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The Big Four banks have reported combined cash earnings of $28.5 billion but signs are pointing towards challenging conditions, according to EY and KPMG....

Funds management • 10 November 2022

ASIC has placed an interim stop order on offers from Finnia Income Ltd in response to deficiencies in the issuer’s target market determination....

Funds management • 10 November 2022

Less than half of millennials and Gen-Z say they would be open to using a financial adviser in the future, according to Findex, despite $3.5 trillion expected to transfer...

Financial planning • 10 November 2022

There has been a steadying of adviser numbers this week as it reports gains following initial high numbers of exits after the financial adviser exam deadline....

Financial planning • 11 November 2022

Less than 10% of women report they are “well prepared” for their retirement while retirement satisfaction has declined for all categories, according to CoreData....

Financial planning • 14 November 2022

Passionate paraplanners are incorporating colourful flow charts and even photographs of Teslas into Statements of Advice to support the adviser-client relationship....

Financial planning • 14 November 2022

With adviser numbers having fallen below 16,000 for the first time this year, there has been a similar decline in the number of licensees, according to Adviser Ratings....

Financial planning • 14 November 2022

AFA chief executive, Phil Anderson, has clarified Quality of Advice Review proposals regarding obtaining client consent for life insurance commission following a meeting ...

Life/Risk • 14 November 2022

The tech bust has finally hit the likes of Alphabet, Microsoft and Meta, according to Forager, as it considers its tech holdings....

Funds management • 14 November 2022

ASIC has accepted a court enforceable undertaking from financial advisory firm Lasarith Pty and its sole director for failure to provide Statements of Advice. ...

Financial planning • 14 November 2022

Man GLG has launched the Asia Opportunities fund in response to adviser demand for Asian equities....

People & Products • 15 November 2022

Practifi has launched a cybersecurity product for Australian advisers in light of the increased risk of hacking....

People & Products • 15 November 2022

Insignia Financial has announced enhancements to its Expand wrap to allow greater flexibility for advisers and clients....

People & Products • 15 November 2022

Magellan is seeking shareholder approval to increase the maximum non-executive remuneration by $1 million dollars as it seeks two new board appointments....

Funds management • 15 November 2022

CountPlus has indicated it is seeking to make multiple acquisitions with 12 active M&A opportunities in the pipeline....

Financial planning • 15 November 2022

The FWX has increased to 73.3 points out of 100, thanks to gender gap improvements in board leadership, education, and underemployment....

Financial planning • 16 November 2022

One in three Australians say money is a source of conflict in their relationships, according to NAB, highlighting the possible benefits of money management....

Financial planning • 16 November 2022

Chris Durack, who departed the firm after a decade in November 2021, is to return as chief executive of Schroders Asia Pacific....

People & Products • 16 November 2022

The Reserve Bank of Australia has indicated it will not follow the path of the US Federal Reserve by issuing ‘dot plots’ and says there are circumstances when forward gui...

Funds management • 16 November 2022

The FPA is recommending another review of life insurance commission as the current proposal “leaves more questions than answers” and presents concerns about the accessibi...

Financial planning • 16 November 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 3 hours ago

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

2 weeks 1 day ago