With speculation in the market of rising interest rates, Schroders’ Claire Smith thinks private equity funds will cope better with volatility than a comparable portfolio ...
The regulator’s announcement giving approval to the launch of crypto-asset products has been welcomed by asset managers....
A senator has asked whether the corporate regulator has any oversight to protect the financial advice industry in terms of media outlets mislabelling people as advisers g...
The corporate regulator has been probed on if it has been investigating whether Industry Super Australia engaged in misleading or deceptive conduct regarding claims of su...
While acknowledging the strategic benefits of a $785 million merger with Netwealth, Praemium believes the current proposal undervalues its business and is not in the best...
The combined group has over 1,300 licenced and self-licensed advisers and ClearView will have 25% voting power....
The registration of financial advisers under the Better Advice Act will occur in two stages with the second commencing once the register transitions to the Australian Tax...
Invitations are open for the Financial Planning Association of Australia’s Women in Financial Planning Mentoring Program....
As the economy transitions to low carbon, there are serious headwinds for certain companies not prepared for that transition, according to Stewart Investors....
Schroders manager, Mihkel Kase, has doubled the cash weighting to 20% on its Absolute Return Income fund in expectation of credit market volatility....
Loyalty from advised clients has increased in 2021 with 75% intending to continue their existing adviser relationship, up from 62%, according to Investment Trends....
Technology investments can help avoid planners being overwhelmed and burdened with inefficiency, according to Findex. ...
Companies and funds should “make a difference, not a statement” when it comes to acting on climate change, according to Ninety One, and reward those companies which are a...
AMP will close its involvement in life insurance in Australia and New Zealand with the divestment of its equity interest in Resolution Life Australasia for $524 million....
Ultiqa Lifestyle Promotions is being sued by the corporate regulator for providing financial advice that was not in customers best financial interest....
Munro Partners and GSFM have launched the Munro Climate Change Leaders Fund which will focus on clean energy, clean transport, energy efficiency and circular economy....
The Financial Advisers Standards and Ethics Authority is seeking feedback to better align Standard 3 to its intent in the code of ethics guide. ...
Fiducian Financial Services has acquired People’s Choice Credit Union’s $1.1 billion financial planning business. ...
It has asked whether Senator Jane Hume’s and Treasurer Josh Frydenberg’s pre-political careers in the banking industry create a conflict of interest....
The Aged Care Steps Accredited Aged Care Professional program will be available as an elective unit which can lead to eligibility for the Financial Planning Association o...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...