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Accountants are being warned to start their applications for limited AFSLs now or risk missing the 1 July 2016 deadline....

Accounting • 25 August 2015

OneVue has posted record growth in revenue and funds under administration while reducing its loss by more than a factor of 20....

Funds management • 25 August 2015

J.P. Morgan Investor Services has picked up WA Super's $2.5 billion custody mandate, following a tender and review process....

People & Products • 26 August 2015

TAL recruits Macquarie Bank platforms head, Justin Delaney to new role as chief operating officer....

People & Products • 26 August 2015

AMP announces Tim Mitchell-Adams as new managing director for Charter and ipac....

People & Products • 26 August 2015

FOS selects experienced Sally Davis for Code Compliance Monitoring chief executive role....

People & Products • 26 August 2015

Kinetic Super appoints consultant, Elizabeth Thomas, as interim chief executive....

People & Products • 26 August 2015

Specialist dealer group, Accountable, has appointed OneVue as its digital platform provider, as the deadline for accountants to attain a licence to advise on SMSFs approa...

Financial planning • 26 August 2015

Tailored interactions and building lasting relationships are key to meeting the challenges posed by digital disruptors, according to TAL. ...

Life/Risk • 26 August 2015

UniSuper’s advice offices are now accredited under the FPA Professional Practice program, the first profit-to-member fund to do so....

Financial planning • 26 August 2015

Accounting and advice groups looking to expand their operations are becoming increasingly frustrated by the lack of sellers in the market....

Financial planning • 26 August 2015

The Institute of Public Accountants (IPA) has urged its members to heed ASIC’s warnings about time running out to pursue the new limited licensing regime....

Accounting • 26 August 2015

Principals of advice groups should take an active role in recruiting new advisers or risk being disappointed by HR firms’ choices, a financial service broker warns....

Financial planning • 26 August 2015

The Association of Financial Advisers and consultants claim life/risk advisers may actually see advantages in the new post-Trowbridge hybrid remuneration environment....

Life/Risk • 26 August 2015

Robo-advice firm, Ignition Wealth, announces a partnership with investment house, Lonsec Research....

Financial planning • 26 August 2015

Association of Financial Advisers (AFA) consultant and former NSW Opposition leader, Kerry Chikarovski says the LIF outcome is better than a Government-imposed solution....

Policy & Regulation • 26 August 2015

Australian Unity’s acquisition of Premium Wealth Management alongside Waratah Insurance brokers and Flinders Australia has helped drive a strong increase in earnings....

Financial planning • 26 August 2015

Praemium have announced its first annual profit, recording a 28 per cent increase in total revenue at $24.5 million for the 2014-15 financial year....

Funds management • 27 August 2015

ClearView has posted an underlying net post tax profit of $22.9 million, with an 89 per cent increase in the number of advisers....

Life/Risk • 27 August 2015

The ASX's mFund settlement service says tapping into the SMSF and financial broker customer segments remain key to its expansion....

Financial planning • 27 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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