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Mounting regulation is turning advisers into “admin assistants with Government records” and Government intervention is needed to maintain limited licensees in the industr...

Financial planning • 16 September 2021

There are discrepancies in advisers’ approaches to risk profiling and they need to ensure a consistent process if they want to meet best interest duty, according to behav...

Financial planning • 16 September 2021

Advice pricing should be the amalgamation of three layers – intangible value, services and advice, and structural complexity and additional value-add, according to a fina...

Financial planning • 16 September 2021

Former Halifax Investment Services lead auditor, Robert James Evett, has been found to not be a fit and proper person to remain registered as an auditor following his con...

Policy & Regulation • 16 September 2021

Advisers will soon be able to incorporate DDO data and TMD documents in their portfolio construction and client reporting as FE fundinfo announces that they will be integ...

Knowledge Centre • 17 September 2021

Maple-Brown Abbott has launched an Asian equity fund as it has noticed Asian companies are beginning to return money to shareholders. ...

Funds management • 17 September 2021

T. Rowe Price has moved its asset allocation to Australian equities from overweight to neutral after a year as it believes economic growth has now peaked....

Funds management • 17 September 2021

Investors are backing investments which will offer only short-term gains, according to Prime Value, rather than backing companies which will have long-term sustainable gr...

Funds management • 17 September 2021

At the same time as advice has been getting harder and more expensive to receive, it has become easier to trade on the stockmarket, leading to a double-edged sword for ad...

Funds management • 17 September 2021

With the design and distribution obligation regime set to begin in less than three weeks, the corporate regulator has released guidance on what is most important for fina...

Financial planning • 17 September 2021

Prior to now, advisers were not in a position to deal with understanding the design and distribution obligations but now is the time given the raft of information coming ...

Financial planning • 17 September 2021

China has higher risk premiums attached to it, both from a direct investment perspective and for countries who rely on China for growth, according to Perpetual....

Funds management • 17 September 2021

Although “striking in its magnitude” of how much of the ASX 50 is held by intuitional funds, an academic says there is little research to suggest funds that track an inde...

Funds management • 17 September 2021

Almost half of advisable millennial Australians say digital capability is in their top three reasons for choosing an advice firm despite only one-quarter of advice busine...

Financial planning • 17 September 2021

First-time investors currently sourcing information from social media should not be shut out of receiving financial advice in the future as a result of public policy. ...

Financial planning • 17 September 2021

Under 40% of financial advisers are members of the largest professional body representing financial planners in Australia, according to data....

Financial planning • 17 September 2021

EQT Fund Management says there were no “red flags” but has decided not to proceed with the acquisition as Iress aims to double net profit after tax by 2025....

Financial planning • 17 September 2021

Metrics Credit Partners, one of Australia’s biggest non-bank corporate lenders, has announced new appointments within its investments and corporate teams to support its e...

People & Products • 17 September 2021

No one saw the COVID-19 pandemic – and our reliance on telecommuting – coming but after having the chance years ago to build a high-speed internet network, Outsider has b...

Outsider • 17 September 2021

Outsider felt a number of feelings he had never felt before while watching a recent Parliamentary hearing – fear, dread, and slight panic. ...

Outsider • 17 September 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 2 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 1 day 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 ...

1 week 6 days ago