The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...

The Australian Securities and Investments Commission ended 2021 with a raft of fines, bannings, licence cancellations, and a bankruptcy notice....

The Financial Services and Credit Panel now has its own statutory functions and powers, while tax financial advisers have new requirements. ...

Margaret Cole says the pressure on trustees from the 2021 Choice Heatmap will lead to the removal of weaker performing products and drive better returns and transparency ...

The cost to sit the financial adviser exam will be higher than initial estimates as it moves to being run by the corporate regulator and any Standard 3 amendment responsi...

A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....

The Investor Confidence Index dropped 25.9 points in December due to the Omicron emergence and the hawkish pivot from the US Federal Reserve....

While certain areas of emerging markets have brightening prospects, the threat of problems and regulatory uncertainty in China meant it is still worth being wary of the m...

Fund groups offering protection from rising prices or exposure to socially responsible investing saw the highest inflows in 2021....

The search for a new chief executive at Magellan will begin this month with chair Hamish Douglass denying he will be stepping back into his former role....

The use of financial technology is imperative for advisers to have a client-centric focus during meetings and create an engine for business growth, according to Astute Wh...

Advisers need to leave the noise of 2021 in the past and focus on growth, recruitment, and building efficiencies in their businesses, according to Countplus....

The voluntary super contributions jumped almost 30% due to a greater engagement with super during the COVID pandemic....

Investors’ weightings to China assume an “overly negative economic outlook”, according to BlackRock, which is unlikely to occur as last year’s tensions begin to dissipate...

Purely focusing on the companies which pay out the most dividends can leave investors lagging behind and missing out on growth opportunities, according to Redpoint....

The Magellan Global fund’s conservative approach is like being the “designated driver at a wild party” but chairman Hamish Douglass is optimistic this year will be a bett...

Despite the Your Future, Your Super performance test’s focus on fees and performance, superannuation funds need to focus on retirement outcomes and benefits for members, ...

A portfolio tracking error of 2% to 3% is the sweet spot for superannuation funds with the luxury of an eight-year investment time horizon for their active risk, accordin...

Investors with money in private real estate debt are less stressed compared to equity investors, according to AltX....

Sequoia Financial Group has announced the completion of the acquisition of the incorporated legal practice previously known as Topdocs Legal....