Boutique manager, Peters MacGregor Capital Management has appointed Nathan Bell as head of research....

Assistant Treasurer, Josh Frydenberg will address next month’s inaugural Workplace Super Specialists Association conference, in Sydney....

Self-managed superannuation fund provider Class Super appoints new directors ahead of looming IPO....

Given that roughly one billion people will be 65 or older in East Asia by 2050, Australian banks need to revamp their services, Juan Pedro Moreno and Greg Carroll write....

The ETF sector has continued to grow at pace with more new products launched in the past six months than in the previous two years....

Being bombarded by regulation changes meant advisers were yet to embrace improving client communication by adapting a customised mobile strategy....

Challenger’s Findante makes key European acquisition as turn-key to replicating its multi-boutique play....

Accountants need to recognise how to refer clients to a financial planner for advice if they are not an AFSL holder, or they could be at risk of breaching the Corporation...

Research has found advisers will attempt to offset changes stemming from the new life insurance commission regime with improvements to business efficiency or expanding th...

Financial planners are embracing tablets and showing their willingness to spend on technology to better integrate their businesses but Xplan continues to be the most-used...

Join John Murray for a live webinar and your chance to win a 15 year old bottle of Penfolds Grange! Register now....

The Women in Financial Services Awards was an amazing night - Thank you to everyone involved...

William Truong looks at how the Federal Government’s changes to Centrelink’s asset testing from 1 January 2017 will impact clients looking at a Centrelink allowance....

Do advisers need to alter the way that they view their clients?...

Investors are being urged to take precautions as a market downturn is expected thanks to China’s falling growth, the Greek debt crisis, and the eventual US rate rise....

Independent retirement planners remained averse to retirement product solutions, with little progress being made in dealing with longevity risk....

Federal Treasurer, Joe Hockey has extended the Government’s pledge not to change the super tax settings beyond the life of the current Parliament....

Client loyalty towards advisers will decline in the coming decades, with social media and ‘likes’ set to become the new way of advertising....

New US research suggests planners should embrace robo-advice platforms as a useful tool for servicing a particular client segment....

The AIOFP has called for a shorter claw back period, 70 per cent upfront commissions with partial retention upon early termination and restrictions on advisers who churn....