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Tell us what you think about the Trowbridge Report by completing the following short survey....

Life/Risk • 15 April 2015

The highly controversial Trowbridge report is set to be discussed live with John Trowbridge and an expert panel on Friday 1 May at the MM Leaders Breakfast, Melbourne. D...

Past events • 15 April 2015

Life insurance sector has weeks, not months to deal with Trowbridge, according to Assistant Treasurer, Josh Frydenberg....

Life/Risk • 15 April 2015

Expanding its global distribution focus in Australia and Asia, TIAA-CREF Asset Management has opened its new office in Sydney to grow its capabilities and strengthen rela...

People & Products • 16 April 2015

Older workers and those with a disability are forced to retire early as they are more likely to face job exclusion....

Financial planning • 16 April 2015

More than half of CFOs expect to add new finance and accounting professionals this year despite challenges in sourcing and keeping appropriate talent leading to remunerat...

People & Products • 16 April 2015

Majority of planners are keen to jump on the deferred lifetime annuities band wagon, and this is more so among those who already use annuities....

Financial planning • 16 April 2015

The Federal Court of Australia has found ActiveSuper breached the Corporations Act in inducing investors to set-up SMSFs to invest in a non-existent US business and other...

Superannuation • 16 April 2015

The Financial Adviser Register (FAR ) will be expanded in scope as ASIC begins requesting information relating to the education and membership of professional association...

Financial planning • 16 April 2015

New research points to unsustainability of disability insurance market in Australia....

Life/Risk • 16 April 2015

ASIC signals clamp down on multiple instances of planning firms charging for advice that was never provided....

Financial planning • 16 April 2015

ANZ will refund $30 million to 8500 clients after its Prime Access advice package failed to deliver documented annual reviews between 2006 and 2013....

Financial planning • 16 April 2015

Blackrock’s David Hudson has moved to Perpetual diversified strategies team, while Matthew Sherwood has been promoted to a position in the same team. ...

People & Products • 17 April 2015

Brian Peters has been appointed IQ Group’s CEO after Graham Sammells led the company for eight years....

People & Products • 17 April 2015

Australia’s leading CBD office leasing markets have experienced a positive start to 2015, with Perth the “outlier” with tenant demand continuing to contract....

Life/Risk • 17 April 2015

Third-party funds management administrator, MainstreamBPO has moved to list on the ASX....

Funds management • 17 April 2015

Challenger records a 69 per cent jump in its annuity sales in the March quarter to $840 million....

Funds management • 17 April 2015

How do you get GFC-weary clients to appropriately allocate? Join our asset allocation webinar to tackle these issues - 26 May 2015!...

Webinars • 17 April 2015

Australia’s Big Four banks may be popular with shareholders, but they are struggling to convert them into clients, research reveals....

Funds management • 17 April 2015

To protect revenue and ensure groups are paying the right amount of tax the ATO will start face-to-face engagements with key taxpayers....

Financial planning • 17 April 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 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 3 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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