TRANSPARENCY

Funds management

Australia has been described as one of the worst countries in the world for transparency of portfolio holdings as clients and the regulator seek more information on susta...

Funds management

An assessment of the largest 197 companies on four major stock exchanges found Australian companies’ reports were less transparent than those from Europe and Asia....

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Funds management

CFA Institute has announced its exposure draft on global environmental, social and governance disclosure standards for investment products, aimed at promoting transparenc...

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Funds management

Institutional investors hold chief executives responsible when there are errors in a firm’s financial reporting, not the chief financial officer, according to research. ...

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Superannuation

Digestible investment risk data for superannuation funds needs to be standardised by APRA to help members compare apples with apples, according to AMP. ...

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Financial planning

Adviser Ratings has launched a crowd funding campaign to help improve the institutional conduct and transparency in the wealth management industry....

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Financial planning

Greater transparency will help address anomalies in the way in which superannuation fund salaried financial advisers are paid from administration and investment fees, acc...

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Financial planning

Impact bonds are falling short of minimum standards for sustainability, according to global asset and risk manager, Insight Investment....

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Superannuation

The Australian Institute of Superannuation Trustees has welcomed the Australian Securities and Investment Commission’s announcement with regards to a longer transition pe...

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Funds management

The chairman of Vanguard, Bill McNabb has cautioned Australian funds against resisting transparency with respect to costs and performance....

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Life/Risk

The Australian Lawyers Alliance wants the Royal Commission to inject more transparency into insurance within superannuation to create awareness of sub-standard policy ter...

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Policy & Regulation

Life insurance companies are now under a legal obligation to provide consistent data on claims and disputes to the Australian Prudential Regulation Authority and the Aust...

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Funds management

Easily written and understood content is a must for asset management firms wanting to improve customer engagement....

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Financial planning

Digital advice providers must be transparent on the scope and limits of their services to clients, while their algorithms should account for all costs and tax implication...

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Financial planning

Despite moves to make the advice industry more transparent, it was surprising that direct property was still not a financial product, according to financial planner Lisa ...

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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 13 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 14 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 13 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