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Diverger has acquired licensee support business AFSL Compliance to expand its client base of self-licensed firms....

People & Products • 1 December 2022

As the festive season approaches, now is a great time to start important family dialogues about support and care needs for ageing relatives, writes Jenneke Mills....

Expert Analysis • 1 December 2022

A survey of over 2,000 Australians found the majority were worried about the impact of economic uncertainty on their household budgets but 70% think advice would help....

Financial planning • 2 December 2022

Outsourcing specialist advice and using the term 'later years' are among ways that advisers can redefine their retirement service with aged care, according to a panel....

Financial planning • 2 December 2022

High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....

Financial planning • 2 December 2022

There are concerns regarding registrations on the Financial Advisers Register as smaller licensees close with backdated resignation dates. ...

Financial planning • 2 December 2022

Only half of the cost synergies proposed by the Pendal/Perpetual acquisition are likely to be achieved, according to Morningstar, but combined FUM could reach $283 billio...

Funds management • 2 December 2022

ASIC has placed interim stop orders on four funds from two companies, taking the number of orders to more than 20 to date under the design and distribution obligations....

Funds management • 2 December 2022

Vanguard has received three infringement notices from ASIC over alleged greenwashing regarding overstating investment screens intended to prevent investment in tobacco sa...

Funds management • 2 December 2022

The acquisition of Government home equity scheme specialist Pension Boost has seen Household Capital become the largest provider of home equity retirement funding in Aust...

People & Products • 3 December 2022

MLC Life Insurance has appointed Catherine Dubé as an independent non-executive director and as chair of the board audit committee....

People & Products • 3 December 2022

Dealer group Spark Financial has entered into binding terms to become Australia’s first social business dealer group where 100% of its profits will go to charity....

Financial planning • 5 December 2022

The Financial Services Council has warned it would be unwise for ASIC to be given greater powers in creating financial services legislation and any steps towards this sho...

Financial planning • 5 December 2022

The Australian economy would see reduced household spending and considerable decreases in corporate earnings during 2023, according to Touchstone. ...

Funds management • 5 December 2022

Although China’s strict ‘zero-COVID’ policy has dampened its economic growth, this investment firm argues that long-term investment in China “remains strong”. ...

Funds management • 5 December 2022

The “era of easy money” is coming to a close, according to Fidelity, as the risk of a 2023 recession increases and inflation nears its peak....

Funds management • 5 December 2022

North, AMP’s investment platform, has announced their new managed portfolio service ‘Buy, Badge, Build’. ...

Funds management • 6 December 2022

Lance Oliver will take on the newly-created role of head of sales at Talaria Asset Management....

People & Products • 6 December 2022

A Monash University-led report has found women continue to have lower incomes and less superannuation than men, which is negatively affecting their health and wellbeing....

Financial planning • 6 December 2022

While firms are putting cybersecurity measures in place, there is still a risk a breach could occur if they fail to train staff in the new systems and processes and ensur...

Funds management • 6 December 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 17 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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