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Anna Mirzoyan explains the various payment options and considerations when it comes to advising clients on total permanent disability insurance....

Tools & guides • 9 November 2021

Monochrome Bitcoin Fund has been approved by the wealth management platform for its private wealth clients....

People & Products • 10 November 2021

A financial advice software business which aims to disrupt the advice industry by streamlining the process of advice, has received over $1 million in funding from a mix o...

People & Products • 10 November 2021

Gender diversity will continue to become a bigger part of responsible investing in the future, despite currently being overshadowed by other factors, like climate change....

Funds management • 10 November 2021

Electric vehicle manufacturer Tesla has been a “huge winner” for Pengana’s international ethical fund....

Funds management • 10 November 2021

Risk advisers who do not want to continue the education requirements can look to general advice as an option as clients can just tell the adviser what level of cover they...

Financial planning • 10 November 2021

The Association of Financial Advisers has said it believes the education authority’s consultation on amending Standard 3 of its code of ethics is a genuine exercise and e...

Financial planning • 10 November 2021

Matrix Planning Solutions and ClearView Financial Advice, now part of Centrepoint Alliance, have adopted Iress’ solution for managing advice fee consent....

People & Products • 10 November 2021

Data from the prudential regulator has found members of underperforming super funds are not moving in significant numbers, despite receiving communication about the perfo...

Superannuation • 10 November 2021

Australia remains a key market for Pendal with its Australian funds experiencing record inflows as it explores bringing global products to the region....

Funds management • 11 November 2021

There are four key areas which are set to benefit from disruption in the next decade, creating opportunities for growth investors who could see their best period yet for ...

Funds management • 11 November 2021

Giving the growth of exchange traded funds, especially thematic funds, a panel has questioned whether there if there’s sustainable buying power in thematic funds or if it...

Funds management • 11 November 2021

Despite declining adviser numbers and rising demand for advice, professional year advisers are not attractive hires for advisory firms due to the time commitments require...

Financial planning • 11 November 2021

While advisers’ use of environmental, social and governance investments is based on client demand, 86% of consumers say they expect their adviser to bring it up first....

Financial planning • 11 November 2021

Despite being a rewarding career path, it is becoming tough to encourage new entrants to train as a financial adviser, according to Lifespan Financial Planning....

Financial planning • 11 November 2021

The corporate regulator estimates the reduction in its levy for financial advisers decreased its estimated cost recovery scheme by $45 million and noted any criticism of ...

Policy & Regulation • 11 November 2021

Evergrande has narrowly avoided defaulting on three of its dollar bonds by making a last-minute interest payment after it missed its deadline a month ago....

Funds management • 12 November 2021

As central banks make moves to change their monetary policies, which Australian bond funds have performed best over the past year?...

Funds management • 12 November 2021

With the launch of BetaShares Crypto Innovators ETF trading almost $40 million, investors need to be careful they aren’t following the herd by picking thematic products w...

Funds management • 12 November 2021

Following the retirement of its chief investment officer, James Cook, U Ethical Investors has promoted its deputy CIO, Jon Fernie, to the role....

People & Products • 12 November 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 2 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 2 days 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 4 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