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Financial advisers who sit the Financial Adviser Standards and Ethics Authority exam when the corporate regulator administers the exam will pay over $350 more than now. ...

Financial planning • 29 September 2021

After the March quarter bond sell-off, corporate credit is a good place to strike the right balance between identifying the opportunities of the post-COVID recovery and i...

Funds management • 30 September 2021

The corporate regulator is expected to look closely at conflicts of interests for in-house managed account fees but conflicts of interest are easy to avoid, according to ...

Financial planning • 30 September 2021

Increased interest in environmental, social and governance has been the biggest change noticed in clients by Crystal Wealth Partners over the last five years....

Financial planning • 30 September 2021

The law should protect licensees reporting other licensees under the new breach reporting regime given it will not be anonymous, according to Holley Nethercote....

Financial planning • 30 September 2021

The draft legislation for the Better Advice Bill has outlined the Financial Services and Credit Panel will convene on serious matters, but the Association of Financial Ad...

Policy & Regulation • 30 September 2021

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....

Financial planning • 30 September 2021

The Australian Fixed Interest Index and Australian Corporate Fixed Interest Index managed funds and exchange traded funds will have their fees reduced....

Funds management • 30 September 2021

Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities d...

Knowledge Centre • 1 October 2021

A significant correction in bond and equity markets is likely if the Federal Reserve jams on the monetary brakes, potentially challenging how multi-asset investors react ...

Funds management • 1 October 2021

A professional year entrant says they were blown away to learn hairdressing used to require more training than advice as the standards authority says the industry is now ...

Financial planning • 1 October 2021

With fears around the possible collapse of China’s second-largest property developer, Evergrande, Money Management looks at which funds could be affected....

Funds management • 1 October 2021

As existing advisers continue to leave, the industry needs to keep promoting the benefits of being an adviser, according to TAL....

Financial planning • 1 October 2021

Financial advisers who have their value proposition based on strategy and investment, and do not outperform benchmarks are in trouble and will find their business will st...

Financial planning • 1 October 2021

IOOF Group has posted one of the heaviest losses of advisers with a departure of more than 400 since the start of the year....

Financial planning • 1 October 2021

Outsider recently found himself screaming at his computer screen while covering the Association of Financial Advisers (AFA) Evolve conference....

Outsider • 1 October 2021

October sees the introduction of further Royal Commission recommendations and design and distribution obligations, heaping further pressure on financial advisers. ...

Financial planning • 1 October 2021

Outsider likes to keep up with ‘hip’ lingo, but with the new generations feeling more and more like alien colonies for Outsider, he settles for the less-intimidating Parl...

Outsider • 1 October 2021

In uncertain times like this, Outsider is sure there have been many fraught conversations around the dinner table as people try and convince their family and friends to g...

Outsider • 1 October 2021

Based on historic trends of financial crises, the small-cap market has further to run and global smaller companies could be set to benefit until 2024, writes Stephen Milc...

Expert Analysis • 1 October 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