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The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund in the market while members could see more than 25% fee ...

Superannuation • 30 May 2022

Superannuation funds have a role to play in providing advice as research by KPMG has found those members who sought advice were less likely to switch funds during market ...

Superannuation • 30 May 2022

Consumer protections for sophisticated investors need to be reviewed as the size of their wealth does not necessarily equal their financial knowledge, according to Justic...

Financial planning • 30 May 2022

ASIC has commenced civil penalty proceedings against big four bank ANZ for allegedly misleading customers about the available funds and balances in their credit card acco...

Policy & Regulation • 30 May 2022

Half of advisers who have not passed the financial advice exam still intend to stay in the industry with the most-common role as a mentor of new advisers or in a ‘general...

Financial planning • 30 May 2022

T. Rowe Price has retained its overweight to Australian equities as the economy is proving more resilient to inflation than other global markets....

Funds management • 31 May 2022

HESTA has welcomed the decision by AGL to scrap its de-merger plan, after spending an estimated $160 million, and the chief executive and chairman resigned....

Superannuation • 31 May 2022

There is a “huge adjustment” coming for Silicon Valley as share price falls mean staff are unlikely to receive the same volume of remuneration and companies will attract ...

Funds management • 31 May 2022

Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their finances and encourage them to consider financial plann...

Financial planning • 31 May 2022

AMP has completed the transfer of its multi-asset group into Australian wealth management to create AMP Investments....

Financial planning • 31 May 2022

The proposed AFCA user-pays funding model will be introduced from 1 July with a few improvements following industry feedback while the superannuation levy will be abolish...

Financial planning • 31 May 2022

Mark Thomas, former chief executive of van Eyk Research, has pleaded guilty to charges of dishonestly using his position to gain advantage for himself....

Policy & Regulation • 31 May 2022

Against a challenging backdrop firms using managed accounts are thriving. Praemium's latest research identifies what these firms are doing differently to drive success....

Knowledge Centre • 1 June 2022

Australian Super and Australian Retirement Trust are expected to see assets under management reach $1 trillion by 2040, according to KPMG....

Superannuation • 1 June 2022

Investors should look for quality companies with healthy cashflows in the face of higher costs and inflation, according to Fidelity....

Funds management • 1 June 2022

Aviva Investors has hired Sam Tripuraneni from BlackRock as head of sustainable outcomes to oversee the firm’s climate and social transition....

People & Products • 1 June 2022

Being flexible and understanding female staff within an advisory firm can translate into a better relationship with female clients....

Financial planning • 1 June 2022

The purchase of financial firms is varying by state with strong demand in Western Australia and buyers considering interstate deals....

Financial planning • 1 June 2022

The number of financial advisers could fall to 14,000 in the next couple of years, according to AFA President Sam Perera, but the Quality of Advice review could mean impr...

Financial planning • 1 June 2022

PwC partner, David Cox, has been elected as president of FINSIA, succeeding Victoria Weekes who is retiring after serving a maximum term. [pandp]...

People & Products • 2 June 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 6 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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