NAB Wealth appointed James Meade to the new role of head of partnerships development, which will focus on customer attitudes to financial advice....
Financial advice software provider Decimal will offer its online advice platform to more than 100,000 members of a customer-owned mutual bank....
AustralianSuper’s balanced investment option has returned 10.86 per cent over the last year, the third year of double-digit returns....
Financial advisers must monitor the legality of foreign investment into Australian property, amidst calls for transparent rules to govern the investors....
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....
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...
The Productivity Commission has questioned whether TTR pensions are a valid policy device or a tax planning vehicle for the wealthy....
Two insurers have agreed to refund customer of payday lender, The Cash Store, $2 million over “useless” insurance cover....
HUB24 has recorded its funds under management at $1.7 billion on the back of its retail platform offerings, and licensee white label products....
Specialist SMSF administration provider, Class, has added new APIs to its Class Super platform....
Investment manager, Peters MacGregor recruits former Aberdeen AM staffer, Alex Haynes, as head of distribution....
Money Management’s Platforms & Wraps Conference at Magenta Shores this month will examine whether platforms are vulnerable to digital disruption....
Aon Hewitt partners with Lonsec to deliver direct investment on Aon Master Trust platform....
Specialist planning software provider Midwinter appoints former Commsec staffer, Adam Rebeira, as senior BDM....
Apt Wealth Partners head of advice John Moran becomes the third winner of Gwen Fletcher award given by the FPA....
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...
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...
Research house Zenith finds that good performance of long/short managers likely to continue for another 12 months....
The productivity commission’s suggestion of lifting the super preservation age has met with mixed reactions from peak industry bodies....
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....
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...