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Financial planning

Australian Wholesale Funds Marketing is planning to apply for a retail licence to enable it to offer two overseas funds to advisers and platforms....

Financial planning

Consumers would receive a rebate to help pay for financial advice on superannuation under a proposal that has been put to the Federal Government by a key banking lobby gr...

Financial planning

A new project will examine the value of independent advice and will determine the number of Australian financial advisers that consider themselves to be independent, as w...

Financial planning

A troupe of public sector and industry superannuation funds have demanded Australia’s biggest companies more clearly disclose how they make sure their directors do not fu...

Funds management

Property yields will remain high in future as the funds available for investment in real estate continue to grow, despite an overall decline in net contributions to super...

Financial planning

Superannuation funds should be permitted to provide members with estimated projections of the future value of retirement savings in line with overseas practices, accordin...

Financial planning

Sealcorp has restructured its separately managed account (SMA) funds, moving from investing in various underlying managed funds to a multi-manager structure using mandate...

Financial planning

Unlicensed providers may soon be allowed to offer generic online financial calculators if proposals outlined in a consultation paper released yesterday by the Australian ...

Financial planning

Perpetual Trustees is the next financial services company off the reporting season blocks to herald good news for investors, with strong growth in funds under management ...

Financial planning

There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...

Financial planning

Russell Investment Group has made a significant strategic shift to its Australian business, launching a series of multi-manager funds which are targeted exclusively at re...

Editorial

Abstract Long...

People & Products

Russell Investment Group has lost the head of its investment consulting operation in Australian, David Hartley, who will move to private sector superannuation fund Sunsup...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 6 days ago