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The number of orphan financial advice clients will likely escalate if the Government changes the wholesale investor test as accessing retail advice is both difficult and expensive, a Parliamentary Committee has been told.
As well, the Parliamentary Joint Committee on Corporations and Financial Services has been told by Ord Minnett…
The Government’s new Aged Care Bill must be more explicit about the role of financial advisers acting on behalf of older clients in relation to their aged care needs, according to the major accounting groups.
A Parliamentary Committee reviewing the Aged Care Bill 2024 has been told by the accounting…
The number of new financial advisers on the FAR increased by 195 in the September quarter but remains down by 104 over the calendar year.
With the RBA predicted to reduce interests rates early in 2025, Franklin Templeton says fixed income may be a better bet than term deposits.
Cbus has accepted a first-of-its-kind Enterprise Agreement promising “significant protections” for its employees when introducing AI technologies
AMP Advice has added SME-specialist wealth management and consulting group Stantins Financial Services to its adviser network.
INDUSTRY NEWS
Companies tempered growth promises heading into 2025. Explore encouraging economic indicators and stocks we think have earnings growth potential.
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Fixed income markets offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle.
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Western Asset believes that Australian credit is not a one-size-fits-all solution. Learn how the inclusion of “plus” sectors into the asset mix can im
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Discover how to get a quote quicker than a cup of coffee.
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SMSFs have been the subject of unfair criticism amounting to ‘myths and misconceptions’ around residential housing investment.
APRA has confirmed the challenge facing first home buyers with deposits taking an average 12 years to accumulate as house prices escalate.
A new survey has revealed that Australians lack considerable confidence in managing their financial affairs and well-being
Dimensional Funds won the 2024 FMOTY. Its founder and chairman, David Booth, outlines the history of the firm’s investment approach.
Sydney-based advisory Tribel will deploy a new estate planning platform built by dedicated fintech developer Yodal
ESG focused fund manager, Nanuk Asset Management has reacted to adviser feedback by providing listed access to its active ETF.
More Australians want to live to over 100, according to a new survey, but this may have drastic consequences for our retirement system
Investors should not become too spooked by events in the ME and should keep calm, stay invested and trust in portfolio diversification.
