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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

The International Monetary Fund has called on regulators to act on greenwashing as it says misleading environmental claims plague the industry....

Funds management • 7 October 2021

Investors are being spruiked with products offering exposure to themes and are becoming ‘theme junkies’ as they chase the latest thematic vehicle....

Funds management • 7 October 2021

A significant number of complaints made to the Australian Financial Complaints Authority have been paused due to the delay in the compensation scheme of last resort legis...

Financial planning • 7 October 2021

Achieving net zero emissions will require engagement with companies highly exposed to climate risk – a concept that is not appreciated for the nuance required, according ...

Funds management • 7 October 2021

The portfolio split of 60% equities and 40% bonds has been a mainstay in investing for decades but according to Sebastien Page from T.Rowe Price, it is time to move to a ...

Funds management • 7 October 2021

Institutional rebalancing and the switch of one vehicle to an active exchange traded fund has led to redemptions for Magellan....

Funds management • 7 October 2021

One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....

Financial planning • 7 October 2021

Investment has to be front and centre in these merger discussions whether to establish if it’s the best outcome for members – rather than fees – according to Frontier....

Superannuation • 7 October 2021

Financial advisers looking to increase their client meeting time should look to more support staff whether they are in the office or virtual assistants, according to an a...

Financial planning • 7 October 2021

It follows the trend of exchange traded fund providers launching products specifically focused on clean energy....

People & Products • 7 October 2021

Managed account growth has continued throughout the COVID-19 pandemic...

7 October 2021

Managed account growth has continued throughout the COVID-19 pandemic...

Guides • 7 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