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MDS Financial Limited will release a series of structured products providing exposure to the performance of Warren Buffet’s Berkshire Hathaway Inc....

Funds management • 13 July 2015

HUB24 has doubled its FUA and posted record quarterly net inflows for the past quarter driven by new advisers joining the platform....

Funds management • 13 July 2015

The falling equities market in China is a the result of local conditions and not a long-term or widespread structural failure according to a global funds management group...

Funds management • 13 July 2015

A new APRA analysis has pointed to Australia’s major banks needing to significantly lift their capital adequacy ratios to meet the aspirations of the FSI report....

Funds management • 13 July 2015

Poor policy signalling, delayed action, and mis-reading by markets on climate change threaten the stability of the Australian financial system, according to a report....

Policy & Regulation • 13 July 2015

SMSF trustees who are more likely to receive financial advice were more confident in meeting their retirement goals compared to non-trustees....

Superannuation • 13 July 2015

Large platforms were not servicing small and mid-tier independent financial advisers with their MDAs, as it may be cheaper to cater to the big firms, a boutique firm said...

Financial planning • 13 July 2015

Claims that life/risk advisers have been getting 120 per cent upfront commissions are a myth with the real figure being substantially lower....

Life/Risk • 13 July 2015

After two breaches of financial services law Allianz have refunded about 20,000 customers over $1.4 million....

Policy & Regulation • 13 July 2015

Life insurer AIA Australia has committed to another five years of partnership with the mental health initiative SuperFriend....

Life/Risk • 14 July 2015

Macquarie Wrap is the fourth platform to add a fledgling fund from AllianceBernstein to its platform line-up. ...

Funds management • 14 July 2015

Asset management firms using new active strategies and product innovation have been able to stay ahead of the pack, according to a benchmarking survey....

Funds management • 14 July 2015

More than two thirds of financial employers would not be increasing headcount as confidence in the economy sagged, a survey showed....

Financial planning • 14 July 2015

Former CommInsure managing director, Peter Beck, has won a 10-year legal battle with the Commonwealth Bank over his multi-million dollar defined benefit pension entitleme...

Superannuation • 14 July 2015

The AIOFP has labelled the tri-party life/risk commission regime changes as a sell out of advisers and will submit its own amended regime model this week....

Life/Risk • 14 July 2015

ASIC’s continuing investigation of ACE Insurance results in an adviser being permanently banned....

Life/Risk • 14 July 2015

ASIC has disqualified SMSF auditor Peter Brennan after his performance was found to be deficient along with failing to provide audit reports to three funds....

Superannuation • 14 July 2015

Boutique fund manager Prime Value Asset Management has launched its Prime Value Cash Plus Fund into the retail space....

People & Products • 15 July 2015

The Macquarie Wrap investment platform has added AllianceBernstein’s Managed Volatility Equities Fund....

People & Products • 15 July 2015

Superannuation fund LGsuper has created chief digital officer role as it pursues strategic digital transformation....

People & Products • 15 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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