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. ...
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...
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....
With energy transition remaining a significant challenge, a global index provider executive has argued that engagement could trump divestment....
Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...
Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures....
Challenger research has reaffirmed advisers’ significant role in empowering retirement confidence as cost of living and heightened inflation risk continue to bite retiree...
AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....
The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....
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...
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. ...
Asset manager Nuveen is seeing opportunity in municipal bonds which are at their highest yields in over a decade....
Medical grounds are no excuse for compliance failures as a Victorian AFSL is sentenced for failing to lodge annual financial reports....
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. ...
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...
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...
Pinnacle Investment Management has announced it plans to launch a new affiliate from a global equities team departing Royal London Asset Management....
With new clients demonstrating lower satisfaction levels than existing ones, Business Health has shared tips for improving clients’ contentment....
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...
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...
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...