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Platforms have been usurping the role of advisers by constructing barriers to entry, according to Heathcote Investments Partners director, Clayton Coplestone....

Financial planning • 3 August 2015

Former NAB financial planner, Graeme Cowper, has commenced defamation proceedings against Fairfax Media, two of its journalists, and whistle-blower, Jeff Morris....

Financial planning • 3 August 2015

Federation Centres chief executive, Steven Sewell, has agreed to leave the company after playing a key role in the shopping centre giant’s merger with the Novion Property...

Life/Risk • 4 August 2015

Changes to gaming legislation in Queensland are set to make the state’s pubs an enticing proposition for investors, after a bumper year for hotel transaction....

Life/Risk • 4 August 2015

Fund administration and registry technology provider GBST has signed a major UK diversified financial services provider to its software system expanding the group’s inter...

Superannuation • 4 August 2015

Planning group signs with superannuation and corporate compliance software to offer accountants licensing solution....

Financial planning • 4 August 2015

Despite being more worried about retirement income shortfall, Australian women gave less thought towards planning forward than men....

Financial planning • 4 August 2015

The term robo-advice needs to be better defined as reflecting its current focus on compliance and risk profiling instead of actual advice, according to the head of an adv...

Financial planning • 4 August 2015

Suncorp Group Limited has announced its full-year profits have increased to more than $1.1 billion for the year to 30 June 2015....

Life/Risk • 4 August 2015

A change in attitude towards money and out-dated trust fund structures were acting as a lethal combination, leading to increased trust fund disputes....

Financial planning • 4 August 2015

Former NAB financial planner, Graeme Cowper, is suing the ABC over its reporting of allegedly poor financial advice provided by the bank’s advisers....

Financial planning • 4 August 2015

A specialist financial services lawyer has questioned whether planners can be held negligent for not recommending SMSFs to super fund members with high account balances....

Financial planning • 4 August 2015

Privately owned financial planning group Fitzpatricks Private Wealth has signed another senior planner from a competitor, the second move of its kind in the past month....

Financial planning • 4 August 2015

SMSF advice group Dixon Advisory has paid $20,000 in penalties related to potentially misleading claims around the costs and performance of SMSFs....

Superannuation • 4 August 2015

Novion's McNaughton succeeds Sewell as chief executive of specialist retail property manager, Federation Centres....

People & Products • 5 August 2015

SMSF administration provider BGL links with Accurium to deliver actuarial certificates via Simple Fund 360....

People & Products • 5 August 2015

UniSuper announces two external appointments to its risk and legal services team to deal with governance issues....

People & Products • 5 August 2015

Standard Life appoints two new multi-asset specialists as it builds its Asia-Pacific strategy....

People & Products • 5 August 2015

RSM Bird Cameron has kicked off a regional expansion by opening a Toowoomba presence....

People & Products • 5 August 2015

Dalton Nicol Reid recruits former UBS staffer, Scott Kelly to the group’s investment team....

People & Products • 5 August 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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