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Superannuation

07 Nov

XPLAN and Class Super pair up

Wealth management platform, XPLAN, and cloud SMSF software, Class Super, have been integrated in an attempt to bridge the gap between planners and accountants. ...

Financial planning

06 Nov

Lonsec acquires van Eyk’s iRate

Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...

Financial planning

06 Nov

Trident pays $10,000 penalty

Trident Investment Management has paid a $10,200 fine for the potentially misleading promotion of some of its investment funds. ...

Funds management

06 Nov

Trio victims tell opposition it’s too little, too late

Victims of the Trio Capital collapse have accused the Federal Opposition of jumping on their bandwagon for political populism....

Financial planning

05 Nov

Calls to curb lending regulation

Regulation to stall investment lending is unnecessary and could have disastrous consequences on regional growth, according to Mortgage Choice. ...

Funds management

04 Nov

Fund management changes see custodian role in flux

Recent regulatory change has seen the role of custodians evolve into the risk management space, as superannuation clients struggle to keep up with their increased reporti...

Financial planning

03 Nov

Consultant-charging match service wants to shake up FS

A newly-launched website wants to turn the financial services industry “on its head” by data matching consultants with firms for a 10 per cent cut of their paycheck. ...

Financial planning

31 Oct

Slattery shines as Woman of the Year

The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...

Financial planning

31 Oct

Partner philosophy underscores Gopal’s victory

BDM of the Year 2014: Shivani Gopal, Asteron Life A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice...