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1 year on since QAR: What’s changed?

quality of advice review Stephen Jones senate Michelle Levy Senate Economics Legislation Committee

| By Jasmine Siljic |
Financial planning

As the FAAA and FSC prepare to appear before the Senate economics committee today to discuss the QAR, the date coincides with one year since the government published its first formal response.

AUTHOR

Is it time to reverse the 60/40 allocation?

bonds fixed income PIMCO asset allocation portfolio construction

| By Laura Dew |
Funds management

The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fixed income experts.

AUTHOR

Organic v inorganic: What’s the best route for client growth?

EY financial advisers wealth management client engagement

| By Jasmine Siljic |
Financial planning

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms to grow before considering M&A deals.

AUTHOR

Prime Financial announces plans for 2 acquisitions

prime financial group Prime Financial mergers and acquisitions M&A

| By Jasmine Siljic |
Financial planning

Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based wealth management firm.

AUTHOR

HUB24 appoints former MLC exec to board

HUB24 platforms Andrew Alcock boards

| By Laura Dew |
Financial planning

Platform HUB24 has appointed a former MLC and NAB senior executive to its board as a non-executive director.

AUTHOR

Platinum regroups after heavy FUM losses

Platinum Platinum Asset Management outflows FUM

| By Laura Dew |
Funds management

Platinum Asset Management has seen redemptions plateau in May following heavy outflows in the past two m

AUTHOR

Advisers capitalise on private markets appetite

private markets private capital financial advice asset allocation financial literacy

| By Jasmine Siljic |
Financial planning

The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education strengthens.

AUTHOR

EOFY tips for ETF investors

ETFs end of financial year EOFY tax

| By Laura Dew |
Funds management

With the end of financial year fast approaching, there can be tax benefits for clients holding ETFs over other types of investment.

AUTHOR

Treasury launches consultation on QAR draft regulation

quality of advice review Stephen Jones financial advice

| By Maja Garaca Djurdjevic |
Financial planning

Ahead of a public hearing this week, the government has commenced a consultation on draft regulations to support the implementation of the first tranche of Quality of Advice Review reforms.

AUTHOR

How much were CSLR’s first payouts?

CSLR AFCA financial advice

| By Staff |
Financial planning

The Compensation Scheme of Last Resort has made its first payouts to victims since launching in April, with three claimants having been the victims of poor financial advice.

AUTHOR

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