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CFA Societies Australia has announced the CFA Institute Certificate which will offer investment professionals the required knowledge and skills to integrate environmental...

Financial planning • 5 October 2021

The association is seeking feedback on the direction of its climate change strategy with the aim of mitigating climate change risk in portfolios, following the release of...

Superannuation • 5 October 2021

There is growing trend for “unretirement” as retirees feel their financial needs necessitate them to return to the workforce, according to AustralianSuper....

Superannuation • 5 October 2021

Demand for financial advice is expected to surge in the next two years with 2.6 million non-advised Australians intending to seek professional help, according to a survey...

Financial planning • 5 October 2021

Stress and anxiety due to the number of never-ending hurdles placed on advisers along with civil penalties as a punishment for non-compliance is resulting in quality advi...

Financial planning • 5 October 2021

The acquisition of the specialist debt business would include a fixed income digital platform as Perpetual expands its digital presence. ...

People & Products • 5 October 2021

TAL has launched additional mental health insights to support licensees and financial advisers to manage their mental health. ...

Financial planning • 5 October 2021

CPA Australia and Chartered Accountants Australia and New Zealand (CA ANZ), have joined 10 global and national accounting bodies to commit to net zero greenhouse gas emis...

Financial planning • 6 October 2021

The firm hopes platform will help breach the advice gap by helping advisers incorporate a broader-base of clients....

People & Products • 6 October 2021

With the recent jump in US Treasury yields spooking investors, the BlackRock Investment Institute is viewing the recent spike as a ‘benign adjustment’ and says equities a...

Funds management • 6 October 2021

Easton Investments has announced an extension of its services to self-licenced financial advice practices, allowing licensees to access its practical quality advice platf...

Financial planning • 6 October 2021

Amendments to the consumer data right rules will help clients share their data easily and securely with financial advisers and other professionals....

Policy & Regulation • 6 October 2021

The Financial Planning Association has recommended the Retirement Income Covenant include a clear obligation for trustees to adhere to personal and general financial advi...

Financial planning • 6 October 2021

Recognising the existing skills of provisional financial advisers is a good way for both businesses and candidates to get the most benefit out of their professional year ...

Financial planning • 6 October 2021

One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services....

Financial planning • 6 October 2021

Greenhouse gas emissions and alignment with the Paris Agreement are the biggest areas of focus for ASX companies followed by diversity and governance, according to findin...

Funds management • 6 October 2021

Eight consumer groups have united with eight industry bodies in opposition to the compensation scheme of last resort (CSLR) legislation in its current form....

Policy & Regulation • 6 October 2021

The acquisition aims to bring together the two fund data and research providers in the APAC region and Europe with a complementary set of asset manager and adviser-focuse...

People & Products • 6 October 2021

Deputy chief executive Karin van Baardwijk has been promoted as current CEO, Gilbert Van Hassel, will relocate to New York at the end of the year....

People & Products • 6 October 2021

Existing board members Nicola Beswick has been appointed as chair and Natalie Kleibert as deputy chair....

People & Products • 6 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 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 ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 2 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 1 day 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 ...

1 week 6 days ago