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Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia’s Big Four banks, a new survey reveals....

Financial planning • 23 February 2015

Strong performances of office, retail and industrial properties have helped drive a 13 per cent increase in post-tax profit for GPT Group....

Life/Risk • 24 February 2015

Financial planners should be actively engaging with clients at present to address portfolio return expectations which will need to cover expected long term muted equity a...

Financial planning • 24 February 2015

Spring FG has shuffled its management team and has appointed the new state managers for Victoria and Queensland....

People & Products • 24 February 2015

Investment specialist Blue Sky Alternative Investments Limited has appointed Neil Power as its new managing director for its hedge fund division....

People & Products • 24 February 2015

Wilson HTM is selling its securities arm to NZ private wealth and investmenet management firm Craigs, which has grabbed a 40 per cent share....

Funds management • 24 February 2015

Retirees should be given incentives to cash-in on their homes without being penalised by the Age Pension assets test an expert believes....

Superannuation • 24 February 2015

Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....

Financial planning • 24 February 2015

ClearView has told the Trowbridge working group it wants the word “commissions” replaced along with the banning of shelf space fees and volume bonuses....

Financial planning • 24 February 2015

ASIC may take enforcement action against individual financial planners who provided advice on complex products after 10 licensees have been involved in taking corrective ...

Financial planning • 24 February 2015

Technology and software provider Iress has reported an underlying group profit of $71.4 million for year to the end of December 2014, up 27.7 per cent on the on the pcp....

Financial planning • 25 February 2015

Demand for sustainable investment options is continuing to gain momentum in Australia, with the investment category growinng by 34 per cent since 2012, an international r...

Funds management • 25 February 2015

Centrepoint Alliance has increased its statutory net profit after tax by more than 100 per cent and will pay a dividend to its shareholders for the first time in eight ye...

Financial planning • 25 February 2015

ClearView has reported a solid first half which included its acquisition of Matrix....

Financial planning • 25 February 2015

Government urged to consider allowing married couples to have joint superannuation accounts....

Superannuation • 25 February 2015

Financial services organisations should work together to improve planner standards and consumer confidence, according to Finsia....

Financial planning • 25 February 2015

A third of all women in finance prefer a male boss, while only 14 per cent make it to senior manager positions....

Financial planning • 25 February 2015

Risk advisers offer a real value proposition for clients irrespective of how they are remunerated....

Financial planning • 25 February 2015

ASIC has banned a Queensland based financial adviser from providing financial services for five years for misleading conduct and inappropriate advice....

Financial planning • 25 February 2015

New FSC chair signals change is inevitable for life/risk remuneration....

Life/Risk • 25 February 2015
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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 1 day 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 1 day 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 4 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 4 days ago
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