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ANZ secures Tracy Ong as Chief Representative, ANZ Malaysia....

Financial planning • 4 December 2014

Comminsure has recruited IFS Insurance Solutions executive, Robert Nunez, to key group insurance role....

Financial planning • 4 December 2014

Capital Group has ramped up its retail distribution push shifting from working through third parties to recruiting its own team of account managers and sales support staf...

Financial planning • 4 December 2014

AustralianSuper appoints Principal Real Estate Investors as its advisor for US office strategy....

Financial planning • 4 December 2014

Altius AM launches bond product into ESG space....

Financial planning • 4 December 2014

A South African listed property fund is continuing its push into the Australian market, adding two NSW industrial properties to its portfolio of Australian assets...

Life/Risk • 5 December 2014

The boom is over: long live the boom. A greying developed world, China’s slowdown and the faltering performance of the BRICS (Brazil, Russia, India, China and South Afric...

Knowledge Centre • 5 December 2014

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

Knowledge Centre • 5 December 2014

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, w...

Knowledge Centre • 5 December 2014

Profitable investing in the post-Global Financial Crisis (GFC) environment requires far more than simple good luck or good management. Instead, a new paper by AMP Capital...

Knowledge Centre • 5 December 2014

Small cap managers should not be considered only on the size of their funds under management due to differing strategies in that sector of the market where stock values c...

Funds management • 5 December 2014

Retail clients lured by yield are buying unlisted bonds without considering the high risks and whether they suit their investment profile, according to Morningstar....

Funds management • 5 December 2014

Consumers should equip themselves with basic financial literacy and knowledge before they walk into a financial planner’s office, general manager of an online financial e...

Financial planning • 5 December 2014

Super executives concerned to ensure Sunday’s final FSI recommendations do not reflect skewed view of super fees....

Superannuation • 5 December 2014

ISA has fired a last shot across the bows of retail financial advice before the release of the FSI report calling for the “conflict-ridden, vertically integrated business...

Financial planning • 5 December 2014

Most financial planners believe they will have to increase the fees they charge clients as a result of the Future of Financial Advice (FOFA) reforms, a new survey reveals...

Policy & Regulation • 5 December 2014

Much as a judge or magistrate has a duty to stay impartial when hearing matters which come before their courts, so too does a Commonwealth regulator....

Financial planning • 5 December 2014

FPA chief executive, Mark Rantall, has expressed disappointment that the ASIC chairman’s comments impacted the entire profession....

Financial planning • 5 December 2014

The FSI final report has recommended establishing a Board to oversight both APRA and ASIC....

Financial planning • 7 December 2014

FSI urges opening up default funds to competition along with removing the barriers to post-retirement product development...

Financial planning • 7 December 2014
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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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