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Although self-managed superannuation funds are exempted from developing a retirement income strategy, fund should not ignore the spirit of the law, according to the SMSF ...

Superannuation • 29 September 2021

China is “well progressed” through its period of regulatory scrutiny of technology firms which means companies are considering its long-term potential again, according to...

Funds management • 29 September 2021

A whitepaper from Ignition Advice has dispelled the myths regarding digital advice take-up, including concerns the corporate regulation will not find it compliant....

Financial planning • 29 September 2021

It is the professional year that is the biggest hurdle for new entrants rather than exams but things are likely to improve in 2022 when it is clear how many existing advi...

Financial planning • 29 September 2021

The Government does not deserve credit for fixing “no brainer” issues in the industry and needs to acknowledge that it can regulate an industry out of existence, accordin...

Financial planning • 29 September 2021

The life insurer has launched two income protection products that allow most customers to have the maximum sum insured allowable with premium stability and product sustai...

People & Products • 29 September 2021

State Street Global Advisors has made four senior appointments including Kathleen Gallagher as head of SPDR exchange traded funds business in Australia....

Funds management • 29 September 2021

Financial advisers who sit the Financial Adviser Standards and Ethics Authority exam when the corporate regulator administers the exam will pay over $350 more than now. ...

Financial planning • 29 September 2021

After the March quarter bond sell-off, corporate credit is a good place to strike the right balance between identifying the opportunities of the post-COVID recovery and i...

Funds management • 30 September 2021

The corporate regulator is expected to look closely at conflicts of interests for in-house managed account fees but conflicts of interest are easy to avoid, according to ...

Financial planning • 30 September 2021

Increased interest in environmental, social and governance has been the biggest change noticed in clients by Crystal Wealth Partners over the last five years....

Financial planning • 30 September 2021

The law should protect licensees reporting other licensees under the new breach reporting regime given it will not be anonymous, according to Holley Nethercote....

Financial planning • 30 September 2021

The draft legislation for the Better Advice Bill has outlined the Financial Services and Credit Panel will convene on serious matters, but the Association of Financial Ad...

Policy & Regulation • 30 September 2021

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....

Financial planning • 30 September 2021

The Australian Fixed Interest Index and Australian Corporate Fixed Interest Index managed funds and exchange traded funds will have their fees reduced....

Funds management • 30 September 2021

Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities d...

Knowledge Centre • 1 October 2021

A significant correction in bond and equity markets is likely if the Federal Reserve jams on the monetary brakes, potentially challenging how multi-asset investors react ...

Funds management • 1 October 2021

A professional year entrant says they were blown away to learn hairdressing used to require more training than advice as the standards authority says the industry is now ...

Financial planning • 1 October 2021

With fears around the possible collapse of China’s second-largest property developer, Evergrande, Money Management looks at which funds could be affected....

Funds management • 1 October 2021

As existing advisers continue to leave, the industry needs to keep promoting the benefits of being an adviser, according to TAL....

Financial planning • 1 October 2021
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MARKET INSIGHTS

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 22 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 5 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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