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OneVue has appointed an IT specialist and a compliance executive as it makes new enhancements in the firm....

People & Products • 5 August 2015

Jamie Wickham has been appointed as Morningstar’s new head of product and client solutions, Asia-Pacific to drive product development and client solution activities....

Financial planning • 5 August 2015

Fixed income broker, FIIG Securities, has launched a managed income portfolio service, allowing investors to have an integrated offering with a fund manager and direct bo...

Financial planning • 5 August 2015

The decision to invest in ETFs is being driven by investors at present as advisers still come to terms with the growing product sector....

Funds management • 5 August 2015

Some retirement products are inherently complex to effectively generate income streams and it is up to the industry communicate the benefits to customers....

Financial planning • 5 August 2015

Revised superannuation reporting standards relating to fees, investment performance and asset allocation will come into force from 1 July 2016, APRA has confirmed....

Superannuation • 5 August 2015

New research confirms age discrimination is declining with more workers willing to stay in work beyond age 65....

Financial planning • 5 August 2015

Ausbil Investment Management is paying $18 million in compensation to investors affected by a fee inconsistency in the Ausbil Investment Trusts – Australian Emerging Lead...

Funds management • 5 August 2015

Specialist managed account provider MGP have made a string of new signings on the back of a growing interest in MDA services....

Funds management • 5 August 2015

As the superannuation industry grows as does litigation claims thanks to legislation changes and instability in the sector, according to Argyle Lawyers....

Superannuation • 5 August 2015

The Financial Services Council (FSC) is shaping a new, post-Trowbridge code of conduct for life/risk insurers....

Life/Risk • 5 August 2015

Financial planning organisation State Super Financial Services have deployed Midwinter's cloud-based Advice OS platform in the first stage of its business transformation,...

Financial planning • 6 August 2015

Australian ETF assets rose by 3.76 per cent since the March quarter, and stood at $18.29 billion in the June quarter. ...

Financial planning • 6 August 2015

ASIC enforcement activities have led to three advisers receiving jail sentences in the first half of 2015, the regulator reveals....

Financial planning • 6 August 2015

A joint operation between ASIC and the Australian Federal Police into the hacking of online accounts of retail investors in August last year has now resulted in over $77...

Funds management • 6 August 2015

Two small funds have made the highest rankings in balanced super funds as international shares and listed property boost returns, according to SuperRatings....

Superannuation • 6 August 2015

NAB owned financial planning group Apogee will focus on boosting client experiences around financial planning to expand its reach into those not currently accessing advic...

Financial planning • 6 August 2015

The FSC wants the Government and Opposition to develop a bipartisan “purpose” for super and had warned the Government about the costs of pausing the rise in the super gua...

Financial planning • 6 August 2015

Life/risk insurers must deliver a meaningful code of conduct in the post-Trowbridge environment, according to TAL chief executive, Brett Clark....

Life/Risk • 6 August 2015

Brisbane-based Sentinel Private Wealth has had conditions added to its licence after concerns were raised by ASIC around its ability to meet its compliance obligations....

Financial planning • 6 August 2015
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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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