The Financial Planning Association of Australia has welcomed the Australian Securities and Investments Commission’s clamping down on the use of finfluencers....
Superannuation funds are questioning the methodology used for Choice heatmaps, according to the Australian Prudential Regulation Authority, days after Treasury questioned...
Pendal has rejected a bid from Perpetual as it believes it is not in members’ best interest and significantly undervalues the company....
Changes to advice technology are prompting more interest from clients in digital advice so it is important that advisers understand the difference, writes Craig Keary....
EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....
Pendal’s Australian funds under management have declined by 3.8% in the March quarter as a result of portfolio adjustments and investment performance. ...
Inflows to funds dropped in the first quarter of 2022, according to Calastone, but funds focused on Australia have stood out as more resilient compared to those investing...
ASIC commissioner, Cathie Armour, is to leave the corporate regulator after nine years next month. ...
When it comes to ESG investments, clients can become overwhelmed with information and expect their adviser to be on top of it....
With the Quality of Advice Review happening this year, one of ClearView’s regulatory priorities is that there be no further changes to risk commissions, an area flagged f...
Lifespan Financial Planning has appointed Tony Mantineo as the national practice consultant and head of Lifespan Partnership, a broad-ranging support service for self-lic...
Akambo Financial Group and First Financial wealth management firms have merged, a move they say will increase their capabilities in providing investment solutions to the ...
Australian Ethical has made three senior hires to its investment committee and announced the launch of an adviser resource hub....
Melbourne-based asset manager SG Hiscock has appointed Giles Croker as chief executive and chief operating officer....
There is a great opportunity for fund managers to provide products which reflect the differing views of generations and genders regarding ESG....
Advisers need to be innovative in how they present a Statement to Advice to clients as the future of the document will be less about regulation and more about presentatio...
The outcome of research by the corporate regulator into access into advice is unlikely to be published publicly and will instead form part of the Quality of Advice Review...
Data from ASIC has revealed the numbers of advisers on the Financial Adviser Register who are still yet to pass the financial adviser exam with only three sittings remain...
It is well-known that Outsider is always up for a celebration, so he is breaking out the champers for an unusual anniversary noted by the Senate Estimates committee....
At last! Prime Minister Scott Morrison has announced an election date for 21 May....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...