • 3 August 2021

Existing clients should be asked whether they see value in financial advice reforms and whether they are happy to be paying more for those protections, the Association of...

Financial planning • 3 August 2021

North Coast Financial Services’ director Timothy Parry and officer Damian Price have been banned by the corporate watchdog after they were found to have breached their du...

Financial planning • 3 August 2021

Investing with an ESG focus in mind, writes David Smith, is no longer a ‘nice to have’ for investors and can lead to better performance over the long-term....

Tools & guides • 3 August 2021

Tools such as text mining of shareholder reports are used to determine if a firm is making unsubstantiated claims about its ethical and environmental practices. ...

Funds management • 4 August 2021

The ongoing global recovery and accommodative policies of major central banks should support risk markets in the near term, according to Morgan Stanley....

Funds management • 4 August 2021

Markets are being overly pessimistic about the future of retail, according to Airlie, as there are opportunities still in play for retail growth after the pandemic....

Funds management • 4 August 2021

The life insurer’s board has assessed that it will “not be appropriate” to repay JobKeeper funds after its 2020 calendar year net profit declined $4.6 million from the pr...

Life/Risk • 4 August 2021

The ‘big end of town’ which caused the regulatory burden should be forced to pay their share of levy costs, according to The Advisers Association, even if they have left ...

Financial planning • 4 August 2021

While the authority argues the high pass rate shows it is an achievable exam for “competent” advisers and has been a boost for consumer confidence in the industry, data s...

Financial planning • 4 August 2021

John Shuttleworth has been appointed to lead Centrepoint Alliance in its next phase of growth as it focuses on expanding its offering and digitising key services....

People & Products • 4 August 2021

Nathalie Wallace has been appointed from a Natixis affiliate and will be responsible for growth in all aspects of sustainable investment....

People & Products • 4 August 2021

ANZ has appointed former Colonial First State Global Asset Management executive, Christine O’Reilly, as a non-executive director, bringing the firm’s female board represe...

People & Products • 4 August 2021

Chris Durack will leave the firm at the end of October after a decade and Susan Soh will be the sole head of Schroders’ APAC business....

People & Products • 5 August 2021

Jo-Anne Bloch has been appointed as independent non-executive director of Colonial First State Investments Limited and Avanteos Investments Limited....

People & Products • 5 August 2021

The opposition has backed the recommended two-year review of the bill as it can’t be “set and forget” and the Government’s management of standards reform has been a “trai...

Financial planning • 5 August 2021

Giving once-off advice is still costly for advisers to provide and will not solve the pricing issue which has come out of the rising cost of advice....

Financial planning • 5 August 2021

If there was an Olympics Games for failure, the implementation of the Financial Adviser Standards and Ethics Authority would be a finalist, according to a Labor MP....

Financial planning • 5 August 2021

A review from the corporate regulator of the six largest financial services institutions shows they have collectively paid or offered $1.86 billion in compensation for fe...

Policy & Regulation • 5 August 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