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Underestimating the cost of insurance by almost $75,000 in a Statement of Advice is among multiple reasons that a relevant provider has faced action from the FSCP. ...

Financial planning • 30 April 2024

Australian advisers have an advantage of other developed markets when it comes to emerging market debt as the Aussie dollar acts as a natural hedge with potential to enha...

Funds management • 30 April 2024

Aviva Investors is maintaining an underweight stance on the communications sector within its high yield allocation as it believes it faces a higher default rate....

Funds management • 30 April 2024

With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment....

Funds management • 30 April 2024

Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...

Features • 30 April 2024

Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures....

Financial planning • 30 April 2024

Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retiree...

Financial planning • 1 May 2024

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....

Financial planning • 1 May 2024

The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....

Financial planning • 1 May 2024

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financ...

Financial planning • 1 May 2024

The balance of ASIC enforcement activity is skewed towards civil rather than criminal cases, but the corporate regulator says it is seeking to redress this balance. ...

Financial planning • 1 May 2024

Asset manager Nuveen is seeing opportunity in municipal bonds which are at their highest yields in over a decade....

Funds management • 1 May 2024

Medical grounds are no excuse for compliance failures as a Victorian AFSL is sentenced for failing to lodge annual financial reports....

Financial planning • 1 May 2024

In his first move since the acquisition by Count, former Diverger managing director Nathan Jacobsen has taken up a new leadership role in the financial advice space. ...

Financial planning • 1 May 2024

In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, th...

Editorial • 1 May 2024

Adviser willingness is the key hurdle to the uptake of ESG matters by financial advisers; they should not feel afraid or embarrassed if they are less familiar with what c...

Financial planning • 2 May 2024

Pinnacle Investment Management has announced it plans to launch a new affiliate from a global equities team departing Royal London Asset Management....

Funds management • 2 May 2024

With new clients demonstrating lower satisfaction levels than existing ones, Business Health has shared tips for improving clients’ contentment....

Financial planning • 2 May 2024

New Insignia Financial CEO Scott Hartley has detailed the impact of the Godfrey Pembroke exit and the progress in resetting its financial advice model on its latest quart...

Financial planning • 2 May 2024

With just 30 per cent of Australians knowing their superannuation balance to the nearest $1,000, Findex has emphasised the role of financial advice in addressing the crit...

Financial planning • 3 May 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago