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Asset managers are coming to terms with key-man risk as advisers and investors question the succession plans for their teams....

Editorial • 14 April 2022

Liam Cormican explores what factors might have driven a higher proportion of people to fail the Australian Securities and Investments Commission’s first financial adviser...

Features • 14 April 2022

When investing in global equities to achieve portfolio diversification, investors should opt for those exposures which have the lowest correlation with their domestic sha...

Features • 14 April 2022

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. ...

Outsider • 14 April 2022

Trusts are in the spotlight as we approach the end of the financial year, with rules having recently been tightened for discretionary family trusts, writes Alexandra Cain...

Features • 14 April 2022

There are multiple ways for investors to generate higher dividend for their retirement income strategy, writes Max Cappetta, but not all are created equally. ...

Expert Analysis • 14 April 2022

Asset allocators are more bearish than ever as the number who are optimistic about global growth falls to a record low in the 27-year history of Bank of America’s survey....

Funds management • 19 April 2022

Looking at the performance of risk assets following the 1970s ‘Great Inflation’ can soothe investors’ angst as inflation and interest rates begin to rise, according to J....

Funds management • 19 April 2022

Total net inflows onto the Praemium platform have risen 82% in the March quarter....

Financial planning • 19 April 2022

The lack of industry standards is making it difficult for advisers to consider the responsible investment element of their clients’ portfolio, particularly outside of lis...

Financial planning • 19 April 2022

HUB24 has seen net inflows on its platform in the March quarter of $2.6 billion as it hunts for a new chief executive for Class....

Financial planning • 19 April 2022

The number of advisers has fallen by 29 from 17,173 to 17,144, according to Wealth Data, while no new licensees were established....

Financial planning • 19 April 2022

AMP Limited has confirmed that it is in discussion with multiple parties, including Dexus, regarding the potential sale of assets and businesses of Collimate Capital....

Financial planning • 19 April 2022

The commercial real estate has avoided the ESG spotlight for now, writes Vincent Li, but investors should still consider all parts of its operation....

Expert Analysis • 19 April 2022

The risk of elevated inflation and higher interest rates is likely to drive investors’ focus back to considering company fundamentals, writes Joel Connell....

Expert Analysis • 19 April 2022

ASIC has suspended the Australian Financial Services (AFS) licence of Dixon Advisory & Superannuation Services Pty Limited....

Policy & Regulation • 19 April 2022

ETF inflows have returned in March after two consecutive months of negative flows, according to BetaShares, seeing net inflows of $1.3 billion during the month....

Funds management • 20 April 2022

Following a turbulent start to 2022, Fidelity has outlined the three themes it expects to influence markets over the coming few months....

Funds management • 20 April 2022

Funds under administration in managed accounts have grown by 57% in the March quarter at BT to $10.9 billion, driven by an increased number of advisers using BT Panoroma ...

Financial planning • 20 April 2022

The post-election Government will need to ensure the Compensation Scheme of Last Resort does not cost more to run than the amounts of compensation involved, according to ...

Financial planning • 20 April 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 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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