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UK based funds management firm, William Blair, has received a positive rating from research house, Lonsec....

Funds management • 24 August 2015

The manager behind the first private Islamic superannuation fund in the world, Crescent Wealth, has passed $100 million in funds under management....

Funds management • 24 August 2015

Investors looking for a steady yield have rushed to back Charter Hall’s new Direct Automotive Trust....

Life/Risk • 24 August 2015

SMSF saw a robust growth in investment returns during the 2014-15 financial year, according to new findings by SMSF retirement specialist Accurium....

Funds management • 24 August 2015

To improve the customer journey for fund members, Link Group and ME Bank have partnered to offer integrated innovations for super funds....

Superannuation • 24 August 2015

Regardless of how much money people have they are more optimistic about their financial future if they consult a financial planner, the FPA claims....

Financial planning • 24 August 2015

Industry fund, Kinetic Super, has announced its CEO, Megan Bolton has left after seven years in the role....

Financial planning • 24 August 2015

Centrepoint Alliance has pointed to new ventures in its advice and funds managements arms as key drivers for a 78 per cent increase in after tax profits....

Financial planning • 24 August 2015

Workplace super specialists questioned the role of robo-advice in the workplace ahead of a panel discussion at its conference this week....

Financial planning • 24 August 2015

Assistant Treasurer, Josh Frydenberg, has signalled the Government’s active consideration of more flexible super contribution caps for women....

Financial planning • 24 August 2015

Assistant Treasurer, Josh Frydenberg has sent a clear signal that the Government does not intend to rigidly exclude SMSFs from borrowing within super....

Superannuation • 24 August 2015

New Countplus subsidiary, Advice389, has announced it has signed its first partnership agreement with Newcastle-based advice firm, Hunter Financial....

Financial planning • 24 August 2015

New APRA data confirms that despite talk of equal representation, women make up only a quarter of those on industry fund boards....

Financial planning • 25 August 2015

More than half of the 160 accountants who have applied for a limited AFSL have not been granted licences by ASIC....

Accounting • 25 August 2015

Australian enterprises are making greater use of foreign exchange risk strategies compared with global peers, spurred on by interest rate divergence in major markets. ...

Funds management • 25 August 2015

A liquidator has been appointed for a Perth-based private investment company after ASIC lodged an application following complaints of fraud against the companies....

Financial planning • 25 August 2015

To improve banking competition the four pillar policy needs to be removed, according to a Centre of International Finance and Regulation report....

Financial planning • 25 August 2015

A Western Australian financial adviser has been found to have breached her fiduciary duty by organising a $200,000 loan that saw her earn a $70,000 payment....

Financial planning • 25 August 2015

The latest Investment Trends research reveals advisers were already adjusting to the post-Trowbridge reality, with one in five ready to switch insurers....

Life/Risk • 25 August 2015

APRA has stated it sees no sizeable problems around the funding of Industry Super Australia and its lobbying efforts against Government Budget measures....

Superannuation • 25 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. ...

6 days 22 hours 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 2 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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