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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

Having lived through several financial crises – without disclosing how many as it would be rude to bring age into the equation – Outsider has seen his fair share of marke...

Outsider • 17 September 2021

Tech platforms have opened up a wider range of asset classes, writes Nick Raphaely, and investors can access institutional-quality opportunities by digitally dividing the...

Expert Analysis • 17 September 2021

The Government’s proposed compensation scheme of last resort will likely have a future cost of advice failures that is $8 million higher than the Government forecasts....

Policy & Regulation • 17 September 2021

Assuming ‘alternatives’ will help asset allocation could be a mistake as there are distinct differences in the performance and behaviour of funds in this asset class, wri...

Expert Analysis • 17 September 2021

The corporate regulator has permanently banned Ross Andrew Hopkins from providing financial services after it found he had made 167 unauthorised transfers totalling $2.94...

Policy & Regulation • 17 September 2021

Under the backdrop of the Fourth Industrial Revolution, writes Rohit Chopra, investors have the opportunity to seek companies which will be tomorrow’s multi-national busi...

Expert Analysis • 17 September 2021

There remains confusion on the difference between ESG and responsible investment, writes Tom King, and advisers may need to debunk some common myths for their clients....

Expert Analysis • 17 September 2021

Although seemingly having good intentions for the public, Chris Dastoor writes, political battle lines have taken priority in the common ownership inquiry....

Features • 17 September 2021

While the Government has called the inquiry “urgent”, what is perhaps more urgent is handling the advice industry given droves of advisers are leaving the industry due to...

Editorial • 17 September 2021

The trusts would expand the firm’s range of sustainable products, including one focused on Chinese equities....

Funds management • 17 September 2021

The SMSF Association has entered into new partnership agreements with Kaplan Professional and Deakin University to offer its SMSF Specialist Advisor designation (SSA)....

SMSF • 20 September 2021

There were around 13,000 fewer wind-ups of self-managed super funds in FY21 than in the previous year with the number falling to just over 2,000, according to the Austral...

SMSF • 20 September 2021

Craig Hurt has joined global investment firm T. Rowe Price as its new head of institutional for Australia and New Zealand, where he will be responsible for enhancing clie...

People & Products • 20 September 2021
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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 ...

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