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In this week’s episode of Relative Return, Mayflower Consulting’s CEO, Sarah Penn, chats with host James Mitchell about structural issues in the Australian superannuation...

Editorial • 11 May 2023

Federated Hermes has appointed Jim Roland as head of distribution for Asia Pacific as the firm expands in the region....

People & Products • 12 May 2023

A change in power dynamics can mean the need to change an investment strategy’s ESG approach overnight, according to a panel of advisers....

Financial planning • 12 May 2023

The Australian ETF industry saw trading values fall to their lowest values in over two years as April’s figure was almost half its March value....

Funds management • 12 May 2023

It will be impossible to find a “sweet spot” of how much information on ESG is appropriate and advisers can expect overwhelming volumes to continue to be necessary for co...

Financial planning • 12 May 2023

Morningstar's managing director for Australia and New Zealand, Jamie Wickham, is to depart the business after 17 years and will be replaced by the firm’s wealth head....

People & Products • 12 May 2023

Whilst micro-AFSLs’ numbers continue to grow, larger licensees including AMP and Insignia Financial are struggling to hold down their advisers....

Financial planning • 12 May 2023

Around 100,000 AustralianSuper members could receive refunds as the fund sets aside $70 million after a processing failure regarding multiple member accounts....

Superannuation • 12 May 2023

Minister for financial services, Stephen Jones, has reacted to the news of AustralianSuper’s refund for tens of thousands of members, stating the breach is “unacceptable”...

Superannuation • 12 May 2023

Sustainable cashflow is the apex for financial advice firms today and growth can be a bitter pill to swallow amid growing compliance and administration costs, writes Umes...

Expert Analysis • 15 May 2023

New data has explored the most popular holdings of over 1,000 millionaire investors on the Selfwealth platform, with almost a third being held in self-managed superannuat...

Funds management • 15 May 2023

Since 11 March 2020, the financial services ombudsman has registered over 17,000 COVID-related complaints relating to banking, insurance and other financial services....

Financial planning • 15 May 2023

A leading fund manager says the structural deflation that made Australians real estate millionaires is over and investors should get ready for a decade of little to no ca...

Funds management • 15 May 2023

Adviser numbers saw a quarterly rise for the first time in five years, according to the latest Musical Chairs report from Adviser Ratings....

Financial planning • 15 May 2023

The fund management firm’s proprietary risk dashboard has predicted a 75 per cent probability of a recession in the US....

Funds management • 15 May 2023

A new levy on large US banks has been proposed by regulators, set to deliver a two-year blow to earnings....

Funds management • 15 May 2023

There are unlikely to be rate cuts by central banks this year, according to JPMAM’s Kerry Craig, but investors need to prepare their portfolios for a 2024 rate reversal....

Funds management • 15 May 2023

The national financial advice firm has announced a strategic partnership with Lumiant to build a cloud-based platform that would boost advice clients’ engagement and sati...

Financial planning • 15 May 2023

The investment platform has appointed Richard Large as chief technology officer, a former CTO at Australia’s $250 billion sovereign wealth fund. ...

People & Products • 16 May 2023

In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...

Financial planning • 16 May 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months 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 5 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 4 days ago

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

1 month ago