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...
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. ...
Investors are set to gain access to residential property assets without the use of debt, through Spring Financial Group’s partnership with DomaCom Australia....
Digital disruption in wealth management should focus on engagement not technology, according to BNP Paribas Securities Services....
SMSFs’ huge home bias of equity and cash could lead to risks if the local share market corrects more than offshore, Invast Australia believes....
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...
Three months after it was first made public, the Life Insurance Framework still lacks a solid definition of which lapses represent churn....
GBST has retained the services of an international search firm to find CEO successor to Stephen Lake....
The Association of Financial Advisers has recruited a former journalist as an events associate....
Club Plus has announced key appointments as part of the fund's growth strategy....
Canberra-based accounting and consulting firm, Synergy Group, has acquired Moore Stephens Canberra....
Aberdeen Asset Management has recruited AMP Capital staffer, Josh Hall, as an investment specialist within its Australian business....
Wealth management platform provider PractiFI has partnered with Rubik to expand its superannuation technology offerings....
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...
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...
New data released by the Australian Taxation Office suggests concerns about SMSFs and LBRAs may be overblown....
The Law Council of Australia has backed Government amendments which would exclude Australian private companies from tax transparency laws as alleviating an injustice....
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. ...
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 ...
Non-aligned planning group signs Midwinter in effort to expand advice offering....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...