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A former strategy manager at suspended stockbroking firm BBY has been charged with aiding and abetting dishonest conduct including the alleged transfers of $8.7 million i...

Policy & Regulation • 28 November 2023

The Workplace Gender Equality Agency has found the gender pay gap has reached a record low after reporting its second-largest annual drop....

Financial planning • 29 November 2023

Making concessional and non-concessional contributions to superannuation funds are among the most common queries asked by financial advisers, according to AMP....

Superannuation • 29 November 2023

A majority of financial advisers believe additional assistance is crucial when communicating geopolitical tensions to clients, an advisory firm has uncovered....

Financial planning • 29 November 2023

An AFCA determination may be binding, but there is an alternative way for financial advisers to progress if they disagree with an outcome. ...

Financial planning • 29 November 2023

There is scope for superannuation licensees to further reduce their fees, particularly in trustee directed products, according to an APRA report....

Superannuation • 29 November 2023

A former AMP authorised representative has been convicted in the District Court of Western Australia for three counts of dishonest conduct....

Financial planning • 29 November 2023

Super trustee OnePath Custodians has been ordered to pay $5 million for fees for no service misconduct, less than six months after being fined $1.4 million by APRA....

Superannuation • 29 November 2023

The financial services firm has internally appointed its next chief technology officer and executive committee member, following the resignation of Felicia Trewin last mo...

People & Products • 30 November 2023

A new artificial intelligence tool set to hit the market by the year’s end seeks to alleviate financial advisers’ main pain points, led by Raiz Invest founder, George Luc...

Financial planning • 30 November 2023

The number of individuals with more than $3 million in super is expected to increase by 45 per cent to 80,000 by 2025, according to ASFA....

Superannuation • 30 November 2023

A recruitment report has uncovered the expected 2024 salaries for financial advisers and paraplanners, and which states are expecting to see pay rises for these roles....

Financial planning • 30 November 2023

AMP intends to launch a digital advice service for both its advisers and its superannuation divisions next year....

Financial planning • 30 November 2023

In this episode of Relative Return, host Keith Ford speaks to the managing partner of Metrics Credit Partners, Andrew Lockhart, about the benefits of private markets expo...

Editorial • 30 November 2023

The financial services platform has provided updated results from last financial year and expected FY24 earnings as it nears completion of its transformation program by t...

Funds management • 1 December 2023

Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...

Financial planning • 1 December 2023

With an ambitious $100 million revenue target by 2030 on the horizon, Prime Financial has released its projected results for the 2024 financial year driven by organic gro...

Financial planning • 1 December 2023

Two leading associations have called for the government’s plan for a tax on super balances above $3 million to be scrapped, as the legislation is tabled in Parliament....

Financial planning • 1 December 2023

International research firm Morningstar has fallen foul of ASIC’s greenwashing rules after allegedly making investments into nuclear weapons despite its ESG policy....

Funds management • 1 December 2023

The intergenerational wealth transfer is in full swing with the number of billionaires who have inherited their money outpacing those who are self-made for the first time...

Funds management • 4 December 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

4 weeks 1 day ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

3 weeks 1 day ago