Financial advice data and ratings agency, Adviser Ratings, has acquired wealth data analytics firm Beddoes Institute....
Business groups have welcomed the Government’s commitment to a Sustainable Finance Agenda and a consultation on a mandatory climate-related financial disclosure....
Investors can remain hopeful for more promising investment returns in 2023 with the firm removing its underweight on government bonds....
Fixed income ETFs saw the biggest inflows in November while funds focused on Asia saw strong performance, according to BetaShares....
Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...
Lifespan Financial Planning has appointed market commentator Jonathan Pain to its investment committee. ...
The Government has released draft legislation implementing two recommendations made by the Australian Law Reform Commission relating to improving financial services legis...
Australia is living in an “alien era of austerity”, according to a consumer study, with almost half questioning whether the RBA will be able to ease cost of living pressu...
A sustainability executive has highlighted what a lack of transparency on ESG metrics in fund holdings data means for advisers and investors. ...
A clinical psychologist is concerned about Medicare cuts as financial advisers he has treated have tended to need longer treatments as they struggle to transition to a ne...
A former Perth financial adviser has been sentenced after dishonestly obtaining over $35,000 from his clients’ superannuation. ...
Aviva Investors has appointed David Hedalen as head of real assets research....
Westpac has come under fire from shareholders over greenwashing with Market Forces describing the firm as a ‘laughing stock’....
An annual systemic risk barometer survey has outlined the most significant threats to the financial services ecosystem in the coming year....
The FPA and AFA have entered the second round of member consultation on the proposed merger. ...
Global fund managers are holding a net overweight to bonds for the first time since 2009, according to a monthly survey by Bank of America....
Matthew Lambert has been appointed Northern Trust’s new head of quantitative portfolio management, Asia Pacific....
A University of Southern Queensland study has attempted to measure the progress made towards achieving recognised professional status within the Australian financial plan...
A second individual related to Courtenay House has been charged with carrying on an unlicensed financial services business and receiving over $600k in commissions which w...
There has been the highest number of provisional advisers joining the industry since September with double-digit advisers joining following the results of the November ad...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...