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The average initial fee charged by planners who had identified their target market was 57% higher than at those firms which worked with all types of clients....

Financial planning • 11 October 2021

Clients of a financial adviser being investigated by the corporate regulator for contravening the law were still being put into Diversa products while the investigation w...

Financial planning • 11 October 2021

Financial Services Council superannuation and life insurance members will be prohibited from the use of exclusions and restrictive disability definitions because a super ...

Life/Risk • 11 October 2021

Iress has expanded its partnership with Perennial Value Management by supporting Perennial’s global managed fund Daintree Hybrid Opportunities Fund through a dual access ...

People & Products • 12 October 2021

Capital concentration and common ownership has been monitored as an issue for years by Treasury, but it has seen no reason to push for any regulation....

Policy & Regulation • 12 October 2021

Montaka Global Investments is retaining its exposure to Facebook as it believes the investment case for the company is “drastically compelling” despite the negative press...

Funds management • 12 October 2021

The Financial Services Council has detailed its reasoning behind making confidential submissions to Treasury on the issue of proxy voting....

Financial planning • 12 October 2021

With some superannuation funds projected to grow by 200% to 300% by 2030, super funds will need to address key challenges in their investment governance arrangements, acc...

Superannuation • 12 October 2021

The Financial Services Council has created a blueprint for a simplified financial advice regulatory framework that claims it could reduce advice costs to $3,466 and save ...

Financial planning • 12 October 2021

The industry superannuation fund has not entered into any new sponsorship agreements since the Your Future, Your Super legislation and does not believe any of its sponsor...

Superannuation • 12 October 2021

As part of the demerger of AMP Capital’s private market business, it has appointed Patrick Snowball as chair designate and Andrew Fay as deputy chair designate to help wi...

People & Products • 12 October 2021

There are ways for smart beta multi-factor strategies to help improve portfolio diversification and offer benefits for investors, explains Mike Aked....

Tools & guides • 12 October 2021

Ignition has announced it has appointed Andrew Baker into the newly-created role, providing guidance for the firm’s Asia Pacific business strategy....

People & Products • 12 October 2021

The regulator has cancelled the Australian financial services licence of disgraced former tax agent Vanda Gould....

Financial planning • 12 October 2021

Income Asset Management Group has appointed former UBS investment specialist, Jonathan Baird, as chief executive as well as executive director for Fortlake Asset Manageme...

People & Products • 13 October 2021

Net inflows to environmental, social and governance equity funds were $1.6 billion in the third quarter of 2021, according to Calastone....

Funds management • 13 October 2021

Australian investors face several challenges when assessing the basis risk of derivative investing, including the fact many derivatives products are tilted toward geograp...

Funds management • 13 October 2021

The investment manager believes the spread of the COVID-19 Delta variant has stabilised and the peak has now passed....

Funds management • 13 October 2021

The industry superannuation fund is investigating an issue in relation to board documents being sighted by the Electrical Trades Union....

Superannuation • 13 October 2021

Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...

Financial planning • 13 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 3 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 1 day ago