Merry Christmas from financialobserver


On behalf of financialobserver I would like to wish all our readers a Merry Christmas and a Happy New Year. Thanks so much for your support in 2017 and we look forward to engaging with you again in 2018... Read More

Opinion – Diversification doesn’t always pay


One of the most commonly touted rules of investing is to create a diversified investment portfolio. Investment guru Warren Buffett is critical of this rule and has been quoted as saying “wide diversification is.. Read More

Feature: Disruption in superannuation


The protected nature of Australia’s superannuation system, which guarantees both established industry and retail funds revenue through enterprise bargaining and corporate mandates respectively, has meant innova.. Read More

FPEC announces grant winners


A study on ethical challenges in financial planning and a research project on the advice needs of small business owners are among the recipients of the Financial Planning Education Council’s academic research g.. Read More

Education, sales putting women off advice


The time taken to fulfil ongoing educational requirements and a lingering perception of financial planning as a sales-driven profession were two of the key barriers keeping women out of the financial advice industry,.. Read More

Podcast: Ethics in advice and investing


In financialobserver's first podcast, the FPA's Ben Marshan drops by to discuss how ethics fits in with the modern advice profession, while Australian Ethical's Stuart Palmer discusses the growing trend of ethically mind.. Read More

Blackstone buys La Trobe stake


International asset manager Blackstone has taken a majority stake in peer-to-peer lending firm La Trobe Financial. In a statement, La Trobe Financial said Blackstone had purchased an 80 per cent equity share in .. Read More

Insurance in super code of practice released


The Insurance in Super Working Group (ISWG) has released its draft code of practice for life insurance held within superannuation. In a statement, the ISWG said the voluntary code would represent “a strong.. Read More

Advertising concerns see CommInsure pay $300k


CommInsure has agreed with the corporate regulator to make a $300,000 donation to the Insurance Law Service following its use of misleading advertising for a number of life insurance products, including one range sol.. Read More

BTFG platforms head to depart


BT Financial Group’s head of platforms will depart the wealth manager to pursue other opportunities, the company has confirmed. Kelly Power, who has been with Westpac Group since 2005, has been overseeing .. Read More

‘Fees-for-no-service’ bill soars to $215m


The big four banks and AMP have now paid out a total $215.9 million in refunds to customers who were incorrectly charged ongoing advice fees, according to new data released by the corporate regulator. In an upda.. Read More

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