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After more than a decade of growth outperformance, investment markets seem to be rotating back towards value but this is more than just a cyclical shift, writes Warryn Ro...

Expert Analysis • 1 April 2022

There are numerous risks around, writes Sarah Shaw, but the pandemic has highlighted the growing need for quality infrastructure assets....

Expert Analysis • 1 April 2022

Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it....

Expert Analysis • 1 April 2022

The changing world and dominance of Asia offers opportunities, writes Jonathan Wu, with investors encouraged to think beyond Western markets. ...

Expert Analysis • 1 April 2022

Specialist investment manager Perennial Partners has made two senior sales and distribution appointments....

People & Products • 4 April 2022

The Reserve Bank of Australia has appointed Michele Bullock as deputy governor, replacing Guy Debelle....

People & Products • 4 April 2022

PIMCO has scrapped plans to launch a listed investment trust in Australia due to insufficient demand, just two weeks after announcing its plans....

Financial planning • 4 April 2022

CPA Australia has called out Labor for failing to include more support for small businesses in Opposition leader Anthony Albanese’s Budget reply speech....

Financial planning • 4 April 2022

WealthO2 has rebranded as DASH Technology Group to reflect the firm’s future vision for the group, focusing on the whole wealth industry as well as financial advisers....

Financial planning • 4 April 2022

In response to an uptick in adviser questions about the Federal Budget, BT’s technical team have provided explanations for five of their most common queries....

Financial planning • 4 April 2022

Mason Stevens has expanded its senior management team with the appointments of Jacqueline Fernley as chief investment officer and Wayne Twomey as chief financial officer....

People & Products • 4 April 2022

DomaCom chief executive and founder, Arthur Naoumidis, has left the business in a management shake-up while former Liberal leader, John Hewson, has been appointed as a no...

People & Products • 4 April 2022

Perpetual Limited has made a conditional, non-binding indicative proposal to acquire Pendal Group Limited by way of a scheme of arrangement for $6.23 a share....

Funds management • 4 April 2022

When it comes to lifetime income there’s no one-size-fits-all approach. While some retirees might like the security of a guaranteed income stream, others may prefer to ha...

Knowledge Centre • 5 April 2022

Investors and financial planners need to look beyond the standard asset allocation choices towards alternatives such as credit instead of bonds if they want to beat infla...

Funds management • 5 April 2022

The Australian Securities and Investments Commission has banned Melbourne-based adviser Mark Christopher Babbage from providing financial services or engaging in credit a...

Policy & Regulation • 5 April 2022

With PIMCO scrapping its listed investment trust launch, fixed income vehicles could struggle to see investor demand in an environment of rising rates, according to the L...

Financial planning • 5 April 2022

The Australian Securities and Investments Commission has taken action against Macquarie Bank for failing to adequately monitor and control transactions by third parties, ...

Financial planning • 5 April 2022

Nine in 10 advised clients say they would not consider switching to digital advice while 88% of robo-advised clients would consider switching to a human adviser in the fu...

Financial planning • 5 April 2022

Defensive exchange traded funds have seen an ‘unusually large’ volume of inflows in the past week, according to ETF Securities, suggesting investors are distrustful of th...

Funds management • 6 April 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 4 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