REVIEW

People & Products

Following a strategic review of its business, Iress has made changes to its senior leadership teams, launched a new innovations division and announced a 10 per cent headc...

Financial planning

The Government has been accused of ‘cherry-picking’ issues for the Quality of Advice Review following the publication of its terms of reference while financial advisers ...

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Funds management

After hitting milestones such as the separation of its advice business and its restructure of the firm by line of business, ClearView has announced a strategic review....

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Funds management

The corporate regulator found responsible entities handled the challenges of illiquid asset valuation during the early stages of the COVID-19 pandemic well, but there are...

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Policy & Regulation

The corporate regulator has approved variations to the banking code of practice, including improving the definition of small business....

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Funds management

AMP Limited is continuing to pay a price for controversy and key personnel instability with research and ratings house, Zenith, telling clients that it has placed more th...

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Superannuation

Industry super fund Rest has refined its investment structure and governance framework to position it for further growth following a 12-month review. ...

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Policy & Regulation

The Australian Securities and Investments Commission has signalled using its new directions power in the face of the slow response of AMP and the major banks to follow-up...

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Financial planning

The Independent Advisers Association of Australia has urged the Australian Securities and Investments Commission to act on the views of the Royal Commission by reviewing ...

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Financial planning

The Association of Financial Advisers has claimed the Royal Commission failed to hit what it was aiming at and, instead, has impacted small financial advisers and mortgag...

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Financial planning

The risk of heightened global market volatility should encourage Australians to review their current financial plans, according to Dixon Advisory....

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Funds management

Money Management last January asked key investment specialists to predict how things would roll out in 2018, with Stephen van Eyk emerging closest to the market with his ...

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Financial planning

AMP Limited acting chief executive, Mike Wilkins has confirmed the firm is facing more fees for no service remediation challenges after discovering new breaches as recent...

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Policy & Regulation

The prudential regulator has announced the terms of reference for a review of its enforcement strategy....

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Financial planning

The Financial Planning Association has told the Royal Commission that grandfathered commission arrangements should be phased out over the next three years....

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MARKET INSIGHTS

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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