Risk specialist practice, MBS Insurance, has joined the Bombora Advice group, as the business seeks to capitalise on the opportunities of the post-FOFA/Trowbridge era....
Two insurers have agreed to refund customer of payday lender, The Cash Store, $2 million over “useless” insurance cover....
Pensioners are being advised to hold onto their homes or upgrade to more expensive houses to reduce the amount of capital beyond the pension assets test....
Research houses, Lonsec and Zenith Investment Partners are leading the way in the 2015 Money Management Rate the Raters survey, in terms of feedback from fund managers....
Fiducian has started the new financial year by picking up a North Shore planning practice with more than $60 million in FUM, for $1.25 million....
Australia’s Big Four banks have re-signed licensing deals with software provider, Rubik Financial, as dealer groups and independent advisers weigh up their options....
Arguing against responsible investment strategies is becoming an increasingly difficult thing to do, with fund performance and investor ambitions aligning, writes Nichola...
The environment is not the only ‘e’ being considered when investors think of ESG investing, with ethics also a key consideration....
Australians could be wasting more than $100,000 worth of retirement savings through unnecessary life and TPD insurance that is automatically added to each superannuation ...
Challenger believes its move to sell the company’s interest in Kapstream Capital will create opportunities for its Fidante Partners businesses....
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...