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Melbourne based fund manager will launch the second ‘active ETF’ into the Australian market, pending regulatory approval, following the path taken by Magellan earlier thi...

Funds management • 16 June 2015

Shares in BT Investment Management (BTIM) have been placed in a trading halt on the Australian Securities Exchange (ASX) as the majority Westpac-owned company embarks on ...

Funds management • 16 June 2015

The SMSF Association has backed the PJC’s push for greater co-regulation to lift professional standards in financial advice to help improve customer confidence....

Superannuation • 16 June 2015

The Federal Government has been warned against tinkering with the super tax concessions in a way which would undermine the purpose of super....

Superannuation • 16 June 2015

ASIC imposes fines after improper comparisons with industry funds lands BTFM in hot water....

Superannuation • 16 June 2015

Aura Group has moved to focus on the post-accountants exemption environment by acquiring a majority stake in AFG....

People & Products • 17 June 2015

Dealer group Fortnum Financial Group has approved use of Colonial First State’s FirstWrap platform....

People & Products • 17 June 2015

Qualitas appoints former Perennial CEO, Lewis Bearman, as its first external director....

People & Products • 17 June 2015

Former FPA chairman, Matthew Rowe, steps down as managing director of Hood Sweeney to pursue studies....

People & Products • 17 June 2015

Prime Value AM appoints former IML staffer, David Glascott to head retail distribution....

People & Products • 17 June 2015

Changes to the age pension has seniors rethinking their assets as their deemed income may now push them over the threshold to receive the seniors health card....

Superannuation • 17 June 2015

Self-managed superannuation funds give greater flexibility, control and choice, but they are not for everyone an expert claims....

Superannuation • 17 June 2015

PPB Advisory denied it intended to deregister Trio Capital or Astarra Strategic fund, and said claims by Victims of Financial Fraud were “factually incorrect”....

Funds management • 17 June 2015

ETFs have boomed as a sector but investors should be cautious about chasing international performance. ...

Funds management • 17 June 2015

Errors on white-labelled Macquarie platforms lead to refunds payments to 2300 present and former clients....

Funds management • 17 June 2015

The Greens have put the super settings into play as part of a deal with the Government to support the passage of the Budget changes tightening the pension asset test....

Policy & Regulation • 17 June 2015

An unlicensed foreign exchange trader has agreed to stop cold-calling Australian investors following a requestion to cease the practice by ASIC....

Funds management • 18 June 2015

With deepening economic relationships and most recently with the country’s new free trade agreement with China, Australia still lags in investment relationships with Asia...

Funds management • 18 June 2015

Taxation in and around super should be left alone with adjustments made to personal tax rates for retirees more likely to stimulate growth, claims the SMSF Association....

Financial planning • 18 June 2015

Collecting advice clients’ data for analysis and aggregation in order to tailor advice comes with pitfalls, as privacy laws may hinder the extent to which that data can b...

Financial planning • 18 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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