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FINANCE

Financial planning

Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position....

Policy & Regulation

Business groups have welcomed the Government’s commitment to a Sustainable Finance Agenda and a consultation on a mandatory climate-related financial disclosure....

People & Products

EY has opened a financial services division in New Zealand to provide local clients with banking, wealth and asset management knowledge....

Financial planning

The main driver behind spending habits is a person’s underlying beliefs about money and how it affects their long-term financial position, according to Finder....

Financial planning

Over 95% of businesses in the financial and insurance sectors remain operational during COVID-19, one of the highest rates in industry sectors, although more than half ha...

Financial planning

Death of a spouse, relationship breakdown or health decline are the leading causes for homelessness for older Australians, according to research....

Policy & Regulation

The Royal Commission interim report has highlighted dishonesty and greed as two recurring themes in the financial advice industry....

Features

The benefits to having more women in senior positions in the financial services industry are myriad for investments, clients and the workplace. Hannah Wootton looks at wh...

Superannuation

Optimum Pensions has been founded by actuary David Orford to provide retirement solutions aimed at addressing longevity risk....

Life/Risk

The Financial Services Council has claimed that ridding the life/risk sector of legacy products could save at least $94 million....

Accounting

The Australian Securities and Investments Commission has released online guidance and information sheets intended to help limited Australian financial services licensees ...

Superannuation

SuperRatings’ analysis of Australia’s best-performing superannuation funds over the last ten years is dominated by industry super funds, as the superannuation industry as...

Tech

Powerwrap’s Chris Brant has stepped down from the platform provider in both his capacity as interim managing director and board director....

Financial planning

Managed Accounts Holdings has completed its acquisition of Linear Financial and commenced integration of the businesses....

Superannuation

LGIAsuper is seeking a new chief executive officer, as it expands its leadership team following its conversion to a public offer fund earlier this year....

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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’...

1 week 1 day ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago