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A 5.8% increase in Australian equities managed by the firm has helped drive a $900 million increase in the group’s total FUM. ...

Funds management • 6 February 2023

Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....

Financial planning • 6 February 2023

There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing consumer comprehension....

Editorial • 7 February 2023

The Council of Australian Life Insurers had completed its board make-up with nine representatives from the industry including seven chief executives....

People & Products • 7 February 2023

AZ Next Generation Advisory has announced it has acquired a strategic stake in McLean Delmo Bentleys, a Melbourne-based accounting and advisory firm....

Financial planning • 7 February 2023

The central bank is set to lift rates to the highest point in over 10 years, continuing an aggressive tightening cycle which could end sooner than anticipated, according ...

Funds management • 7 February 2023

Fund manager GQG Partners has announced its latest funds under management for January, starting off the year with a positive 4.5% uplift....

Funds management • 7 February 2023

Vanguard’s head of super, Michael Lovett, is to depart just three months after the firm launched its superannuation offering....

People & Products • 7 February 2023

Research house Lonsec has made several appointments following its acquisition of Implemented Portfolios including a new hire from HUB24....

People & Products • 7 February 2023

With client expectations and concerns about climate change driving ESG investing, advisers must seize opportunities in this space, an adviser has insisted....

Financial planning • 7 February 2023

The central bank has announced its first cash rate decision of the year amid mounting evidence of an easing in inflationary pressures....

Funds management • 7 February 2023

The retirement income solutions provider’s latest appointments include a chief financial officer, head of marketing, and head of human resources....

People & Products • 8 February 2023

Yesterday’s 0.25% rate hike is unlikely to be the last with commentators forecasting the next one to take place as early as next month. ...

Funds management • 8 February 2023

A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations. ...

Editorial • 8 February 2023

The Government has today released the final report of the Quality of Advice Review. ...

Financial planning • 8 February 2023

From Statements of Advice to digital advice to superannuation, what does the final QOA report say about five key financial advice issues?...

Financial planning • 8 February 2023

Minister for Financial Services, Stephen Jones, has reacted to the final report of the Quality of Advice Review which was released on Wednesday. ...

Financial planning • 8 February 2023

Rushed commencement of measures that require systemic changes could “lead to errors”, according to Michelle Levy, but others such as advice from superannuation funds coul...

Financial planning • 8 February 2023

In her recommendations in the Quality of Advice Review, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

Financial planning • 9 February 2023

Superannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advic...

Superannuation • 9 February 2023
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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 19 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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