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Peter Loehnert has been appointed head of iShares and index investments for Asia-Pacific, commencing from the start of October....

People & Products • 19 August 2021

The amendment instrument that scraps the three-month registration requirement for the November 2021 exam has been registered and registrations for the exam are now open....

Financial planning • 19 August 2021

The potential merger of BHP and Woodside’s oil and gas divisions would create Australia’s largest energy manager but a focus on fossil fuels is out of touch with global E...

Funds management • 20 August 2021

Perpetual Asset Management Australia has indicated it will launch active exchange traded funds this year, as the firm benefitted from the shift to value investing....

Funds management • 20 August 2021

The uncertainty around Australia’s COVID-19 policy and the likely date to exit lockdown is likely to prove a “serious headwind” for the Australian economy, according to T...

Funds management • 20 August 2021

There is an extra $124 billion sitting in cash in banks since the pandemic and advisers have a job to do to encourage investors to put this back into markets....

Funds management • 20 August 2021

Domestic and global shares and bonds boosted the median growth superannuation fund during July, and the cumulative return since the COVID-19 sell-off in March 2020 is now...

Superannuation • 20 August 2021

Responsible investment firms need to make sure they are following a framework that has comprehensive long-term goals, rather than following a cookie cutter approach that ...

Funds management • 20 August 2021

Research from SuperRatings highlights how much worse off a super balance could be worth if it makes permanent decisions based on short-term market moves, showing the valu...

Superannuation • 20 August 2021

The prudential regulator is collecting more granular data on insurance premiums given the deteriorating experience in individual disability income insurance. ...

Life/Risk • 20 August 2021

Building a relationship with clients for the long-term is more important than regulatory change if advisers want to stay in business, according to a panel of advisers. ...

Financial planning • 20 August 2021

Advisers need to work on better communicating the intangible benefits brought about by advice if they want potential clients to value their service. ...

Financial planning • 20 August 2021

Only 203 advisers have had disciplinary actions taken against them by the corporate regulator since 1993, according to Wealth Data. ...

Financial planning • 20 August 2021

Every once in a while, Outsider gets a wake-up call that leads to some self-reflection and is hoping National Senator, Matthew Canavan, will do the same. For Outsider is ...

Outsider • 20 August 2021

Outsider does not have many, or any, big dreams. All Outsider ever needs to feel content is a single malt, regular golf sessions, and Mrs O not yelling at him. Though, it...

Outsider • 20 August 2021

The Sydney-based Money Management team may be in week nine (and counting) of a hard lockdown but not every firm is suffering work from home problems....

Outsider • 20 August 2021

Investors may be using the pandemic to find the next FAANG, writes James Williamson, but history shows this period is only the latest cycle....

Expert Analysis • 20 August 2021

Demutualisation of insurers has led to a destruction of value, writes Michael Pillemer, so remutualising could be a valid idea to rebuild consumer trust....

Expert Analysis • 20 August 2021

The biggest concern from advisers is that they are no longer able to do what they love but there is still room in the industry for innovation and renewed purpose, Jodie B...

Expert Analysis • 20 August 2021

Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...

Features • 20 August 2021
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 5 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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