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Advisers who have moved away from servicing retail clients could struggle and require further costs and education if a move goes ahead to reclassify wholesale investors, ...

Financial planning • 1 February 2022

ClearView Wealth has appointed former Cloe Reece as chief risk officer, who has worked in compliance at all of the Big Four banks. ...

People & Products • 1 February 2022

In its first venture into exchange traded funds (ETFs), Australian Ethical has launched its high conviction fund ETF which invests in a managed portfolio of 20 to 35 ethi...

People & Products • 1 February 2022

The Australian Prudential Regulation Authority says as digitalisation of finance is accelerating, now is the time to review whether prudential architecture remains fit fo...

Superannuation • 2 February 2022

Federated Hermes has issued criticism of executive remuneration in Australia as part of its corporate governance strategy for 2022....

Funds management • 2 February 2022

A growing number of retail investment facilitators (IFs) are failing to deliver for clients as they limit access to listed company operational information and further inv...

Funds management • 2 February 2022

The financial planning subsidiary of Fiducian has finalised the acquisition of People’s Choice Credit Union’s financial planning business, bringing total funds under advi...

Financial planning • 2 February 2022

While financial advisers may understand the difference between general advice and personal advice, this is not always the case for consumers and can lead to a client comp...

Financial planning • 2 February 2022

With less regulation on the horizon, this could be the time for advisers to consider pro bono work as more consumers seek help for financial stress and would boost the pu...

Financial planning • 2 February 2022

Global markets are entering into a new regime in 2022, according to VanEck, as interest rate fears dominate and investors look for companies with an ability to protect th...

Funds management • 2 February 2022

Equity Trustees has expanded its asset management team with the appointment of Dilan Ashton as responsible investing lead....

People & Products • 2 February 2022

Real estate fund manager Quay Global Investors has launched a new currency hedged fund, the Quay Global Real Estate (Hedged) fund....

People & Products • 2 February 2022

Despite a 20% decline in the Forager International Shares fund since its peak last year, Forager chief executive Steve Johnson believes there are small-cap bargains to be...

Funds management • 3 February 2022

In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the y...

Funds management • 3 February 2022

The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it wo...

Financial planning • 3 February 2022

The financial planning industry needs to demonstrate its stability in order to attract younger entrants and make financial advice attractive as a long-term career for the...

Financial planning • 3 February 2022

Parameters need to be in place with the proposed experience pathway to prevent young advisers with minimal qualifications from being eligible for the exemption, according...

Financial planning • 3 February 2022

Westpac has reduced headcount by more than 1,100 people in the past quarter, contributing to a $191 million decline in expenses, as it brings forward its simplification p...

Financial planning • 3 February 2022

Zurich Australia and New Zealand has announced the appointment of former Australian Prudential Regulation Authority executive board member Geoff Summerhayes to its suite ...

People & Products • 3 February 2022

The Federal Court has ordered RI Advice Group to pay a $6 million penalty for failing to take reasonable steps to ensure that its authorised representative provided appro...

Financial planning • 3 February 2022
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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 12 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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