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Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....

Financial planning • 30 January 2023

A Gold Coast director who leased an automated foreign exchange trading robot has been banned from providing financial services for four years. ...

Financial planning • 30 January 2023

Michelle Lopez, head of Australian equities at abrdn, has departed the firm after 18 years....

People & Products • 31 January 2023

Brisbane-based wealth practice, Patman Planning Group, has partnered with Activus Investment Advisors to launch its separately managed accounts on the HUB24 platform. ...

People & Products • 31 January 2023

A State Street Global Advisors survey found Australian investors held a more positive outlook for the next 12 months compared to global peers....

Financial planning • 31 January 2023

As the financial advice industry awaits the Government’s response to the Quality of Advice Review, Ignition Advice is hoping for a proper reset of the rules around digita...

Financial planning • 31 January 2023

There were over 350 new entrants who came on board during 2022, according to Wealth Data, as the industry seeks to grow to counter the adviser exodus. ...

Financial planning • 31 January 2023

When entering paid employment, it’s not long before we are told that we’ll need to lodge a tax return but there are times when a person will be excepted. ...

Tools & guides • 31 January 2023

The corporate regulator has taken action against hundreds of self-managed super fund auditors after they reportedly failed to meet compliance standards over several years...

SMSF • 31 January 2023

The RBA has appointed a new head of domestic markets as Jonathan Kearns departs the bank....

People & Products • 1 February 2023

Fixed income assets are set to benefit from a prolonged monetary policy tightening cycle, with stubbornly high inflation to quash market expectations of rate cuts later t...

Funds management • 1 February 2023

The prudential regulator has appointed Clare Gibney as executive director for advice and policy, replacing Renee Roberts in a series of director changes....

People & Products • 1 February 2023

CFS may be investing millions in adviser technology but the firm believes digital solutions will act as enabler rather than a replacement for in-person financial advice. ...

Financial planning • 1 February 2023

Phil Anderson, CEO of the Association of Financial Advisers, is hopeful the Government will embrace the ‘brave’ ideas put forward by Michelle Levy in the Quality of Advic...

Financial planning • 1 February 2023

Despite changes enforced by the Hayne Royal Commission, the current prescriptive model has detrimentally affected the quality of advice provided to consumers, according t...

Financial planning • 1 February 2023

The fund management firm has announced three new covered call funds, with the purpose of enhancing investors’ income potential....

People & Products • 2 February 2023

Appearing before the Senate select committee, the Reserve Bank of Australia has held fast to its monetary policy tightening strategy despite conceding inflation has passe...

Financial planning • 2 February 2023

An Australian Ethical white paper has ranked switching to a responsible fund among the top three ways for Australians to reduce their individual carbon footprint....

Financial planning • 2 February 2023

Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023....

Financial planning • 2 February 2023

The Australian Institute of Superannuation Trustees has advocated for banning unsolicited calls to consumers from advisers and financial planning businesses. ...

Financial planning • 2 February 2023
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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 former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

4 weeks 1 day 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 ago

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

3 days 3 hours ago