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Robo-advice is the future of financial advice and can create a “fantastic” pipeline of clients for full-service advice, according to Jane Hume. ...

Financial planning • 22 September 2021

Stock weightings of ‘sustainable’ passive exchange traded funds are overwhelmingly driven by market capitalisation not climate scores, taking capital away from companies ...

Funds management • 22 September 2021

Advisers who have taken a career break or a secondment by the end of 2021 will not be considered a new entrant when they wish to return to their adviser role but will hav...

Financial planning • 22 September 2021

The corporate regulator has banned former Sydney-based dealer and portfolio manager at Regal Funds Management, Dylan Rands, for five years on the grounds of market manipu...

Funds management • 22 September 2021

T. Rowe Price have pointed to the dramatic fall in the iron ore price as an indicator toward a market correction by the end of the year....

Funds management • 23 September 2021

Investors should not be concerned with current market volatility as there are plenty of equities with healthy balance sheets that are expected to prosper in the long-term...

Funds management • 23 September 2021

ClearView Wealth has announced the launch of a new life insurance product series and an integrated life insurance platform....

People & Products • 23 September 2021

The fund manager dismissed the notion and claims that it does not takes corporate governance seriously despite never proposing a motion or resolution during an annual gen...

Funds management • 23 September 2021

Advisers will have the opportunity to show their value as the performance test will be a catalyst for member engagement....

Financial planning • 23 September 2021

Despite specialist risk advisers unable to currently grow their businesses, the need for life insurance is emphatic and new advice models will help their future, accordin...

Life/Risk • 23 September 2021

Delegating tasks away and taking a proactive approach to change are among recommendations for advisers to ‘thrive’ in an industry filled with regulation....

Financial planning • 23 September 2021

The industry needs to work together to move clients in closed income protection insurance products to more sustainable products and to manage the inforce book, according ...

Life/Risk • 23 September 2021

Although the approaching retirement income covenant will explicitly apply to superannuation trustees, it will be impossible for advisers to pretend like nothing has chang...

Financial planning • 23 September 2021

The IPCC’s climate change report has prompted Janus Henderson to launch an active exchange traded fund focused on sustainable investing....

Funds management • 24 September 2021

It can be challenging to stay ahead of the shift from greed to fear, according to State Street, but investors should focus on four key metrics. ...

Funds management • 24 September 2021

Investors are asking fund managers ‘more pointedly’ for sustainable income and less volatility in their fixed income allocations....

Funds management • 24 September 2021

The Evergrande issue is unlikely to develop into the “GFC-style event” that investors fear, say commentators, but it will depend on how the Chinese government handles the...

Funds management • 24 September 2021

The corporate regulator has added 12 examples in response to feedback received from its consultation on the prohibition of hawking financial products. ...

Policy & Regulation • 24 September 2021

The life insurer is offering two long-term options to provide benefits to age 65 and a short-term option to over one, two, or five year periods. ...

People & Products • 24 September 2021

Five years after the UK’s Retail Distribution Review, the number one thing its advice firms are working on is making technology remove the work, according to CoreData....

Financial planning • 24 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 3 days 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 3 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 5 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 4 days 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 ...

2 weeks 2 days ago