The Australian Securities and Investments Commission has shared information about how the adviser exam will be run in 2023 when it moves to being primarily new entrants....
Digital tools are being classed as the pathway to simple advice but adviser, Paul Moran, believes it will be unable to solve the problem of advice affordability and acces...
First Sentier Investors has appointed Sydney-based Kate Turner as global head of responsible investment to succeed Will Oulton who will retire after 10 years....
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
There is only one licensee group which is showing positive movement over the last 12 months, according to WealthData, while Insignia has taken the lead in hiring provisio...
FPA chief executive, Sarah Abood, has shared her thoughts on the future of technology in financial services, saying online avatars could one day facilitate engagement wit...
ASIC has issued interim stop orders for Perpetual Investment Management to prevent the firm from distributing two funds to retail investors. ...
Despite headlines, there’s not enough evidence necessitating a decrease in portfolio exposures to equities, writes John Lobb....
Stasis is the enemy of financial advice in Australia today. Some firms avoid changing the way they do business because they are accustomed to doing things a certain way, ...
The collapse of crypto giant FTX has renewed calls for greater regulation of digital assets and the role of financial advice. ...
Online threats against Australian financial services firms have almost tripled in the first half of 2022, according to software company Imperva. ...
While there have been improvements to hiring of women in financial services, the next issue to tackle was promotion and retention as women say they have struggled to see ...
Advice firms are failing to take both partners’ risk considerations into account when completing couple’s risk profiles and face the possibility of losing clients if they...
With two days left to submit responses to the ALRC Review, the Corporations Act has been likened to a “disordered share house” that requires re-design and a deep clean. ...
ASIC senior executive leader, Leah Sciacca, has reiterated the corporate regulator “encourages tech and innovation” in the financial services industry. ...
An executive search has commenced for a new managing director and chief executive for Bank of Queensland after the departure of CEO George Frazis....
Pendal’s multi-asset team have removed the risk of a low-return world from its long-term secular investment themes while adding exposure to bonds and real assets....
Yarra Capital Management is looking to raise $100 million for its Yarra Private Capital Discovery fund which will invest in companies prior to their IPO. ...
Rising interest rates and a slowing economy will make earnings growth harder to come by in 2023, according to Ausbil, but companies which can pass on inflationary pressur...
Climate change is likely to become a larger part of financial regulation with APRA seeking multiple analysts for a climate risk team. ...
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...