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| 16 December, 2021 |
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| Latest News |
| Money Management Original | | Sterling collapse occurred due to policy not regulation | | More issues like the Sterling Collapse will occur and policies settings need to be addressed such as having ‘risk discovery advice’ to help prevent investors from making poor decisions, according to Tony D’Aloisio. |
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| Money Management Original | | Opportunity to align super and advice | | The Government and opposition are not ruling out free financial advice from superannuation funds but not before the industry is an independent profession free from conflicts of interest in vertical integration. |
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| Money Management Original | | Expand CSLR to AFCA: FPA | | The compensation scheme of last resort should be expanded to include the jurisdiction of the complaints authority, not retrospectively, according to the Financial Planning Association of Australia. |
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| Industry News | | HNW investors want fully digital portfolios | | More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends study. |
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| Money Management Original | | Climate change part of clients’ best interest | | Whether or not a client is interested in responsible investing will be moot as climate change will need to be considered by advisers as part of best interests duty, according to industry experts. |
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| Industry News | | LGT Group set to acquire Crestone | | Financial advice and portfolio management firm Crestone Wealth Management is set to be acquired by LGT Group in a $475 million deal. |
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| Industry News | | Charge against former AWSM director dropped | | Australasia Wealth Services and Management director, James Feng, was accused by the corporate regulator for authorising the making of a false or misleading statement. |
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| Industry News | | ASIC sues OnePath for fee-for-no-service | | The corporate regulator has alleged OnePath incorrectly charged over $4 million in fees to more than 18,000 fund members when it was not entitled to do so. |
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| Expert Analysis |
| Money Management Original | | Capitalising on the recovery | | Luke Dixon explains the outlook for commercial real estate for 2022 and the stand-out sectors plus whether Australia is a safe harbour for capital growth. |
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