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Financial planning

As private markets maintain their position in the spotlight amid ASIC scrutiny, an adviser and an investment specialist have highlighted the growing reliance on AFSLs to ...

Financial planning

Danielle Press, a former ASIC commissioner, is to chair a new AFSL committee set up by Sequoia which seeks to improve governance practices and review its approved product...

Funds management

Clime Investment Management is overhauling the selection process for its APLs, with managing director Michael Baragwanath describing the threat of a product failure affec...

Features

Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...

Financial planning

The deputy chair of a key Parliamentary committee has pointed to claims that AMP Limited is charging product manufacturers as much as $22,000 to be included on an approve...

Financial planning

Financial advisers have emerged as unwitting casualties of the Productivity Commission’s final report on superannuation competitiveness and efficiency....

Financial planning

With the Royal Commission questioning the role of Approved Product Lists a larger question has arisen about whether self-licensed advisers are achieving better outcomes t...

Funds management

Antipodes Global Investment Company (APL) has declared its maiden dividend of five cents per share, 50 per cent franked....

Life/Risk

ClearView has launched an attack on the FSC over its life insurance APL draft standard, arguing it does not tackle conflicts of interests and proves the industry cannot s...

Features

An increasing number of Australians are looking to pursue ethical investments outside of superannuation but, as Mike Taylor reports, there is a concern that some planners...

Funds management

Investment company, Antipodes Global, has launched an IPO for the listed version of its ‘recommended’ global managed fund. ...

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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 12 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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