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Advisers and their retiree clients need to steer away from traditional asset allocation to a multi-asset approach to ensure sufficient income through retirement. ...

Financial planning • 17 September 2015

Industry Super Australia is pursuing a lobbying campaign aimed at blocking super governance changes in the Senate....

Financial planning • 17 September 2015

The AIOFP has been rebuffed by the FPA and AFA in its efforts to present a ‘united front’ on the Life Insurance Framework....

Financial planning • 17 September 2015

New research confirms that the way income protection and TPD claims are handled are crucial to long-term outcomes....

Life/Risk • 17 September 2015

In a bid to transform the way advisers manage their wealth portfolios BT Financial Group has unveiled the latest iteration of its Panorama mobile app....

Financial planning • 18 September 2015

Both superannuation and institutional sectors found August a tough month thanks to all asset classes generating negative returns, according to Morningstar....

Superannuation • 18 September 2015

Australia’s wealth management industry is set to become ‘supercharged’ by virtue of the China-Australia Free Trade Agreement, Assistant Treasurer, Josh Frydenberg, believ...

Financial planning • 18 September 2015

The Asian Funds Passport has the potential to add $100 billion to the local funds management sector but some changes are still required, according to the head of Nikko As...

Funds management • 18 September 2015

The low take-up of limited licences suggested accountants were not realising their advising rights were being snatched by legislation. ...

Accounting • 18 September 2015

Advisers must take advantage of the new Prime Minister and lobby for change in the clawback provisions of the Life Insurance Framework, Synchron said....

Life/Risk • 18 September 2015

Large US manager to offer global equity fund via Equity Trustees having already secured first large scale investor....

Funds management • 21 September 2015

Investment group for advisers set to access new tools and data to build absolute return portfolios....

Funds management • 21 September 2015

Investors looking to leverage smart beta through use of blended investment strategies claims AXA IM ahead of rollout of series of funds....

Funds management • 21 September 2015

The exchange traded product (ETP) sector has continued its record run increasing funds under management by more than $20 billion, more than the total Australian market, i...

Funds management • 21 September 2015

Business spending slowed to its lowest level in almost three years in August, but remains above the decade average of 5.1 per cent....

Financial planning • 21 September 2015

Despite ongoing volatility spooking investors and anticipated periodic selloffs, emerging markets are still expected to give reasonable returns, according to Lonsec....

Financial planning • 21 September 2015

The Government’s proposal to reduce the penalty for late SG payments will dilute consumer protection, according to AIST....

Superannuation • 21 September 2015

NAB’s digital advice offering will link clients with advisers, not cut them out out of the process, with the bank pointing to existing online advice offerings enabling ad...

Financial planning • 21 September 2015

An Administrative Appeals Tribunal has cut two years off an accountants ban from financial services....

Accounting • 21 September 2015

While Kelly O’Dwyer has succeeded Josh Frydenberg as Assistant Treasurer most of the key advisory personnel are expected to remain in place....

People & Products • 21 September 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’...

1 week 6 days 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 16 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 2 days ago
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