Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....
The Australian Tax Office (ATO) is warning investors to take care over some questionable end-of-year investment schemes....
The Australian Taxation Office (ATO) is threatening legal action against self-managed superannuation funds (SMSFs) which fail to comply....
Accountants have been cut out from providing even non-specific advice on superannuation products after revisions to the Financial Services Reform regulation adding more f...
AMP Australian Financial Services has selected Asgard as the service provider for its e-wrap platform following an extensive due diligence process of potential providers....
UBS has been rated the top six star manager in diversified funds by InvestorWeb Research for its Global Fund - a multi-sector product with active sector management....
Challenger International and CPH Investment will split into life and non-life divisions following a merging of the two groups in July, an Australian Stock Exchange (ASX) ...
The jury may be out on the wisdom of putting clients into margin lending – but all the signs say that this will be one product that will see increasing demand in coming m...
Morningstar and actuarial and research firm, Plan For Life, have combined to generate what they are claiming to be a more complete picture of the retail funds sector....
In business today, especially in financial services, you have to do the WIIFMs (what’s in it for me?)....
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...