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Financial planning

29 Feb

ASIC warned on research payments ban

ASIC warned that seeking to revisit a ban on direct payments from fund managers to research providers would be counter-productive....

Financial planning

29 Feb

ASIC cancels Sydney finance broker's credit licence

ASIC has cancelled the Australian credit licence of Nova Home Loans Pty Limited after the company failed to become a member of one of ASIC's approved external dispute res...

Funds management

29 Feb

Fund manager thinking is flawed, says Perpetual

The failure of the investment industry to deliver what investors needed over the past decade is down to a focus on stock selection at the expense of asset allocation, acc...

Funds management

29 Feb

More diversity needed on fixed income, says MLC

MLC Investments specialist Stuart Piper urges investors to diversify their fixed income to ensure there's more liquidity....

Financial planning

29 Feb

Accountants urge SMSF advice ability

The Institute of Public Accountants wants a post-FOFA regime allowing accountants to provide general financial advice, including around SMSF establishment....

Financial planning

29 Feb

Ombudsman's slim grasp of intra-fund advice disputes

The Financial Ombudsman Service has admitted it has only minimal specific information about the number of intra-fund advice disputes it handles....

Financial planning

29 Feb

Zenith small companies review finds ESG focus

Zenith's small companies sector review has turned up just 16 ratings of recommended or better from a universe of 46....

Financial planning

29 Feb

Lonsec to launch financial advice tool

Lonsec has flagged the launch of a tool to help financial advisers create SOAs....

Financial planning

28 Feb

Five assistant treasurers in five years

Eyes on David Bradbury to replace Mark Arbib....

Funds management

28 Feb

Tasmanian Perpetual Trustees signs up for S&P rating

Tasmanian Perpetual Trustees has announced its Select Mortgage Fund has been given a three-star rating by S&P, although the rating will only stand until S&P's 1 October w...