DATA

People & Products

Money Management owner FE has teamed up with fundinfo and the Luxembourg-based F2C, marking the completion of an investment by tech investor Hg....

Financial planning

Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a single up-to-date view of wealth in the SMSF and non-supe...

Funds management

Money Management looked at the funds categorised as investing in alternative asset classes to find the best strategies for risk-adjusted returns. ...

People & Products

Mercer and Morningstar have formed an alliance to offer a single global digital platform for institutional investment manager data, performance analytics and qualitative ...

Superannuation

The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...

Financial planning

New data released by the Australian Prudential Regulation Authority and the Australian Securities and Investments Commission has confirmed that consumers do better at cla...

Financial planning

Planners use an average of three systems to produce client reviews and it’s an inefficient non-constructive use of their time, according to Investment Trends....

News

ASIC will soon request claims outcome data from life insurers as part of their 2017 industry review, according to Peter Kell, Deputy Chair of ASIC. ...

Financial planning

Large super funds that are unable to give face-to-face advice to all members and are designing CIPRs will be challenged, according to Challenger....

Financial planning

Cyber breaches are the fastest growing security risks facing businesses today and this is driving increased investment in forensic data analytics, according to a new stud...

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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’...

2 months 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks 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 ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 11 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 14 hours ago
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