Search Page

Displaying results 177821 - 177840 of 182889

 

With the vast amount of data being generated everyday, there are ways that advisers can use this to maximise their clients’ experience, writes Darren Stevens....

Expert Analysis • 27 May 2022

ASIC has cancelled the registration of 10 auditors of self-managed superannuation funds who failed to lodge their annual statements....

Policy & Regulation • 30 May 2022

Vanguard has announced the closure of its Vanguard Global Multi-Factor Active exchange traded fund, as the ETF industry sees a lacklustre start to the year....

Funds management • 30 May 2022

The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund in the market while members could see more than 25% fee ...

Superannuation • 30 May 2022

Superannuation funds have a role to play in providing advice as research by KPMG has found those members who sought advice were less likely to switch funds during market ...

Superannuation • 30 May 2022

Consumer protections for sophisticated investors need to be reviewed as the size of their wealth does not necessarily equal their financial knowledge, according to Justic...

Financial planning • 30 May 2022

ASIC has commenced civil penalty proceedings against big four bank ANZ for allegedly misleading customers about the available funds and balances in their credit card acco...

Policy & Regulation • 30 May 2022

Half of advisers who have not passed the financial advice exam still intend to stay in the industry with the most-common role as a mentor of new advisers or in a ‘general...

Financial planning • 30 May 2022

T. Rowe Price has retained its overweight to Australian equities as the economy is proving more resilient to inflation than other global markets....

Funds management • 31 May 2022

HESTA has welcomed the decision by AGL to scrap its de-merger plan, after spending an estimated $160 million, and the chief executive and chairman resigned....

Superannuation • 31 May 2022

There is a “huge adjustment” coming for Silicon Valley as share price falls mean staff are unlikely to receive the same volume of remuneration and companies will attract ...

Funds management • 31 May 2022

Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their finances and encourage them to consider financial plann...

Financial planning • 31 May 2022

AMP has completed the transfer of its multi-asset group into Australian wealth management to create AMP Investments....

Financial planning • 31 May 2022

The proposed AFCA user-pays funding model will be introduced from 1 July with a few improvements following industry feedback while the superannuation levy will be abolish...

Financial planning • 31 May 2022

Mark Thomas, former chief executive of van Eyk Research, has pleaded guilty to charges of dishonestly using his position to gain advantage for himself....

Policy & Regulation • 31 May 2022

Against a challenging backdrop firms using managed accounts are thriving. Praemium's latest research identifies what these firms are doing differently to drive success....

Knowledge Centre • 1 June 2022

Australian Super and Australian Retirement Trust are expected to see assets under management reach $1 trillion by 2040, according to KPMG....

Superannuation • 1 June 2022

Investors should look for quality companies with healthy cashflows in the face of higher costs and inflation, according to Fidelity....

Funds management • 1 June 2022

Aviva Investors has hired Sam Tripuraneni from BlackRock as head of sustainable outcomes to oversee the firm’s climate and social transition....

People & Products • 1 June 2022

Being flexible and understanding female staff within an advisory firm can translate into a better relationship with female clients....

Financial planning • 1 June 2022
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago