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Australians expect $200K retirement savings gap as FORO concerns grow
Higher rates and the cost of living, on top of global events, have contributed to increased Fear Of Running Out across the country. Yet the level of concern...
ASIC laments licensee 'lag and drag' after $5.6 billion customer remediation bill
The corporate regulator has delivered a stern warning to licensees with the release of its guide on consumer remediation. After overseeing billions in...
Australia surges up retirement security ranks
By holding ground in areas such as quality of life, material well-being, finances and health while other countries fell back, Australia moved up two spots to...
Big banks at global 'inflection point' as challengers play to their strengths
A global study has shown that the problems faced by the Big4 are universal; incumbent banks may have the data, products, infrastructure and capital, but it...
Market neutral strategies swerve volatility, diffuse market risk
Recent market turbulence has brought market neutral long short strategies into primacy, with funds able to look at companies with a clear lens and avoid taking...
'Complex' regulatory changes driving technical adviser queries
New income thresholds for seniors health cards, downsizer rules, the transfer balance cap, changing work test requirements and the Home Equity Access Scheme...
Managed accounts investment swells to $135 billion despite market headwinds
Positive flows negated an almost ten per cent drop in the ASX/S&P200 over H1 2022, with total funds increasing another $3.4 billion.
Further 7pc of advisers linked to unis: Principals Community brings scale to grad drive
With 127 practices under its wing, the tie-up between Kon Costas' ex-BT network and Deakin University will give 1,263 advisers a direct line to graduates and...
FPA/AFA cultural divide 'more perception than reality': Abood
CEOs at the soon-to-merge associations say the two groups have become more aligned over the years. AFA members are no longer die-hard 'riskies', and the FPA...
'Now's the time': FPA, AFA announce merger plans
Prompted by advice industry rationalisation, the Levy review and the need for a united voice in Canberra, the two major associations will invite members to...
SOAs to go, advice upended in review proposal paper
Advice is set for a dramatic shift towards deregulation, with the Levy proposal paper sketching a plan to ditch statements of advice and best interest duty in...
Insignia's ANZ and MLC moves show dividends
The integration of its marquee business acquisitions has helped the nation's largest provider of financial advice services turn the corner.
'Promise, celebrity, volatility': Longo lays out ASIC's concerns for year ahead
The chair will take a hard line on DDO and crack down on scams, but his major concern is crypto misinformation. "My job is to be frank with the Australian...
Bubble spotting as much art as science: Ruffer
The analysis required to distinguishing the hot from the irrationally over-heated is about more than numbers, according to Ruffer's Lauren French.
Global advice business models on the cusp of change: KPMG
"Fragmented" service models for advice groups will soon coalesce into three distinct business models according to KPMG's Future of wealth management report.
Jones looks to shorten exam, improve ethics code
Once the advice review is completed, the minister has asked Treasury to look at updating the ethics code and assessing the viability of a shortened adviser...