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With the US Federal Reserve increasing its policy rate by 25 basis points to 0.50%, fund managers and economists have weighed in on the impact for Australian investors....

Funds management • 18 March 2022

Over the period of 1 July, 2021 and 28 February 2022, the Australian Financial Complaints Authority closing more advice complaints than it received, with the sector repre...

Financial planning • 18 March 2022

GQG Partners Emerging Markets Equity held the largest exposure at the end of 2021, according to Lonsec, but the firm cut this to just over 1% by the end of February by re...

Funds management • 18 March 2022

The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Advis...

Financial planning • 18 March 2022

This month’s announcement of the terms of reference for the Quality of Advice Review elicit a certain element of deja’vu among advisers....

Editorial • 18 March 2022

Following the acquisition of Synchron, WT Financial Group has said it is set to become Australia’s third-largest adviser group by adviser numbers, writes Oksana Patron....

Features • 18 March 2022

With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super...

Features • 18 March 2022

Transitioning from working to retirement is one of the biggest life changes and challenges most people will face, writes Richard Dinham....

Expert Analysis • 18 March 2022

What was traditionally the domain of institutional investors is now becoming accessible to retail investors thanks to lower fees and availability on platforms, writes Lau...

Features • 18 March 2022

While markets are tense and volatile, writes Kerry Craig, the one thing the last few months has made clear is that alternative assets are an essential part of any asset a...

Expert Analysis • 18 March 2022

Angus Crennan explains how self-managed superannuation funds can benefit from holding those assets which offer a perfectly negative correlation....

Expert Analysis • 18 March 2022

When does a tweak become a change, Outsider wonders, and who decides when one becomes the other?...

Outsider • 18 March 2022

At a recent event, the question arose about which movie best represented financial services. ...

Outsider • 18 March 2022

In yet another nod to the demise of office life following the pandemic, Outsider read how men’s suits had been taken out of the ‘basket of goods’ used to measure inflatio...

Outsider • 18 March 2022

Six months after closing its Australian equity overweight, T. Rowe Price remains neutral on the asset class as it believes earnings forecasts remain elevated....

Funds management • 21 March 2022

Investors are increasingly seeking out private debt as a way to access alternative sources of income, according to bfinance....

Funds management • 21 March 2022

Investment bonds are overlooked as an investment tool even though they offer a number of advantages that advisers should consider, according to Foresters Financial....

Financial planning • 21 March 2022

While many struggle with low superannuation balances, there is one self-managed super fund with more than $544 million in assets, according to Australian Taxation Office ...

Superannuation • 21 March 2022

Australia is well placed for innovation in advice technology as the impacts of the Royal Commission have softened with time, according to Ignition Advice....

Financial planning • 21 March 2022

Netwealth research outlines how advisers can market their services to the Established Affluent, those wealthy older Australians representing $4.1 trillion in household we...

Financial planning • 21 March 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. ...

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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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