Milana Pokrajac

Milana Pokrajac

News by this author

Self-managed superannuation fund compliance software provider BGL has teamed up with Macquarie’s COIN to reduce the risk of human error in merging client data....

Sceptics who claimed the industry would not embrace another wrap platform in the market have been proven wrong, according to Praemium Group chief executive officer Arthur...

The recruitment of temporary staff within the banking sector is still an underutilised employment strategy, as employers are not realising the benefits of a flexible work...

BT-owned online financial planning software application AdviserNETgain has rolled out a new bulk review feature, which enables the production of an unlimited number of re...

Fund managers, super funds and other financial services organisations still have a long way to go before they rebuild the investor trust they lost during the global finan...

Asia’s funds management industry strongly endorses the proposed development of an ‘Asia Funds Passport’, which would allow Australia to gain access to i...

Potential financial planning clients are giving up because they can’t get appointments to see advisers....

The Financial Planning Association has warned financial planners that, like physicians, they have an ethical obligation to consider whether professional intervention is w...

The Australian Securities and Investments Commission is tightening disclosure requirements for non-standard margin lending facilities such as those once offered by Opes P...

DKN Financial Group believes the proposed ban on commissions and volume-based rebates will not affect the fees it receives under its existing distribution contracts with ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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