Bell Financial Group has announced it expects a whopping 59 per cent increase in net profit before tax for its shareholders for the first half of 2019, as compared to fir...
The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...
While the creation of a deferred sales model (DSM) to regulate the sale of add-on insurance was explicitly recommended by Commissioner Kenneth Hayne the industry is being...
Nearly 60 per cent of Australian investment professionals think their jobs will radically change in the next decade, despite the Asia Pacific region being the world’s big...
Four in five advice firms are likely to invest more in client engagement AdviceTech this financial year than in the previous one, with the use of scaled advice technologi...
SuperConcepts has launched a campaign for Parliament to enshrine the objective of the super system, calling for both a legislated definition and a mechanism to ensure it’...
Conflicted fees are once again a hot legal topic, with Suncorp being hit with a class action in the New South Wales Supreme Court over superannuation commissions paid to ...
Tasplan and MTAA Super have entered merger discussions, announcing the move just hours after the former fund’s merger talks with Statewide Super and WA Super were reveale...
Christian Super has become Switzerland-based responsAbility Investments AG’s first international shareholder, acquiring a significant minority share in the impact investi...
While equity market valuations remain more attractive than debt, investors in both investment classes may need to adjust their holdings in light of the risk the market cu...
Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....