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Platinum has increased its cash weighting on its International fund to 34% as it is fearful of an impending market correction. ...

Funds management • 10 December 2021

The Pendal Global Select fund has identified three global megatrends which have accelerated since the pandemic and which it believes will drive global equities performanc...

Funds management • 10 December 2021

In the last Investment Centre newsletter for 2021, Money Management looks back at events that shaped markets this year. ...

Funds management • 10 December 2021

The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Grou...

Financial planning • 10 December 2021

Managing compliance and regulatory changes have emerged as the top operational challenges for Australian financial advice firms, according to Dimensional Fund Advisors....

Financial planning • 10 December 2021

The firm has increased exposure to the stock as it believes offers “quality, growth and value in one” which presents an attractive opportunity....

Funds management • 10 December 2021

Industry associations have welcomed Labor’s election promise on education requirements for advisers and the Association of Financial Advisers say it will help thousands o...

Financial planning • 10 December 2021

There is a “reimagined role” for financial advisers where incorporating money coaching to the financial advice process could lead to demonstrable value for advisers and c...

Financial planning • 10 December 2021

Many advisers, who formally ceased on the Australian Securities and Investments Commission’s adviser register over the past couple of weeks, have landed at the new licens...

Financial planning • 10 December 2021

Scott Hartley, AMP Australian Wealth Management chief executive, has been appointed to the Financial Services Council board of directors along with Challenger executive, ...

People & Products • 10 December 2021

Only 52% of advisers passed the final exam before the 1 January, 2022 deadline, with just under 18,000 having passed the exam in total....

Financial planning • 10 December 2021

The Australian Securities and Investments Commission has warned super funds to better explain income protection insurance as it can dwindle super balances for particular ...

Superannuation • 10 December 2021

The corporate regulator has signed a new memorandum of understanding with the Croatian Financial Services Supervisory Agency regarding alternative investment funds....

Policy & Regulation • 13 December 2021

Understanding the code of ethics, statements of advice, breach reporting, and identifying inappropriate advice are some of the key problem areas advisers struggled with i...

Financial planning • 13 December 2021

The 2021 ‘Evergreen Consultants Long Term Expected Returns Framework’ report expects inflation to reset moderately higher at 2.25% over the medium to longer term while Au...

Funds management • 13 December 2021

The Government should be regulating finfluencers and they are not the same as getting advice from a taxi driver or guy “at the pub”, according to the Stockbrokers and Fin...

Financial planning • 13 December 2021

The regulatory overreach placed on the industry has led to poor outcomes for advice clients and regulators need to start trusting the industry again, an adviser believes....

Financial planning • 13 December 2021

The Association of Independently Owned Financial Professionals has criticised “elitist” younger advisers who do not support Labor’s proposed education exemption for older...

Financial planning • 13 December 2021

Tyson Scholz is suspected in carrying on a financial services business and promoting courses and seminars on Twitter and Instagram without a licence....

Financial planning • 13 December 2021

The global asset manager is looking to launch its first Australian listed investment trust in March 2022....

Funds management • 14 December 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 3 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 2 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 ago