Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...
Clients respect financial advisers who keep their expectations realistic in the face of market gyrations....
Treasury Group Limited has purchased a minority stake in Evergreen Capital Partners, furthering a relationship that began in December last year....
In order to address the issue of 'churning' in life insurance, the responsibility should fall on the underwriter to determine whether to continue with an insurance policy...
APRA admits it does not collect data on how long superannuation funds take to administer rollovers and has no view on what might represent best practice....
The majority of Australian REIT managers outperformed the index over the past 12 months, although performance suffered as a result of global uncertainty, according to Zen...
RI Advice Group hopes a recent internal business review will provide greater support to practices and help it achieve new practice growth targets....
With appropriate transition arrangements in place, the purchase of a financial planning practice should see 98 per cent of the client base retained, says Kenyon Partners ...
Suncorp announces $275 million simplification push including decommissioning legacy policy systems....
The Commonwealth Bank's share trading arm, CommSec, has been penalised to the tune of $35,000 for alleged trading infringements....


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
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...