In an Australian first, the Federal Court has found RI Advice breached its license obligations to act efficiently and fairly when it failed to have adequate risk manageme...

Colonial First State has appointed EOS at Federated Hermes as its global stewardship provider to provide engagement, voting and public policy support for its global equit...

There is huge disparity between property sectors as the world comes out of the pandemic and Australians may be disadvantaged by the ASX’s weighting to retail commercial p...

Advice practices using managed accounts are achieving significant profit gains compared to their non-using peers, according to research from Praemium....

The financial threshold test should be removed, according to Super Consumers Australia and a leading consumer advocacy lawyer, as measuring net worth is an unreliable ind...

RI Advice may have avoided a penalty for its breach of cybersecurity risks but future breaches could incur a penalty as high as $525 million, according to the regulator....

The merger between superannuation funds Hostplus and Statewide Super has caused a busy week for adviser movements with only a net of five advisers leaving the industry th...

GQG has seen funds under management fall in April, falling from US$92.9 billion (AU$130.4 billion) to US$90.4 billion over the month....

David Evans, founder of Evans & Partners, will step down as executive chairman later this year but will contribute to the firm’s strategic direction as non-executive chai...

Lifespan Financial Planning has penned an open letter to Prime Minister Scott Morrison and Opposition leader Anthony Albanese, setting out four key issues it would like t...

It is important to consider geopolitics within ESG but fund managers should be wary of letting their views be too swayed by politics, according to Stewart Investors, Davi...

Comprehensive advice offerings in superannuation funds have seen a steady decline over the last few years in favour of referral process while scaled advice has stayed fai...

The Association of Financial Advisers has outlined the key levers it will be targeting to reduce regulatory uncertainty in its submission to the Quality of Advice Review....

Former chief executive of the Financial Planning Association of Australia, Dante De Gori, has taken up a new position. ...

PIMCO has appointed Samuel Watkins as executive vice president, head of business, Australia and New Zealand. ...

Australia’s four major banks have delivered $14.4 billion in combined headline cash earnings for the 2022 half year, up $700 million or 5.1% from 2021 half year results....

The Platinum International fund is running its most cautious portfolio in its 28-year history as it is concerned about inflation risks and bifurcation....

Early merit assessments of complaints are now a permanent feature of the Australian Financial Complaints Authority’s process following a pilot program....

The Australian financial services industry is showing the same problems as the UK following 2012’s Retail Distribution Review but is in a better position to address the w...

There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy...