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The Your Future, Your Super performance test will only disclose to superannuation funds whether they had passed or failed and would not give any value indications. ...

Superannuation • 26 August 2021

There are likely to be fewer listed investment vehicles coming to market, according to one of Australia’s oldest listed investment companies, as they find it hard to cove...

Funds management • 26 August 2021

The fear of technology is dissipating for advisers but those who use it best will replace those that do not, according to Financial Simplicity, as clients seek a bespoke ...

Financial planning • 26 August 2021

Decoupling those elements of the advice process can help prevent overburdening the client relationship and help them to engage easier....

Financial planning • 26 August 2021

Revenue growth on advice fees has helped Centrepoint Alliance return to profitability in FY21 after reporting a loss in the previous year as the firm moves to acquire Cle...

Financial planning • 26 August 2021

The corporate watchdog has confirmed it will use 80% of its funding towards enforcement, supervision, and surveillance activities for financial year 2021-22....

Financial planning • 26 August 2021

The firm posted an underlying profit after tax increase of 19.2% despite drops in revenue for advice and investment management for FY21....

Funds management • 26 August 2021

The impact of COVID-19 on the European part of business combined with regulatory changes in retirement and superannuation solutions drove down overall revenue 6% for FY21...

Financial planning • 26 August 2021

SG Hiscock & Company has appointed Sophie Smith as investment analyst to the recently-launched SGH Medical Technology fund....

People & Products • 26 August 2021

The first penalty of its kind, the penalty relates to allegations from the corporate regulator in 2019 that the big four bank issued defective fee disclosure statements t...

Financial planning • 26 August 2021

Exchange traded fund investors are expected to approach gender parity in the next five years as the number of female investors steadily grows. ...

Funds management • 27 August 2021

With women appointed to the boards of Silver Lake Resources and Chalice Mining, there is no longer a company on the ASX 200 with an all-male board....

Funds management • 27 August 2021

The last ASX 200 company to appoint a female director has seen its share price rise 348% over the past year, as the Australian Institute of Company Directors praises the ...

Funds management • 27 August 2021

While investment market performance boosted the industry’s financial performance to $1 billion in FY21, individual disability income insurance continued to report losses....

Life/Risk • 27 August 2021

Ahead of the Federal Reserve’s Jackson Hole symposium, high inflation might still present opportunities in small caps and in value stocks, according to American Century....

Funds management • 27 August 2021

A shift in consumer attitudes to responsible investing has boosted the financial performance of Australian Ethical as it embarks on an “once-in-a-business-lifetime” aggre...

Funds management • 27 August 2021

Once used as tactical instruments in a portfolio, exchange traded funds have evolved low-cost ways to build a portfolio....

Funds management • 27 August 2021

There is a strong likelihood that complaints regarding inappropriate advice will be resolved by agreement rather than a decision against the advisers, according to the Au...

Financial planning • 27 August 2021

Count Financial is offering fee discounts of $10,000-$15,000 per adviser to compete against rivals in recruitment as adviser departures weigh on its financial year result...

Financial planning • 27 August 2021

Business growth has been challenged by regulatory noise, and statements of advice are the most burdensome compliance regime, according to a panel....

Financial planning • 27 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 1 day 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 1 day ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 3 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 2 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 ago