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CPA Australia’s planning move has serious competitive implications for accountants already running planning practices....

Financial planning • 12 June 2015

Franklin Templeton bond fund positively received by SQM Research and added to Colonial First State’s platform....

Funds management • 15 June 2015

Market movements contributed to a 15 per cent growth for the funds management and platforms sector in the year to the end of March....

Funds management • 15 June 2015

Two major market indices have made changes to allow investors to track share yield and gain exposure to the China A-shares market....

Funds management • 15 June 2015

MLC Private Equity will open a New York office and has secured a team head for the new venture while fintech hub Stone and Chalk has already outgrown its new home before ...

Funds management • 15 June 2015

The expansion of business development capabilities has been front of mind for three mid-size funds management groups with new appointments to cover the eastern and southe...

Funds management • 15 June 2015

Alena Miles explains why marriage should prompt advisers to re-visit clients’ estate planning. ...

Tools & guides • 15 June 2015

Australia’s compulsory superannuation is not only helping diversify assets but is also reducing the cost of the Age Pension and risk, ASFA believes....

Superannuation • 15 June 2015

The overall investment platform sector has grown more than 15 per cent buoyed by strong investment markets and inflows into the wrap and master trust sub-sectors....

Funds management • 15 June 2015

Former Moody’s associate, Daniel Joffe, and his co-accused, Nathan Stromer, have been convicted by the Supreme Court after pleading guilty to two counts of insider tradin...

Funds management • 15 June 2015

Property buyers looking to make their first home purchase an investment face more challenges than other investors, research reveals....

Life/Risk • 15 June 2015

Demand for services that will enable accountants to continue providing SMSF advice after the accountants’ exemption is removed next year, is behind Aura Group’s majority ...

Accounting • 15 June 2015

Queensland industry fund QSuper launched an online financial advice tool, and an online dashboard, indicating a shift into financial advice....

Superannuation • 15 June 2015

The move by liquidator PPB Advisory to de-register a managed investment scheme Trio Capital invested in has been labelled “disastrous” by the Victims of Financial Fraud. ...

Funds management • 15 June 2015

Challenger enters alliance with administrator AAS to deliver annuity products to major super funds....

Superannuation • 15 June 2015

Financial planners have been told they are to lose the grandfathered remuneration status of super to pension transfers under FirstChoice....

Financial planning • 15 June 2015

Former director of BD & WJ Hassell, Barry David Hassell, has been convicted of 39 charges of dishonest conduct and sentenced to 12 months imprisonment....

Financial planning • 15 June 2015

Commercial property investors are reaping the rewards of their investments, with bricks and mortar assets providing higher returns than bonds and equities....

Life/Risk • 16 June 2015

Funds management firm, Fat Prophets, is aiming to give self-managed super investors greater control of their investments through its Super Prophets online platform....

Funds management • 16 June 2015

Boutique fund managers seemed to have clawed back after a post-GFC slowdown, outdoing non-boutique funds and indices over the past 20 years....

Funds management • 16 June 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 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 3 days ago
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