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Colonial First State has entered into a strategic partnership with deliver the new FirstChoice platform on Bravura’s Sonata Alta solution in conjunction with Tech Mahindr...

People & Products • 25 October 2022

The pandemic has empowered workers to command good salaries from the comfort of their own homes. With 40% Australians now working from home, is retirement no longer a pri...

Features • 25 October 2022

The first Budget of the new Labor government “demands a different response” as Treasurer Jim Chalmers deals with tough economic conditions....

Financial planning • 25 October 2022

Economic uncertainty is prompting the need for business owners to have their exit plans organised in case of future sale, according to HLB Mann Judd. ...

Financial planning • 26 October 2022

The Financial Services Council has announced further consumer protections for the Life Insurance Code of Practice. ...

Life/Risk • 26 October 2022

In his first Budget speech, Treasurer Jim Chalmers has warned inflation will peak at 7.75% by the end of the year and that Australia cannot escape global market turbulenc...

Financial planning • 26 October 2022

The Budget was light on measures for advisers but two initiatives need to be on their radar when it comes to clients’ portfolios....

Financial planning • 26 October 2022

The largest-ever penalty for breaches of Market Integrity Rules has been handed down by the Federal Court to Commonwealth Securities and Australian Investment Exchange. ...

Funds management • 26 October 2022

The Government has commited to a review of managed investment schemes with a particular focus on property structures, according to assistant Treasurer Stephen Jones....

Financial planning • 26 October 2022

Big Four bank ANZ has been penalised $25 million for failing to provide certain benefits it had agreed to give to customers and over $211 million will be remediated to af...

Funds management • 26 October 2022

Big Four bank ANZ has been penalised $25 million for failing to provide certain benefits it had agreed to give to customers and over $211 million will be remediated to af...

Funds management • 26 October 2022

The typical Aussie investor invests for the long term through direct mutual funds and equities, has a high risk tolerance but their engagement with asset allocation is lo...

Financial planning • 27 October 2022

Advisers’ growth expectations have significantly dropped this year with advisers expecting to see average capital growth of just 0.7%....

Financial planning • 27 October 2022

ASIC has lodged an appeal against the Federal Court’s ruling in favour of Commonwealth Bank and Colonial First State. ...

Financial planning • 27 October 2022

ANZ’s exit of financial planning and advice means the bank has now removed wealth management risk from the business, despite a $62 million loss from the transaction, it s...

Financial planning • 27 October 2022

Dante De Gori, former chief executive of the Financial Planning Association of Australia, has been appointed as chief executive of the global Financial Planning Standards...

People & Products • 28 October 2022

Insignia has detailed the quarterly breakdown of movement among its advisers, reporting both gains and losses in different channels....

Financial planning • 28 October 2022

There has been a slowdown in the growth of provisional advisers this week following several weeks of double-digit growth, according to data from Wealth Data....

Financial planning • 28 October 2022

There were almost 900 breach reports made to ASIC regarding financial advice activities in the first nine months of its reportable situations regime. ...

Policy & Regulation • 28 October 2022

The Treasury has appointed a new chair for the Australian Prudential Regulation Authority to replace Wayne Byres....

People & Products • 28 October 2022
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 2 weeks ago

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rule...

3 weeks 1 day ago

Prime Minister Anthony Albanese has confirmed who will succeed Stephen Jones to serve as the Assistant Treasurer and Financial Services Minister. ...

4 days 9 hours ago

ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors. ...

2 weeks 1 day ago