Robo-advice is the future of financial advice and can create a “fantastic” pipeline of clients for full-service advice, according to Jane Hume. ...
Stock weightings of ‘sustainable’ passive exchange traded funds are overwhelmingly driven by market capitalisation not climate scores, taking capital away from companies ...
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...
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...
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....
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...
ClearView Wealth has announced the launch of a new life insurance product series and an integrated life insurance platform....
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...
Advisers will have the opportunity to show their value as the performance test will be a catalyst for member engagement....
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...
Delegating tasks away and taking a proactive approach to change are among recommendations for advisers to ‘thrive’ in an industry filled with regulation....
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 ...
Although the approaching retirement income covenant will explicitly apply to superannuation trustees, it will be impossible for advisers to pretend like nothing has chang...
The IPCC’s climate change report has prompted Janus Henderson to launch an active exchange traded fund focused on sustainable investing....
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. ...
Investors are asking fund managers ‘more pointedly’ for sustainable income and less volatility in their fixed income allocations....
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...
The corporate regulator has added 12 examples in response to feedback received from its consultation on the prohibition of hawking financial products. ...
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. ...
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....
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...