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A passion for advocacy saw Shannon Durrant take out Money Management and Super Review’s Industry Advocacy Award....

Awards • 31 October 2014

Some of the industry’s most courageous and inspiring women were celebrated at Money Management and Super Review’s second annual Women in Financial Services Awards. ...

Awards • 31 October 2014

Susan Gosling, NAB Asset Management’s head of investments, has been named Investment Manager of the Year. ...

Awards • 31 October 2014

A passion for promoting the benefits of superannuation but also good governance and social engagement has been a feature of Michelle DiFabio’s work in financial services ...

Awards • 31 October 2014

Taking a lead in delivering a new insurance product to the market and creating master classes saw BT Financial Group’s Katherine Ashby get the award for Money Management ...

Awards • 31 October 2014

TAL has won the Employer of the Year for its range of pro-active steps over the past 12 months to address gender imbalances within the workplace, with Chief People and Cu...

Awards • 31 October 2014

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 • 3 November 2014

Life insurers operating in the group risk area ignored warnings from APRA that price reductions and soft underwriting practices would affect profitability...

Life/Risk • 3 November 2014

There is some confusion and buck passing between trustees and advisers when it comes to compliance responsibility of a SMSF....

Superannuation • 3 November 2014

Westpac reports $7.561 billion full-year profit with solid contribution from BTFG....

Financial planning • 3 November 2014

Perth-based dealer group, Sentry, is the first major client to sign up with new asset consultancy group, InvestSense, led by three former van Eyk consultants....

Financial planning • 3 November 2014

People aged between 35 and 49 do not place value in going to a financial advisor, with only 15 per cent having done so....

Superannuation • 3 November 2014

The Commonwealth bank has extended the customer contact element of its Open Advice Review and confirmed that three of the nation’s most high profile plaintive law firms a...

Financial planning • 3 November 2014

Clearview announces new management structure in wake of Matrix acquisition....

Financial planning • 3 November 2014

Former Astarra Asset Management director Eugene Liu will remain banned from providing financial services after the AAT affirmed ASIC’s original banning order....

Financial planning • 3 November 2014

Boutique funds management organisation Treasury Group will conclude its merger with US based Northern Lights Capital Group in the next few weeks...

Funds management • 4 November 2014

Bloomberg Indexes has taken over the management and running of the Australian bond indices after completing their purchase from UBS in late September....

Funds management • 4 November 2014

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...

Funds management • 4 November 2014

SMEs will be able to obtain group life cover from MetLife Insurance Ltd that was previously sold through superannuation funds as part of its partnership with insurance br...

Life/Risk • 4 November 2014

New research suggests so-called “millenials” may have been wrongly type-caste as conservative investors and need properly targeted advice....

Financial planning • 4 November 2014
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 5 days 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. ...

3 weeks 5 days ago
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