How does QAR duration compare to other financial services inquiries?

phil anderson Ben Marshan Hayne Royal commission Kenneth Hayne compliance regulation

The ongoing process of the Quality of Advice Review has now taken twice as long as it took for the findings of the Hayne royal commission but it is understood this is "a relatively average pace" by policy standards.

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Selecting the right private debt fund for clients

private debt Zenith Investment partners private credit

With the private debt marketplace described as a “minefield” to navigate, research house Zenith Investment Partners has shared tips to help advisers select the right fund.

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Capturing AI demand through thematic ETFs

Global X ETFs ETFs artificial intelligence technology

Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest for specific megatrends.

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Advisers ‘uniquely positioned’ to detect financial abuse

financial abuse financial advisers Sarah Abood FSC

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positioned” to recognise the signs through client relationships.

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ATO warns on rush job to file tax returns

end of financial year taxation ATO tax return

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information is available.

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Which technical areas are advisers facing difficulty?

BT bt financial group Superannuation financial advisers intergenerational wealth Bryan Ashenden

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan for the intergenerational wealth transfer.

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Making the move to set up on your own

pengana capital global equities

Pella Funds Management founder, Jordan Cvetanovski, has shared his top advice for any budding fund managers looking to start their own business.

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Which asset classes are most favoured by female managers?

future im/pact gender diversity gender equality recruitment

With the proportion of female portfolio managers decreasing by 17 per cent in the last seven years, certain asset classes are faring better than others, according to Future IM/Pact.

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Adviser tech adoption drives higher profitability

Adviser Ratings technology profitability practice management iress

Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so.

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2 asset managers reach fund milestones

Daintree Daintree Capital Hamilton Lane pengana capital

Daintree Capital has received a $120 million investment for its Core Income Trust Fund from Colonial First State, while Hamilton Lane has exceeded targets on a fundraise.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

5 days 20 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 4 days ago