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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

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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

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

14 hours ago

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

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So we are now underwriting criminal scams?...

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Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

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Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

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After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

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