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In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

Financial planning • 9 February 2023

Former head of BlackRock’s North American institutional business, Zach Buchwald, has been appointed as chief executive and chairman to lead Russell Investments. ...

People & Products • 9 February 2023

The long-awaited recommendations of the Quality of Advice Review include replacing the existing best interest duty with a 'true fiduciary' alternative. ...

Financial planning • 9 February 2023

The global investment management firm has welcomed Benjamin Abell as its Australian head of product and strategy....

People & Products • 9 February 2023

Financial advisers could be required to comply with a ‘good advice duty' if the Albanese Government accepts the fourth recommendation of the Quality of Advice Review....

Financial planning • 9 February 2023

The independent chair of the QOA Review has called for the removal of 'onerous' ongoing fee disclosure obligations....

Financial planning • 9 February 2023

Like most of the financial advice industry, Outsider has spent the week reading through the final report of the Quality of Advice Review. ...

Outsider • 10 February 2023

With Valentines’ Day just around the corner, Outsider had better get his thinking cap on as to what he can buy for Mrs O this year....

Outsider • 10 February 2023

The Australian ETF industry’s monthly market cap has increased by $4.7 billion, resulting in $138.5 billion in assets under management at the end of January. ...

Funds management • 10 February 2023

Financial advice technology provider Asendium believes paraplanners are the key to unlocking growth and efficiency for the Australian advice sector....

Financial planning • 10 February 2023

Research from Rainmaker Information has revealed the AFSLs that experienced the largest net growth in number of financial advisers last year. ...

Financial planning • 10 February 2023

Data from the QOA’s adviser survey, used to inform the review, has revealed a snapshot of Australia’s adviser landscape, their views and the shape of their businesses. ...

Financial planning • 10 February 2023

The central bank is holding fast to its monetary policy stance despite changing its forecast for inflation....

Funds management • 10 February 2023

After seven weeks of waiting, the final report of the Quality of Advice Review was released in early February, prompting eager reading by the advice industry....

Editorial • 13 February 2023

Law firm K&L Gates has appointed a partner for its asset management and investment fund practice. ...

People & Products • 13 February 2023

Maple-Brown Abbott executive director and fund manager, Geoff Bazzan, is to leave the boutique asset management firm after almost 30 years....

People & Products • 13 February 2023

HR tech platform Striver has supported business students and young graduates with networking and mentorship opportunities in financial advice for over a decade. ...

Financial planning • 13 February 2023

A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....

Financial planning • 13 February 2023

Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...

Financial planning • 13 February 2023

A boost of 14 advisers joining the new Zurich Assure AFSL has contributed to positive net growth in adviser numbers....

Financial planning • 13 February 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago