Australian Unity reveals strategy to utilise its Flinders acquisition to move into full suite trustee services....
Only one Australian super fund is eligible to receive UK pension transfers after the UK Government rejected more than 1600 super funds for failing to comply with new pens...
ASIC has banned a former Provident Capital director from providing financial services for two years, after finding he had engaged in misleading or deceptive conduct in re...
In the ‘second machine age’, advisers must find faster, cheaper ways of providing holistic financial advice while still holding the client’s hand, Andy Marshall writes....
Australians may need to work longer to save more for retirement and a longer life, but Paul Sainsbury asks whether they will be healthy enough to work until 70. ...
Industry funds have criticised the Government’s move to impose one-third independent directors on superannuation funds plus an independent chair but, as Mike Taylor repor...
Money Management’s Mike Taylor writes that, for the AFA, the whole life/risk reform process was a case of damned if you do and damned if you don’t....
Nicholas O'Donoghue writes that for the second year running, the gap between ratings houses, Lonsec and Zenith Investment Partners, has been too close to call, in the fir...
Bentham Asset Management now has all three of its Australian managed funds on the ASX mFund service after the third fund was recently added....
Australian Ethical has launched an emerging companies fund while making changes to existing funds to to gain more investor interest....
Responsible investing platform, Emerald Wrap, has boosted the model portfolio, information and referral tools in response to consumer demand for information and advice....
Two sector reviews by Zenith have found that infrastructure funds have performed far ahead of large cap equity funds reflecting growth in the size of the former....
ASFA has appointed James Bond as its director of external affairs and investment to help communicate its policy messages on economy and investments to government and the ...
Fiducian has started the new financial year by picking up a North Shore planning practice with more than $60 million in FUM, for $1.25 million....
Shaw Stockbroking re-brands itself to Shaw and Partners, even as it adds 15 advisers to the firm....
The FSC warns that the States are milking the insurance sector for revenue with impacts for under-insurance and that a renegotiation of the GST agreement represents a par...
Research houses, Lonsec and Zenith Investment Partners are leading the way in the 2015 Money Management Rate the Raters survey, in terms of feedback from fund managers....
Select Asset Management CIO and Trio/Astarra whistle-blower, Dominic McCormick has written a scathing assessment of recent reports around IOOF and criticised the emerging...
Strong growth in overseas share markets has helped MySuper funds to outperform SMSFs with 31 per cent on average allocated to overseas listed equities, an investment tren...
One profession fixes numbers, the other people. But despite their differences, accountants and doctors have much to contribute in improving patient outcomes, according to...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...