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Australian Unity reveals strategy to utilise its Flinders acquisition to move into full suite trustee services....

Funds management • 3 July 2015

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...

Superannuation • 3 July 2015

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...

Financial planning • 3 July 2015

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....

Tools & guides • 3 July 2015

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. ...

Tools & guides • 3 July 2015

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...

Editorial • 3 July 2015

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....

Editorial • 3 July 2015

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...

Rate the raters • 6 July 2015

Bentham Asset Management now has all three of its Australian managed funds on the ASX mFund service after the third fund was recently added....

Funds management • 6 July 2015

Australian Ethical has launched an emerging companies fund while making changes to existing funds to to gain more investor interest....

Funds management • 6 July 2015

Responsible investing platform, Emerald Wrap, has boosted the model portfolio, information and referral tools in response to consumer demand for information and advice....

Funds management • 6 July 2015

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....

Funds management • 6 July 2015

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 ...

Superannuation • 6 July 2015

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....

Financial planning • 6 July 2015

Shaw Stockbroking re-brands itself to Shaw and Partners, even as it adds 15 advisers to the firm....

Funds management • 6 July 2015

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...

Life/Risk • 6 July 2015

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....

Funds management • 6 July 2015

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...

Financial planning • 6 July 2015

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...

Financial planning • 6 July 2015

One profession fixes numbers, the other people. But despite their differences, accountants and doctors have much to contribute in improving patient outcomes, according to...

Knowledge Centre • 6 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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