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AMP-aligned firm, Enva, has appointed three advisers and a mortgage broker after merging two firms into the brand....

Financial planning • 7 October 2015

ASIC has pointed to six bannings from its “Wealth Management Project” focused on the largest wealth management firms, including the major banks....

Policy & Regulation • 7 October 2015

ASIC’s Wealth Management Project has seen another former Commonwealth Financial Planning Limited adviser banned from providing financial services....

Financial planning • 7 October 2015

Offshore investors are dominating the Australian commercial property market, led by Chinese institutional investors....

Life/Risk • 7 October 2015

The Federal Government needs to assist small to medium-sized enterprises to unlock the benefits of the Trans-Pacific Partnership Agreement, the Institute of Public Accoun...

Accounting • 8 October 2015

Wealth manager Yellow Brick Road has launched a robo-advice modelling tool, which it claims will disrupt financial services by giving consumers more control over “their f...

Financial planning • 8 October 2015

A superannuation lawyer has decried calls for family trusts to pay full CGT, arguing all loopholes around this have now closed....

Financial planning • 8 October 2015

Life insurers need to innovate, rather than slashing commissions to advisers, if they want create a more sustainable model, an insurance comparison website chief believes...

Life/Risk • 8 October 2015

Compensation specialists, Maurice Blackburn Lawyers, are inviting investors to register their interest in joining a class action against IOOF....

Financial planning • 8 October 2015

The Commonwealth Bank has backed the banning of two of its former CFPL advisers and claims credit for identifying the problems and cooperating in the outcome....

Financial planning • 8 October 2015

Macquarie grows motor finance market share via its acquisition of Esanda dealer finance from ANZ....

Financial planning • 8 October 2015

Andrew Lowe answers some common questions around income stream planning, including eligibility to make super contributions, and starting or winding up an income streams....

Tools & guides • 8 October 2015

The custody sector has assets worth around 176 per cent more than the market value of the ASX, which stands at $1.6 trillion, a custodial body said....

Financial planning • 9 October 2015

Deloitte Australia has today launched a new centre to assist financial services companies manage regulatory challenges across Asia Pacific....

Financial planning • 9 October 2015

Seven out of 10 people who did not seek financial advice only planned their finances for the short-term period of a year....

Financial planning • 9 October 2015

IOOF has sought to defend itself in the face of a class action moves by plaintiff law firm, Maurice Blackburn, claiming the proposed action is misconceived....

Financial planning • 9 October 2015

Public servants and defence personnel who are members of nine Commonwealth super schemes are getting their advice via Industry Fund Services....

Financial planning • 9 October 2015

The Association of Financial Advisers will tell Assistant Treasurer, Kelly O’Dwyer, the three-year claw-back shifts too much responsibility from insurers to advisers....

Life/Risk • 9 October 2015

Funds administration software provider GBST has signed Haitong International Securities Group onto their Syn~ platform as part of Haitong’s international business expansi...

Funds management • 12 October 2015

Alternative investment manager Man Group has promoted Hersh Gandhi to managing director for Asia Pacific (excluding Japan) from Man Investments managing director of Austr...

Funds management • 12 October 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’...

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 14 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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