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Financial planning
Firms in the wealth management and superannuation space must be wary of putting themselves at risk of non-compliance by taking a reactive rather than proactive approach t...
Features
New legislation that aims to improve the living standards of millions of Australians in retirement falls squarely onto the shoulders of wealth advisers and trustees, writ...
Funds management
The optimism of Australia’s chief financial officers continues to bounce back from the COVID-induced shocks of 2020 despite 95% viewing uncertainty levels as higher than ...
Funds management
The acquisition expects to be closed on 27 October, with Mainstream’s last trading day on the ASX on 18 October....
Financial planning
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...
Financial planning
The gender pay gap has widened to 14.2%, the largest full-time weekly wage gap since 2016 as more women exit the workforce....
Superannuation
Consultants are handling an almost unprecedented number of corporate superannuation fund reviews, with the likelihood that industry superannuation funds will emerge as wi...
Financial planning
An executive with major consultancy Deloitte has revealed that at least two of the major banks have been scoping out opportunities to return to the financial planning are...
Superannuation
Deloitte has acquired leading independent actuarial consultancy, Rice Warner....
Financial planning
Despite the pandemic and subsequent recession adversely affecting women more than men, women are recovering faster, according to Financy....
Superannuation
The devil will be in the detail and so all the key elements of the superannuation industry want the Government to enter into meaningful consultation around its superannua...
Superannuation
With five significant superannuation fund mergers already on foot and eight others known to be in the early stages, the Australian superannuation industry faces further c...
Financial planning
Superannuation funds need the ability to deliver a wider range of financial advice to members, according to a roundtable....
Superannuation
Superannuation should be placed under an independent authority such as the Reserve Bank rather have it subjected to political game-playing, according to a roundtable of s...
Financial planning
The unregistered managed investment scheme by Askk Investment Group is to be wound up as it had put substantial funds at risk for investors who were not afforded the prot...
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Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...