COVID-19
Financial planning
Extraordinary circumstances call for a changed regulatory approach says AFA....
Financial planning
Money Management is seeking feedback from advisers on how the COVID-19 crisis is affecting their business continuity and what are the key challenges they face....
Superannuation
The Government needs to rethink its approach to hardship early access to superannuation to ensure the criteria is tightened and the possibility of rorting removed, accord...
Superannuation
Both AustralianSuper and UniSuper have been reported as having imposed a downward revaluation of their unlisted assets....
Life/Risk
The major life insurers have placed advisers on notice that the middle of the COVID-19 pandemic is not the optimal time to be seeking to switch clients, including health ...
Funds management
The complaint authority will prioritise complaints relating to COVID-19 and has established a dedicated support hotline...
Financial planning
Overcommunication and capital preservation are key when helping clients allay any concerns during this current volatile bear market, according to Centrepoint Alliance....
Funds management
China’s recovery should be used by global markets as a sentiment tracker on how the country managed the COVID-19 crisis and protected its economy. ...
Funds management
The asset manager will pause on making new offers globally, according to a source....
Superannuation
There was no consultation with major superannuation fund organisations about the Government’s plan to allow people early access to their superannuation, prompting funds t...
Financial planning
Tough times and the prospect of hardship access to superannuation has emphasised the need for good financial advice, according to MLC Wealth....
Funds management
Tech and biotech stocks and index trackers that are contributing to help mitigate the current COVID-19 crisis are strategic pickups right now....
Funds management
According to Bell Asset Management, there will be a chance to pick up some key small and mid-cap stocks at better prices as the economy bounces back, but some may not mak...
Financial planning
Deloitte has warned of a potential spike in bribery and corruption due to COVID-19....
Editorial
Financial advisers have been the subject of some highly negative publicity over the past decade but their good works have been seen to shine as they help clients navigate...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...