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NAB Wealth appointed James Meade to the new role of head of partnerships development, which will focus on customer attitudes to financial advice....

Financial planning • 6 July 2015

Financial advice software provider Decimal will offer its online advice platform to more than 100,000 members of a customer-owned mutual bank....

Financial planning • 7 July 2015

AustralianSuper’s balanced investment option has returned 10.86 per cent over the last year, the third year of double-digit returns....

Superannuation • 7 July 2015

Financial advisers must monitor the legality of foreign investment into Australian property, amidst calls for transparent rules to govern the investors....

Financial planning • 7 July 2015

Pensioners are being advised to hold onto their homes or upgrade to more expensive houses to reduce the amount of capital beyond the pension assets test....

Superannuation • 7 July 2015

Two of the key accounting bodies, CPA Australia and Chartered Accountants Australia and NZ are fighting it out in the NZ High Court over allegations of professional denig...

Accounting • 7 July 2015

The Productivity Commission has questioned whether TTR pensions are a valid policy device or a tax planning vehicle for the wealthy....

Policy & Regulation • 7 July 2015

Two insurers have agreed to refund customer of payday lender, The Cash Store, $2 million over “useless” insurance cover....

Life/Risk • 7 July 2015

HUB24 has recorded its funds under management at $1.7 billion on the back of its retail platform offerings, and licensee white label products....

Funds management • 7 July 2015

Specialist SMSF administration provider, Class, has added new APIs to its Class Super platform....

People & Products • 8 July 2015

Investment manager, Peters MacGregor recruits former Aberdeen AM staffer, Alex Haynes, as head of distribution....

People & Products • 8 July 2015

Money Management’s Platforms & Wraps Conference at Magenta Shores this month will examine whether platforms are vulnerable to digital disruption....

People & Products • 8 July 2015

Aon Hewitt partners with Lonsec to deliver direct investment on Aon Master Trust platform....

People & Products • 8 July 2015

Specialist planning software provider Midwinter appoints former Commsec staffer, Adam Rebeira, as senior BDM....

People & Products • 8 July 2015

Apt Wealth Partners head of advice John Moran becomes the third winner of Gwen Fletcher award given by the FPA....

Financial planning • 8 July 2015

A former credit representative has been given 350 hours of community services after investigations by ASIC found he was guilty to three charges of creating false document...

Financial planning • 8 July 2015

With more countries pledging to address climate change, investors have responded by increasing climate bonds by 20 per cent from last year, according to a bonds and clima...

Financial planning • 8 July 2015

Research house Zenith finds that good performance of long/short managers likely to continue for another 12 months....

Funds management • 8 July 2015

The productivity commission’s suggestion of lifting the super preservation age has met with mixed reactions from peak industry bodies....

Superannuation • 8 July 2015

ASIC has confirmed it has the big institutions still under close scrutiny over their handling of financial market benchmarks such as the Bank Bill Swap Rate....

Financial planning • 8 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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