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| 08 April, 2021 |
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| Latest News |
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| Money Management Original | | Why advisers aren't reporting FASEA exam results | | Licensees are responsible for notifying the corporate regulator that their advisers have completed the exam, however finding whether an adviser has passed isn’t easily accessible for the public. |
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| Sponsored Content | | What are the unique risks of retirement? | | The risks of retirement are as numerous as they are significant, and must be adequately addressed. Explores these risks in more detail. CPD hours are available. |
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| Industry News | | Value of advice outweighs costs | | New research has confirmed that people who are receiving financial advice believe the benefits significantly outweigh the costs. |
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| Money Management Original | | 70% of planners now use managed accounts | | Up to 12,000 financial planners in Australia are currently using or intend to use managed accounts, according to the joint report from State Street Global Advisors and Investment Trends. |
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| Industry News | | Natixis IM appoints CEO | | Tim Ryan will replace Jean Raby as chief executive of Natixis Investment Managers, commencing from 12 April. |
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| Industry News | | CBA to pay $7m penalty for overcharging interest | | In reaching his decision, Justice Lee rejected the submission from the bank that it had acted expeditiously to remedy the effort and found the bank’s delay was particularly troubling given the relationship between a bank and its customers. |
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| Industry News | | Link partners with Retirement Essentials | | Link Group’s partnership with the fintech firm aims to help customers prepare for retirement through affordable financial advice and to help them through their Age Pension application. |
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| Toolbox |
| Industry News | | Economic Recovery and Factor Performance | | The shock to markets in 2020 has left the investment landscape in an unusual position, writes Mike Akers, with five factors impacting a portfolio’s performance. |
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