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Former Zurich business development manager, Jason Milosevski, has been appointed as Synchron’s Victorian state manager....

Financial planning • 15 October 2015

First State Super’s chief investment officer, Richard Brandweiner, has announced the firm will build a venture capital platform to seed early-stage and emerging fintech s...

Superannuation • 15 October 2015

Australians are being warned to think twice before attempting to evade their tax liabilities following the announcement of a new taskforce targeting international tax eva...

Policy & Regulation • 15 October 2015

The AIST called for transparency on ASIC’s industry funding model, cautioning against any decision-making until a cost recovery impact statement was available. ...

Policy & Regulation • 15 October 2015

Advisers need to objectively test the risk tolerance of all investors and should not superimpose their own preferences, FinaMetrica believes....

Financial planning • 15 October 2015

Greater cooperation urged between super funds and the ATO amid research revealing super guarantee non-compliance as a $2.5 billion problem....

Superannuation • 15 October 2015

Hybrid commissions may remove perceptions of bias in adviser recommendations, but it will not boost advice quality, the FPA argues....

Life/Risk • 15 October 2015

The Grattan Institute’s Jim Minifie claims the Government’s changes to superannuation fund governance arrangements will work best if the Government avoids taking sides be...

Superannuation • 15 October 2015

NAB has revealed it is in ongoing negotiations with Nippon Life to enter a life insurance product manufacturing agreement aimed at bolstering the wealth business....

Life/Risk • 15 October 2015

ASIC has announced the permanent banning of a former Westpac authorised representative from providing financial services....

Financial planning • 15 October 2015

New research has confirmed substantial unmet demand for good and independent financial advice which the banks may not be able to deliver. ...

Editorial • 15 October 2015

LSG Group’s AFSL has been cancelled by ASIC after it failed to comply with the conditions on its licence and financial services laws....

Policy & Regulation • 16 October 2015

Legislating for non-profit superannuation funds’ boards to be made up of one-third independent directors would be a backward step, the AIST believes....

Superannuation • 16 October 2015

Despite moves to make the advice industry more transparent, it was surprising that direct property was still not a financial product, according to financial planner Lisa ...

Financial planning • 16 October 2015

The Federal Government has succeeded in having legislation protecting the tax privacy of Australian private companies pass the Parliament....

Superannuation • 16 October 2015

Self-managed superannuation fund administration provider, Class Super, has started its process towards its listing on the Australian Securities Exchange....

Funds management • 16 October 2015

To move into the digital age and become more client centric, SSFS has grown its planner numbers and changed its advice model....

Superannuation • 16 October 2015

International funds manager, the Capital Group, has announced an alliance with Samsung Asset Management that will co-develop retirement solutions for the Korean market....

Funds management • 19 October 2015

Animal welfare could become the new coal as ethical investors look to take a stand against the poor treatment of farm animals....

Funds management • 19 October 2015

The AICD has backed legislation for independent directors to be appointed to super funds, but wants the definition to be consistent with other APRA-regulated entities....

Funds management • 19 October 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 12 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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