An ASIC review of general insurance sales has revealed that PDSs are falling short and that insurers are seeking to steer clear of personal advice....

TIAA Henderson Real Estate has secured a 50 per cent stake in a landmark office building and retail complex, for $300 million from the Mirvac Group....

Investors are being encouraged to hold onto shares in property management business, GPT Group, following reports of improving occupancy rates in its office portfolio....

Pimco’s head of Global Wealth Management, Australia, Peter Dorrian is stepping down after eight years with the fund manager to pursue a consultancy role. ...

Strong performances by Stockland’s commercial property portfolios have the company on track to surpass its 2014 earnings growth by up to 7.5 per cent per security in 2015...

Tail winds help BTIM to sail to record full-year result....

Quantum Financial principal Claire Mackay has been appointed to ASIC's external advisory panel. ...

Sydney-based universities have the strongest tradition in Australia of producing portfolio managers and analysts, with alumni links behind many of the global job placemen...

Mercer research showed more than half of Australians will have less money than required to meet their desired retirement lifestyle. ...

ASIC has released figures stating it could conduct surveillance of top 50 planning groups in 18 months....

UK-based deVere Group has confirmed its intentions to grow a national financial planning presence in Australia via its acquisition of Meridian Financial. ...

NAB uses its full-year results to declare it is looking at options to improve its return on Wealth product returns....

The reasons for churn in the life/risk arena are long-standing and well-known and insurers need to accept their share of the blame....

The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...

Quick fix solutions, often driven by client demand, won’t serve the financial planning profession in the long run, Paul Barrett writes. ...

In the fourth article in this series on equity investing, Hugh Young discusses why people and a strong culture are so important to successful companies. ...

Jim Minto tracks how the life insurance industry has evolved, particularly with the advent of new superannuation channels....

Peter Stathis looks at the impact narrowing premium gaps could have on life insurance in super. ...

Spire Capital claims solid interest in its US aged care private equity offering. ...

Fidelity has recruited Perpetual institutional specialist, Warwick Boys, and KBC's Alva De Voy. ...