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| 31 March, 2021 |
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| Latest News |
| Money Management Original | | Has AFCA grown beyond its mandate? | | The Federal Treasury has been told that in circumstances where the Australian Financial Complaints Authority is hearing matters involving wholesale clients and can make binding awards against firms of up to $500,000, it has grown beyond its intended mandate. |
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| Money Management Original | | Get AFCA out of ongoing investigations says FPA | | The Australian Financial Complaints Authority should have no involvement in ongoing investigations into systemic issues and should cede the role to ASIC, according to the Financial Planning Association. |
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| Sponsored Content | | Improve certainty of returns for retirees | | Just as retirees insure their homes, so too should they be able to protect (fully or partly) their equities exposure in a cost-effective, convenient way. Learn how. |
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| Money Management Original | | SoAs are alienating clients | | The industry needs to simplify the way it presents advice to clients as statements of advice can increase anxiety for consumers and does not build trust, according to a panel. |
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| Money Management Original | | What causes a mid-cycle review of a fund's rating? | | Although research houses tend to take a case-by-case approach, it’s usually not the fund performance but movement of the key personnel and client business that leads to changes and mid-cycle review of the ratings. |
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| Industry News | | Banks call for consistent laws to prevent elder abuse | | State and territory governments are being urged to adopt consistent power of attorney laws to prevent elder financial abuse, as they meet today regarding a scope for a national register of power of attorney instruments. |
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| Industry News | | VanEck funds added to AustralianSuper | | Three exchange traded funds from VanEck have been added to AustralianSuper’s Member Direct platform, making them available to 2.2 million members. |
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| Industry News | | Metrics expands team | | The non-bank corporate lender has made several appointments to its investment team, including a new investment director. |
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| Features |
| Money Management Original | | A guarantee for life? | | Oksana Patron examines what investors might gain or lose when it comes to investing in those products with a guaranteed income stream. |
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| Crowns |
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| Money Management Research | | Which sectors had the most 5 Crowns? | | Australian small and mid-cap equities had the highest percentage of 5 Crown rated funds in this latest edition of FE fundinfo’s Crown Ratings, representing 17% of the sector and significantly beating their global counterparts. |
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