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New portfolio manager appointed at The Infrastructure Fund....

Financial planning • 27 November 2014

OpenMarkets completes first direct to consumer Managed Funds trade through new platform....

Financial planning • 27 November 2014

Remember the halcyon period prior to the global financial crisis (GFC), when nearly all asset classes showed strong returns and choosing the right investment manager made...

News • 27 November 2014

Forecast interest rate increases in the US and UK allied to a weakening Australian dollar could see a “rush of capital out of Australia”, Australian Unity Investments chi...

Funds management • 28 November 2014

Consumers have high regard for financial advisers’ “technical abilities”, but their trust in the profession has been shaken in recent months, new research reveals. ...

Financial planning • 28 November 2014

ISA claimed industry super funds have outperformed their bank-owned counterparts when it comes to median returns, after APRA released Quarterly MySuper Statistics....

Superannuation • 28 November 2014

A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....

Policy & Regulation • 28 November 2014

Clive Palmer believes Future of Financial Advice (FOFA) laws have overlooked superannuation funds, expressing fears that the protection of industry super fund members cou...

Policy & Regulation • 28 November 2014

Professionalism in the financial services industry remains some distance off and may need Government intervention....

Financial planning • 28 November 2014

A Sydney-sider who made investment recommendations to clients without holding an Australian Financial Services Licence (AFSL) has been banned from providing financial ser...

Financial planning • 28 November 2014

The financial services industry is being urged to embrace technology to help boost consumers’ understanding of financial products....

Financial planning • 28 November 2014

ASIC has reiterated its calls for a national exam stating that recent changes around education still did not guarantee a consistent national standard for advice....

Financial planning • 28 November 2014

A former financial adviser is facing a maximum of 12 years in jail after his lawyer announced his intention to plead guilty to 54 fraud charges....

Financial planning • 28 November 2014

Grant McCorquodale has joined FIIG Securities as its head of personal and intermediary clients, including financial planners....

People & Products • 1 December 2014

The former director of an accountancy firm has been banned by ASIC for being part of a scheme which raised funds from clients for mezzanine finance and mortgage lending....

Accounting • 1 December 2014

Australia’s regulatory and legal system has not kept pace with industry and consumer demand for electronic disclosures, according to ASIC. ...

Financial planning • 1 December 2014

Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....

Superannuation • 1 December 2014

Australian Labor Party Senator Deborah O’Neill is being urged to stop using the victims of the Trio Financial fraud as a “political football”....

Financial planning • 1 December 2014

Both educational qualifications and professional association membership will be later additions to the Government’s financial planner register....

Financial planning • 1 December 2014

Magellan Financial Group has announced it has appointed Dr Brett Cairns as executive chairman, effective 1 January 2015....

People & Products • 1 December 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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