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Embezzlement more common but scams hurt most; report

Embezzlement accounts for almost half the incidence where retail investors have been defrauded by their financial advisers while unauthorised trading contributes one third of incidence, according to a new report conducted by Tepana Associates. In a ...

Court ruling a wake-up for the industry: FPA

... recent decision handed down by the Victorian Supreme Court ruling the Commonwealth Bank responsible for its authorised advisers was a good wake-up call for the industry. The Victorian Supreme Court recently ruled that CBA was ultimately responsible for ...

Avanteos tops $2bln FUA

... larger clients alongside increased flows from Avanteos existing client base. Advances and a specialised IT approach for advisers had also helped improve fund flows the group said. "We differentiate ourselves by offering superior technology solutions ...

CSS to appoint new independent trustee

... previously offered, and is expected to be back in the market "shortly". SuperLink, the CSS e-communication system with advisers and employers has been "significantly upgraded".

ATO targets retiree strategy

AAP | WEDNESDAY, 14 JUL 2004

... told the Financial Review. Australia\'s 300,000 self-managed superannuation funds are the biggest users of the strategy. Advisers fear a retrospective change could increase taxes for thousands of self-funded retirees who have invested $50 billion in ...

Over reliance on DIY: AVIVA

... investors rely on do-it-yourself investment schemes and newspapers for investment advice rather than consulting financial advisers. "Financial advisers and institutions are frustrated with the amount of people still relying on 'talk around the water ...

Deutsche Asset Management launch first new income fund

... many years, however much of this growth has been centred in the mortgage fund market." Bovingdon said the key attribute advisers were looking for in their fixed income products was steady income and minimal exposure the changing interest rates. The fund ...

ATO ruling leaves consumers exposed; CPA

... consumers. The ATO last week issued a draft ruling that said a subsection of the Income Tax Assessment Act governing tax advisers does not apply to financial planners and others giving advice if they are not acting as the taxpayer's representative. "Financial ...

Rush on for Immediate Annuities: Aviva

... business was a result of Aviva's early recognition of "last sales" potential ahead of the 20 September cut off date. "Advisers who have clients who would benefit from the 100% exemption need to think about it immediately," Donaghy said. "Right now, Aviva ...

ASIC announces changes to financial reporting standards

... standards, removing the requirement for some wholly-owned subsidiary companies, the company directors and professional advisers to seek approval before entering into deeds of cross guarantee. In a statement released yesterday, ASIC said previously, a ...

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WAM active strategy delivers 75.5%

MATTHEW WAI

WAM Active (ASX: WAA), one of Wilson Asset Management's active listed investment companies, has recorded 75.5% in investment performance in the 12 months to 30 June 2026.

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI

Entireti has named a former chief executive of Perpetual as chair of its board.

Super funds fail customer service test: SCA

KARREN VERGARA

Superannuation funds are apathetic, dismissive and continue to fail members at the most basic service level, a new investigation from Super Consumers Australia (SCA) reveals, which slapped the industry with an overall failing grade on customer satisfaction.

KKR joins consortium to acquire ASX-listed Steadfast

RIDDHIMA TALWANI

Global investment firm KKR has joined a consortium, including Amwins Group and Dragoneer Investment Group, as a co-lead investment partner to acquire ASX-listed general insurance broker Steadfast.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Advisers Big Day Out - Geelong

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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