The Government is seeking to make amendments to the design and distribution obligation regime including removing the requirement for advisers and licensees to report whet...

Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments....

The merger with BR Wellington is the company’s sixth merger since 2019 as the firm looks to enhance its service offering to both Melbourne clients and mid-market clients....

The corporate regulator has alleged misconduct against the bank’s home loan clients while it was still under ownership of the industry superannuation funds....

Hejaz Financial Services has become the first firm to have an Islamic managed fund rated by an Australian ratings agency, as the firm applies for a banking licence....

With the release of the Government’s first superannuation performance test, investors should avoid placing too much emphasis on assessing the performance of funds over ot...

The trend for travel stocks is “rearing its head again”, according to equity managers, as talk begins on international flights resuming....

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

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...

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...

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...

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...

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

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....

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...

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...

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...

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 ...

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....

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...