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Shaw and Partners has continued to recruit from the ranks of Macquarie Private Wealth, this time taking a key Adelaide team and appointing Malcolm Cameron as Victorian St...

People & Products • 21 September 2015

Life risk sales rebounded in June after declining for two quarters but the sector remained flat in the year to June, DEXX&R data showed. ...

Financial planning • 22 September 2015

Investors are set to gain access to residential property assets without the use of debt, through Spring Financial Group’s partnership with DomaCom Australia....

Financial planning • 22 September 2015

Digital disruption in wealth management should focus on engagement not technology, according to BNP Paribas Securities Services....

Funds management • 22 September 2015

SMSFs’ huge home bias of equity and cash could lead to risks if the local share market corrects more than offshore, Invast Australia believes....

Superannuation • 22 September 2015

Financial planners should be seeking reliable measures to assess risk aversion in clients and not rely on them, or the planner’s own skills to provide assessments, accord...

Financial planning • 22 September 2015

Three months after it was first made public, the Life Insurance Framework still lacks a solid definition of which lapses represent churn....

Life/Risk • 22 September 2015

GBST has retained the services of an international search firm to find CEO successor to Stephen Lake....

People & Products • 23 September 2015

The Association of Financial Advisers has recruited a former journalist as an events associate....

People & Products • 23 September 2015

Club Plus has announced key appointments as part of the fund's growth strategy....

People & Products • 23 September 2015

Canberra-based accounting and consulting firm, Synergy Group, has acquired Moore Stephens Canberra....

People & Products • 23 September 2015

Aberdeen Asset Management has recruited AMP Capital staffer, Josh Hall, as an investment specialist within its Australian business....

People & Products • 23 September 2015

Wealth management platform provider PractiFI has partnered with Rubik to expand its superannuation technology offerings....

Superannuation • 23 September 2015

Despite being hit hard during the GFC advisers should consider the use of hedge funds but be on the look out for funds that have high illiquid asset allocations, a US hed...

Funds management • 23 September 2015

Life Insurer AIA Australia has appointed five new distribution team members to bolster adviser support resources before the transition to the new Life Insurance Framework...

Life/Risk • 23 September 2015

New data released by the Australian Taxation Office suggests concerns about SMSFs and LBRAs may be overblown....

Superannuation • 23 September 2015

The Law Council of Australia has backed Government amendments which would exclude Australian private companies from tax transparency laws as alleviating an injustice....

Policy & Regulation • 23 September 2015

Advisers transitioning to the new life/risk remuneration models were in for short-term pain but could be paid more commissions in the long run. ...

Financial planning • 23 September 2015

The banning of an experienced accountant for breaches of financial services legislation highlights the need for all professionals to be aware of the regulatory framework ...

Financial planning • 23 September 2015

Non-aligned planning group signs Midwinter in effort to expand advice offering....

Financial planning • 24 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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