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Perennial Partners has been shining a light on the gender diversity efforts of its Better Future Trust holdings, as part of its latest environmental, social and governanc...

Funds management • 11 January 2022

Having been granted a nine-month extension, completing their educational requirements is the top focus for advisers going into 2022....

Financial planning • 11 January 2022

Potential adviser recruits are looking for practices that can mentor them, have technical training on hand, but also give back to the community....

Financial planning • 11 January 2022

The US equity, bond and money market funds saw one of the highest inflows during the first week of the year....

Funds management • 12 January 2022

American Century Investments has hired Schroders’ global head of sustainability solutions as senior vice president and head of ESG and sustainable investing....

People & Products • 12 January 2022

Mason Stevens has replaced outgoing Vincent Hua with Tim Yule as chief executive, bringing 25 years of experience in investment banking and wealth management to the role....

People & Products • 12 January 2022

Australian investors remain strongly bullish on domestic equities followed by international equities and property, according to Investment Trends....

Financial planning • 12 January 2022

COVID-19 lockdowns and disruptions in advice distribution channels have led to the continued decrease of new business in the risk market, according to DEXX&R....

Life/Risk • 12 January 2022

With the US market exerting dominance with double-digit returns during 2021, was this reflected in the performance of fund sectors?...

Funds management • 12 January 2022

The Association of Financial Advisers is questioning whether the requirement for experienced advisers to only need one subject, rather than eight, to continuing practicin...

Financial planning • 12 January 2022

Figures from the Australian Bureau of Statistics show Australian job vacancies have risen by 169,000 more than prior to the pandemic, with financial and insurance job vac...

Financial planning • 13 January 2022

Net zero emissions, natural resource management, diversity and environmental protection initiative Nature Action 100 have been four engagement themes identified for 2022 ...

Funds management • 13 January 2022

Concluding weeks of negotiations, Wilson Asset Management has acquired the PM Capital Asian Opportunities Trust, although it required increasing its bid....

Funds management • 13 January 2022

Despite the record inflows into private markets, the alternative real estate asset class will experience slower growth....

Funds management • 13 January 2022

A survey conducted by the Sterling Action Group shows that 66% of victims of the collapse of the Sterling Group suffered losses greater than the proposed $150,000 compens...

Financial planning • 13 January 2022

Misconduct under the proposed Financial Accountability Regime could result in liability under it and existing regimes, particularly with design and distribution, breach r...

Policy & Regulation • 13 January 2022

While the performance tests are a good idea, they fail to take into account the age or risk levels of members, meaning younger members may not in the best fund for their ...

Superannuation • 13 January 2022

Just because experienced advisers may no longer need to fulfill the education requirements does not mean they should avoid it as extra study can help boost client trust....

Financial planning • 13 January 2022

Clime Investment Management will transfer management of around $270 million of funds under management in the SMA/MDA space to Ralton in exchange for a 75% shareholding....

Funds management • 13 January 2022

The World Bank predicts a markedly high deceleration of global growth, which it says highlights the need for a global concerted effort to put more emerging countries on a...

Funds management • 14 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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