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Wholesale funds growth rate is still strong at 13 per cent despite a -2.1 per cent drop for the June quarter, according to Plan For Life....

Funds management • 28 September 2015

CBA have launched a new online portal which allows SMSF trustees to manage their compliance and reporting duties as well as a complete view of assets and liabilities with...

Funds management • 28 September 2015

Australia’s Big Four Banks are failing to maximise their share of high net worth individuals’ (HNWIs’) wallets, despite consumer satisfaction levels being at a record hig...

Financial planning • 28 September 2015

Equip Super has partnered with a digital financial advice provider to reach those members who do not seek traditional financial advice avenues....

Financial planning • 28 September 2015

Macquarie’s SMA offerings on its Macquarie Wrap has hit $100 million in FUA in its first year. ...

Financial planning • 28 September 2015

Australia’s major corporations may be neglecting their fiduciary duty to protect their investors by failing to adequately insure key personnel....

Life/Risk • 29 September 2015

A new investor-centric platform will enable advisers to get a clearer picture of clients’ investments, OneVue chief executive, Connie Mckeage said....

Financial planning • 29 September 2015

FIIG Securities records over $1 billion in arranging total corporate bond issuance after the successful close of its latest bond origination....

Funds management • 29 September 2015

Self-managed super funds are exposing their portfolios to a high investment risk with a shift towards greater investment in growth assets, according to Finametrica....

Funds management • 29 September 2015

Australia’s online broking market has been reinvigorated by a surge in the number of first time traders over the first half of 2015, research reveals....

Funds management • 29 September 2015

An oversupply of buyers and an undersupply of advice practices could lead buyers into making the wrong purchase, Paul Tynan warned....

Financial planning • 29 September 2015

ASIC has cancelled Dunfo Capital’s AFSL after giving the firm six months to meet its legal obligations and licence conditions. ...

Financial planning • 29 September 2015

When it comes to delivering an exceptional customer experience, super providers can learn some valuable lessons from other industries, says ING DIRECT’s Lisa Claes....

Knowledge Centre • 30 September 2015

AMP Financial Planning has added two exchange traded funds from Van Eck Australia to its approved product list....

People & Products • 30 September 2015

Aon Hewitt appoints former Commonwealth Gender Equality chief, Helen Conway, as deputy chair of Aon Master Trust....

People & Products • 30 September 2015

La Trobe Financial announced it was adding 25 staff to its Melbourne-based credit team after securing a second floor at its head office....

People & Products • 30 September 2015

In an announcement that surprised many, UniSuper announced senior Commbank executive, Nicolette Rubinsztein, would join its board....

People & Products • 30 September 2015

Kinetic Super has appointed marketing specialist, Jodie Leonard, to the independent board position, who will replace John Plummer....

People & Products • 30 September 2015

Governments, policymakers and regulators need to improve their long-term pension and retirement strategies to meet changing customer demands, according to findings from a...

Superannuation • 30 September 2015

ASIC has cancelled the AFSL of a Western Australian insurance provider for breaches of various reporting, financial and other licensee obligations....

Financial planning • 30 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...

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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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