The importance of reducing risk
ELIZA BAVIN  |  THURSDAY, 26 SEP 2019
In the current global climate it is more important than ever to reduce risk in your portfolio to ensure the best outcomes for your clients.
AMP, HESTA, Hostplus lose out in ratings
STAFF WRITER  |  THURSDAY, 26 SEP 2019
The Ethical Advisers' Co-op has re-released its fund ratings in the lead up to Ethical Investment Week, with some surprising results.
Results of ASIC MDA review imminent
ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has released its submission to ASIC as the regulator reviews managed accounts, with a special focus on managed discretionary accounts (MDAs).
Adviser cops three-year ban
KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
The Australian Securities and Investments Commission banned a financial adviser from providing any financial services for a period of three years.
Technology coming for advice jobs
ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
Rice Warner says technology is likely to forever alter how people expect to receive and pay for retirement advice.
IOOF completes Ord Minnett sale
JAMIE WILLIAMSON  |  TUESDAY, 24 SEP 2019
A consortium of private investors led by Ord Minnett management have bought IOOF's 70% stake in the firm for $115 million.
Growing uncertainty sees more advisers outsourcing
ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
Financial advisers are increasingly bearish in their outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing.
FASEA ethics pose risk to managed accounts
ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has made a submission to the Financial Adviser Standards and Ethics Authority, questioning its consideration of conflicts of interest in the Code of Ethics.
Support staff should meet FASEA standards
ELIZABETH MCARTHUR  |  FRIDAY, 20 SEP 2019
BT head of financial literacy and advocacy Bryan Ashenden told the Financial Standard and Challenger Technical Services Forum that FASEA standards should raise questions for support staff as well as advisers.
Vanguard pilots new robo offering
ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
According to documents filed with the Securities and Exchange Commission, Vanguard is launching a new digital-only financial planning service through Vanguard Advisors.
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