There are “alarming” signs that retail investors are dismissing market movements in the hope of chasing short-term returns, according to Wealth Within....
Today is the final day for candidates who need to pass by 1 October to register for the last sittings of the financial adviser exam....
After starting 2022 in a resilient place, Australian equity funds were propping up the bottom of the performance tables last month....
More regulation and education requirements “does not make the dishonest honest”, according to an adviser, with the adviser exodus leaving investors at risk of guidance fr...
A Victorian authorised representative has been charged with engaging in dishonest conduct in the course of carrying on a financial services business and providing unlicen...
Link Group technology will power a new product launched by US-based Financial Coaches Network aimed at making client engagement more efficient and more effective in suppo...
The listed biotech sector has had a significant sell-off over the past year but innovations still abound, leading investors to ask whether it is time to get back into the...
Colonial First State has appointed Jonathan Armitage as chief investment officer, replacing Scott Tulley who leaves the firm after three decades....
The Financial Services Council has developed a ‘proposed personal advice framework’ where all advice is termed ‘personal advice’, Letters of Advice are introduced and the...
The level of value consumers place on different areas of advice has been laid out in a university study, indicating a disconnect between advisers’ and consumers’ percepti...
Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia,...
Twitter’s actions in holding Elon Musk to account “cannot be faulted”, according to Forager, which holds exposure to the stock in its International Shares fund....
Inflows to Australian equity exchange traded funds rose 57% quarter-on-quarter to $1.7 billion in Q2, according to Vanguard, as investors sought familiar domestic names i...
Magellan has terminated its retirement income-focused FuturePay strategy, effective from 20 July, just over a year after launching it....
Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a c...
Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet...
Insight Investment has described how retail investors and their advisers can help to smooth returns and maximise certainty in an uncertain market environment....
Fidelity’s Andrew McCaffery offers a glimpse into the major issues that could move markets over the coming months and how the investment house is positioned for them....
Netwealth’s funds under administration has increased by $8.5 billion to $55.7 billion in the 2022 financial year, according to its June 2022 quarterly update....
The opportunities in markets are less “mouth-watering” than people expect, according to Platinum, which is leading its flagship International fund to hold almost a quarte...
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...