ROYAL COMMISSION

Financial planning

A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...

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People & Products

Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....

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Funds management

The Australian market is entering a period of disruption, according to DNR fund manager, Sam Twidale, as newer entrants challenge traditional players. ...

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Financial planning

Some of the major banks may have exited their wealth businesses but that has just meant that bank staff are now promoting the financial services products of the companies...

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Financial planning

Research and ratings house, Lonsec has made a strategic offer to advice licensees to take control of their managed account portfolios....

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Funds management

Australian banks had a turbulent start to 2019 as the Royal Commission outcomes took a toll on the big four banks, according to EY....

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Funds management

IOOF remained positive despite third quarter fund inflows well down on the previous corresponding period....

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Financial planning

Challenger has reported that a 13 per cent drop in its annuity sales was the result of lower Japanese sales and disruption to the Australian retail financial advice marke...

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Life/Risk

Changes to anti-hawking regulations likely won’t impact insurance advisers as their discussions with clients on risk products generally fall within regulatory definitions...

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Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

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Financial planning

Job opportunities within the finance and insurance services sector were up 10 per cent in the first quarter of 2019, according to Sunsuper’s Australian Job Index. ...

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Financial planning

New research from Raiz Invest has revealed many Australians are in the dark about the state of their personal finances....

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Policy & Regulation

Consumers can expect improved justice and recourse should they be victims of wrongdoing by the financial services industry as the result of a Senate Committee report hand...

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Policy & Regulation

The Australian Banking Association has defended vertical integration and the ability of the major banks to self-regulate when it comes to ‘simplifying’ such structures....

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Policy & Regulation

Financial advisers were notable by their absence from the Australian Securities and Investments Commission’s latest Enforcement Update....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago