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The corporate regulator’s chair has argued that while it could have acted more quickly and could have published a media release more energetically on the Sterling case, i...

Funds management • 17 December 2021

While the change may be a disappointment for advisers who have already committed to complete additional study, it is important the changes do not undermine the recognitio...

Financial planning • 17 December 2021

The financial advice industry is finishing the year with a loss of 2,189 advisers, however the worst is yet to come, according to Wealth Data....

Financial planning • 17 December 2021

A number of factors suggest 2022 could be very different. Read what the experts from Brandywine Global see in store for global markets and the economy in the year ahead....

Knowledge Centre • 1 January 2022

While there were several anomalous economic developments in 2021, the biggest was inflation. Brandywine Global experts across asset classes review how these anomalies may...

Knowledge Centre • 1 January 2022

Access our diverse set of perspectives to uncover what our specialist investment managers expect in the year ahead. Read now....

Knowledge Centre • 1 January 2022

ESG investing continues to be an area of growth and focus for asset managers, financial advisers, and investors, alike. What does this mean for Australia’s investment sec...

Knowledge Centre • 4 January 2022

FE fundinfo, a global fund data and technology leader, has acquired Zenith Group, a well-respected research, ratings, managed accounts and adviser technology provider in ...

Knowledge Centre • 4 January 2022

How can managed account providers make their products more compelling to advisers to leverage the continued growth and adoption of these investment solutions?...

Knowledge Centre • 4 January 2022

The Association of Financial Advisers chief executive, Helen Morgan-Banda, has stepped down from her role after five months and Phil Anderson has been appointed as the as...

People & Products • 4 January 2022

Praemium has sold its international operations in the United Kingdom, Jersey, Hong Kong and Dubai to Morningstar for $65.1 million....

Funds management • 5 January 2022

The fund would invest in 30 companies which it felt were benefiting from positive change in sustainable areas such as carbon reduction. ...

Funds management • 5 January 2022

The Government has released the consultation draft of the super co-contribution regulations....

Superannuation • 5 January 2022

Multi-boutique asset management firm, Pacific Current Group, has acquired a 35% stake in the US-based private equity real estate firm, Banner Oak Capital Partners....

Funds management • 5 January 2022

The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...

Financial planning • 5 January 2022

The Australian Securities and Investments Commission ended 2021 with a raft of fines, bannings, licence cancellations, and a bankruptcy notice....

Financial planning • 5 January 2022

The Financial Services and Credit Panel now has its own statutory functions and powers, while tax financial advisers have new requirements. ...

Financial planning • 5 January 2022

Margaret Cole says the pressure on trustees from the 2021 Choice Heatmap will lead to the removal of weaker performing products and drive better returns and transparency ...

Superannuation • 5 January 2022

The cost to sit the financial adviser exam will be higher than initial estimates as it moves to being run by the corporate regulator and any Standard 3 amendment responsi...

Financial planning • 5 January 2022

A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....

Financial planning • 5 January 2022
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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 16 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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