COVID-19

Funds management

COVID-19 has forced Asia Pacific real estate investors to reallocate from Australia and Japan towards China and South Korea, according to a not-for-profit investors’ asso...

image
Funds management

A Nike swoosh-like recovery is more likely to replace a V-shaped bounce back scenario, according to Janet Yellen, former Chair of the US Federal Reserve and an adviser to...

image
Funds management

Investors have returned to Chinese equities with the top-performing fund in Australia returning 27.9% since the start of the year. ...

image
Financial planning

FASEA will only provide remote proctoring to Melbourne attendees of the August exam due to COVID-19 restrictions, but regional Victoria will continue with physical exams....

image
Financial planning

New data out of the US suggests that COVID-19 lockdowns have accelerated the take-up of robo-advice....

image
Financial planning

What are financial advisers telling their clients about retirement income strategies amid the low interest rate, low dividend environment generated by the COVID-19 pandem...

image
Features

The passage of an extension of time for financial advisers to comply with FASEA education requirements in the Senate was a step towards a more professional advice system,...

image
Features

The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...

image
Expert Analysis

The recent market volatility has highlighted the benefit of receiving financial advice to clients and demonstrated the value they can add, writes Mike Wright....

image
Expert Analysis

Personalised investing in superannuation is the next step to improving low engagement levels and helping Australians achieve their desired retirement lifestyle, writes Jo...

image
Tools & guides

As financial advisers enter their busiest period of the year, Graeme Colley explains the latest developments surrounding superannuation contributions at the end of the 20...

image
Financial planning

The Australian Banking Association has announced two temporary changes to the Banking Code of Practice, which have been approved by the corporate regulator....

image
Funds management

Australian equity performance does not reflect the strong COVID-19 crisis response by the country, making a catch-up rally likely in the future, according to T. Rowe Pric...

image
Financial planning

FASEA has granted a once off three-month extension to meet the 40-hour CPD requirement....

image
Superannuation

Data provided to a Parliamentary committee has revealed how the loss of corporate superannuation mandates served to magnify the effects of market disruption and the Gover...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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....

6 days 1 hour 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 4 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 2 days ago