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Life/risk advisers are craving detail on their new remuneration regime with the three-year claw-back the most problematic issue....

Life/Risk • 1 July 2015

Hedge funds seem to be making a cautious return to the market with an annual return growth of 15.6 per cent in 2014, doubling since 2012, but still only accounts for four...

Funds management • 1 July 2015

Television personality David Koch picks up a stake in Adviser Ratings and points to financial literacy push....

Financial planning • 1 July 2015

Payday lender Money3 will refund $100,000 to consumers following breach concerns from ASIC, despite finding it did not violate its responsible lending obligations....

Financial planning • 2 July 2015

To help the OTC bond market become more transparent FIIG Securities has started reporting independent daily prices on all of its commonly-traded bonds....

Financial planning • 2 July 2015

Following its new code of conduct and direction Corporate Super Specialists Alliance has rebranded as Workplace Super Specialists Australia....

Superannuation • 2 July 2015

Challenger believes its move to sell the company’s interest in Kapstream Capital will create opportunities for its Fidante Partners businesses....

Funds management • 2 July 2015

The focus on premiums reductions under the new LIF regime ignores wider changes that will take place in the insurance sector, according to the head of a major insurer....

Life/Risk • 2 July 2015

Synchron has the major insurers tendering on a level premium, set-term remuneration model as it argues that claw-backs can be unfair....

Life/Risk • 2 July 2015

Australians could be wasting more than $100,000 worth of retirement savings through unnecessary life and TPD insurance that is automatically added to each superannuation ...

Life/Risk • 2 July 2015

Specialist lawyer, Ian McDermott warns that licensees may be left carrying the can on claw-backs if advisers change dealer groups mid-stream....

Life/Risk • 2 July 2015

Concessions for small businesses and no new taxes on super in the Federal Budget offers real financial planning opportunities for adviser businesses and their clients, Ti...

Tools & guides • 2 July 2015

The environment is not the only ‘e’ being considered when investors think of ESG investing, with ethics also a key consideration....

Funds management • 3 July 2015

Arguing against responsible investment strategies is becoming an increasingly difficult thing to do, with fund performance and investor ambitions aligning, writes Nichola...

Funds management • 3 July 2015

Ethical investing is more than just about having green credentials or being socially aware, but is about high convictions when investing. However, as Jason Spits writes, ...

Funds management • 3 July 2015

Currency movements provided a real tailwind for unhedged infrastructure strategies in the year to 30 April with the top fund returning 32.6 per cent, according to Zenith....

Funds management • 3 July 2015

Australia’s Big Four banks have re-signed licensing deals with software provider, Rubik Financial, as dealer groups and independent advisers weigh up their options....

Financial planning • 3 July 2015

State Street’s head of Asia-Pacific, Lochiel Crafter, has been elected to the Financial Services Council Board....

People & Products • 3 July 2015

Financial services laws need to catch up with technological developments like peer-to-peer lending to avoid expensive and cumbersome applications of the provisions, a law...

Financial planning • 3 July 2015

Majority of those aged over 50 felt they were victims of age discrimination in the workforce in the finance sector, a recruitment firm survey showed....

Financial planning • 3 July 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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