FINANCE

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....

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People & Products

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

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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....

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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...

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Financial planning

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

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Policy & Regulation

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

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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...

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Superannuation

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

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Life/Risk

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

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Accounting

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

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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...

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Tech

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

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Financial planning

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

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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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Superannuation

The Minister for Revenue and Financial Services, Kelly O’Dwyer has signalled she will move rapidly on exposing superannuation to victims of crime and other compensation c...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 2 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 3 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 2 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago