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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

Two former financial advisers have been permanently banned by ASIC for fraud offences....

Financial planning • 13 February 2023

According to two financial advisers, working alongside numerous professionals is imperative to providing balanced client support. ...

Financial planning • 14 February 2023

Lazard Asset Management has reduced the management fee on two of its Australian equity funds for institutional and retail clients....

Funds management • 14 February 2023

The rewarding nature of financial advice and the value it brings clients is at the heart of the career, says this adviser. ...

Financial planning • 14 February 2023

Fund manager Munro Partners has appointed Qiao Ma as a portfolio manager, joining from specialist equity manager Cooper Investors. ...

People & Products • 14 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...

2 weeks 6 days ago

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

2 days 23 hours ago