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The Federal Opposition has recommitted to cutting super tax concessions on high account balances while rejecting the Government’s super fund governance changes as an atte...

Superannuation • 6 August 2015

Industry fund Cbus has moved to TAL for its group life insurance offering following board approval....

Life/Risk • 6 August 2015

ASIC has banned a second Macquarie Equities Limited adviser in relation to falsification of records and unauthorised trading on client accounts....

Financial planning • 6 August 2015

A Sydney-based financial planning group has launched an employee benefits scheme to lift employee financial literacy with connections through to advice intermediaries....

Financial planning • 7 August 2015

Fintech models cannot fit into the current regulatory framework as it was designed in the early 2000s and is out of date....

Financial planning • 7 August 2015

The focus should be moved from super account balances to members’ projected retirement incomes, according to an expert panel....

Financial planning • 7 August 2015

While financial planners seem to over-estimate the risk tolerance of their clients, they are often good at identifying and achieving life goals....

Financial planning • 7 August 2015

Assistant Treasurer, Josh Frydenberg says the major insurers must help ease the way for advisers in the post-Trowbridge environment....

Life/Risk • 7 August 2015

Magellan Financial Group has launched a currency hedged version of its ASX quoted Magellan Global Equities Fund (MGEF)....

Funds management • 10 August 2015

The Altius Sustainable Bond Fund has been added to the netwealth platform following its inclusion on Emerald Wrap earlier this year....

Funds management • 10 August 2015

PIMCO has had the ratings on two funds upgraded by Zenith to “Highly Recommended”....

Funds management • 10 August 2015

Bennelong has formed a partnership with newly-formed Australian equities investment manager, Touchstone Asset Management, to provide back office and financial support....

Funds management • 10 August 2015

The dual mandate Future Generation Global Investment Company (FGGIC) is on target to reach its initial investment amount with about half the funds raised....

Funds management • 10 August 2015

Platform availability will drive annuity use among advisers, according to market research....

Funds management • 10 August 2015

Almost half of Australian couples would stay in an unhappy union if it provided financial security, according to Slater and Gordon....

Financial planning • 10 August 2015

ASIC is taking action over companies associated with the 21st Century Group and Jamie McIntyre as it alleges five banking schemes are unregistered managed investment sche...

Life/Risk • 10 August 2015

Current questionnaire based risk profiling fails clients with advisers unable to provide a solid basis for decisions stemming from the process....

Financial planning • 10 August 2015

NAB posts solid third quarter update, with NAB Wealth making significant contributions....

Financial planning • 10 August 2015

Challenger’s annuities have been made available on CFS’ FirstWrap and FirstChoice platforms. ...

Funds management • 10 August 2015

Most financial planners feel they are valued by their employers with few actively looking for an alternative place of work....

Financial planning • 10 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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