DELOITTE

Financial planning

The development of a broad array of innovative products should not be first priority for the industry when it comes to retirement and could drive up the cost of financial...

Life/Risk

The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...

Financial planning

Industry experts have shared a snapshot of what an AI-enabled advice industry could look like in the coming years when it comes to productivity, investments and the platf...

Financial planning

Innovation might be an opportunity cost borne by Australia’s regulatory environment, however some consumers may place more value in the human element of advice, according...

Policy & Regulation

As M&A activity continues to re-shape the wealth and superannuation landscape, experts have highlighted key regulatory questions for firms to keep in mind when completing...

image
Funds management

Three-quarters of chief financial officers are feeling optimistic about the current financial prospects of their company but challenges in the economic environment mean t...

image
Financial planning

Firms in the wealth management and superannuation space must be wary of putting themselves at risk of non-compliance by taking a reactive rather than proactive approach t...

image
Features

New legislation that aims to improve the living standards of millions of Australians in retirement falls squarely onto the shoulders of wealth advisers and trustees, writ...

image
Funds management

The optimism of Australia’s chief financial officers continues to bounce back from the COVID-induced shocks of 2020 despite 95% viewing uncertainty levels as higher than ...

image
Funds management

The acquisition expects to be closed on 27 October, with Mainstream’s last trading day on the ASX on 18 October....

image
Financial planning

A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...

image
Financial planning

The gender pay gap has widened to 14.2%, the largest full-time weekly wage gap since 2016 as more women exit the workforce....

image
Superannuation

Consultants are handling an almost unprecedented number of corporate superannuation fund reviews, with the likelihood that industry superannuation funds will emerge as wi...

image
Financial planning

An executive with major consultancy Deloitte has revealed that at least two of the major banks have been scoping out opportunities to return to the financial planning are...

image
Superannuation

Deloitte has acquired leading independent actuarial consultancy, Rice Warner....

image
 
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

 

MARKET INSIGHTS

JOHN GILLIES

SO NOW YOU ARE NOT ONLY A FUND MANAGER BUT A MIND READER AS WELL ? (Where it should have considered the orders were man...

15 hours ago
Nathan Baker

That's great. If any loss had occurred and clients eventually sue, that will probably occur after the PI has lapsed. Adv...

16 hours ago
Mark Marshall

It is about time that commentary put forward by the Financial Services industry's middleman is supported with hard facts...

1 day 7 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

4 weeks 1 day ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week ago