Addressing longevity risk in the Retirement Income Covenant is a tougher nut to crack for superannuation funds than the mandate for funds to mitigate investment and infla...

Vanguard has made several leadership changes to its distribution team including a head of financial adviser services....

Westpac-subsidiary BT Funds Management has been fined $20 million for incorrectly charging commission payments to certain superannuation fund members....

Financial advisers need a break to digest regulation and focus on their business without waiting for the “next regulatory hit”, according to shadow minister for financial...

BetaShares has opened an office in Perth with former financial planner, Brendan Prowse, leading its distribution efforts in Western Australia. ...

Two organisations have joined the Future IM/Pact campaign as it seeks to expand its reach from universities to building a pipeline of women in the early stages of their f...

Data from research house Lonsec supports the view that a value rotation is well underway with value funds significantly outperforming growth....

With assets under management in North’s environmental, social and governance investment range doubling to almost $600 million in one year, the investment platform has ann...

The Financial Planning Association of Australia has welcomed the Australian Securities and Investments Commission’s clamping down on the use of finfluencers....

Superannuation funds are questioning the methodology used for Choice heatmaps, according to the Australian Prudential Regulation Authority, days after Treasury questioned...

Pendal has rejected a bid from Perpetual as it believes it is not in members’ best interest and significantly undervalues the company....

Changes to advice technology are prompting more interest from clients in digital advice so it is important that advisers understand the difference, writes Craig Keary....

EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....

Pendal’s Australian funds under management have declined by 3.8% in the March quarter as a result of portfolio adjustments and investment performance. ...

Inflows to funds dropped in the first quarter of 2022, according to Calastone, but funds focused on Australia have stood out as more resilient compared to those investing...

ASIC commissioner, Cathie Armour, is to leave the corporate regulator after nine years next month. ...

When it comes to ESG investments, clients can become overwhelmed with information and expect their adviser to be on top of it....

With the Quality of Advice Review happening this year, one of ClearView’s regulatory priorities is that there be no further changes to risk commissions, an area flagged f...

Lifespan Financial Planning has appointed Tony Mantineo as the national practice consultant and head of Lifespan Partnership, a broad-ranging support service for self-lic...

Akambo Financial Group and First Financial wealth management firms have merged, a move they say will increase their capabilities in providing investment solutions to the ...