372 articles from
- Aged Care
- AI in Practice
- Alternatives
- Analysis
- Asset Allocation
- Clients
- Comings and Goings
- Commercial Property
- Compliance
- Daily Market Update
- Defensive Assets
- Education
- Education and CPD
- ETF
- Fintech
- Funds in Focus
- Growth Assets
- HR and Culture
- Industry Governance
- Industry Profiles
- Insurance and Risk
- Intergen Wealth Transfer
- Licensees
- Operations
- Personal Development
- Portfolio Construction Strategy
- Practice Growth
- Property
- Purchase, Merger Sale Of Practice
- Real Assets
- Remuneration
- Retirement
- SMSF
- Superannuation
- Tax
- Teams
- Technology
- USA In Focus
- Young Professionals
Levy's advice proposals get heavy hitting advocacy lift
The Financial Services Council and its provider members are putting their weight behind the advice review leader's suite of reforms as the December 16 delivery...
ASIC 'neutral' on SOA format, video statements good to go
The Corporations Act is "technology neutral" according to ASIC, so video SOAs are acceptable as long as they include the eight or so standard compliance...
Responsible investing now one of the top actions people take to improve the world
It now sits aside recycling, reducing energy consumption and using biodegradable products as one of the most common methods of making a positive impact...
Good advice foundation to shift from 'reasonable benefits' to 'fit for purpose': Levy
Review leader Michelle Levy said the proposals need to look at the "full universe" of providers. If 'good advice' is to replace best interests duty while also...
Waiting for the weight to shift: Atrium
Markets may not always do what's expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment...
Life insurance commissions consent concerns 'misinformed': AFA
Concern about Michelle Levy's insurance advice consent proposal is off the mark and shouldn't get in the way of reform, the association's chief executive says.
ASX drops plan to replace CHESS with blockchain, writes off $250M
The long-running project has been shelved after a devastating Accenture report cited multiple areas of concern. ASIC chair Joe Longo said the ASX "failed to...
'The destination is what's important': FPA/AFA chart next stage of merger plan
The draft documents to be handed out in December will contain information members can use to assess whether a union between the two groups is the best way...
The 'relationship' fund banking on a 10pc return
While data is a big part of the Michael Birch's new property fund play, he says the real key to running a rent roll investment is maintaining relationships.
Risk commissions to stay, with consent rule caveat: Levy
Life insurance advisers should retain commissions at their current level, the advice review leader proposed, but only on the condition that clients sign...
Leaders sound consolidated alarm on the rise of consumer harm in financial services
The financial services minister is looking at tackling scammers at the source: "Does our barista down the corner really need my email address, my bank details,...
Are we there yet? Inflation and interest rates likely to keep rising: Sage Capital
Central banks are likely to continue inflating interest rates around the world, with the US federal reserve at the vanguard. Be wary of thinking markets have...
Continued volatility opens door to skilful investment: Franklin Templeton
Tightening of central policy on a global scale is creating valuation arbitrage across the board, and creating investment opportunities for skilful managers.
Experience pathway to perpetuate poor advice industry image: FPA
Implementing the current proposal for 'experienced' advisers to skip the relevant degree mandate will do far more harm than good, the association argues, with...
Michael Birch's big rent-roll of the dice
The respected corporate adviser and manager is laying it all on the line after "rolling the sleeves up" on multi-faceted research for his new property-based...
SMSFs under advice surge as adviser numbers dip below 16,000
As the quantum of advisers has decreased those that remain have consolidated client books, which has led to a higher proportion of high-balance SMSFs coming...