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Towers Watson has secured WA Super for asset consultancy mandate following a competitive selection process....

People & Products • 21 October 2015

Shenkman Capital Management has picked up Black River’s Charles Robinson as senior vice president, client service and business development....

People & Products • 21 October 2015

Impressive growth sees Bibby Financial Services appoint Brendan Green as its NSW/ACT state manager....

People & Products • 21 October 2015

Shaw and Partners makes key institutional hires as it continues to grow into the wealth management sector....

People & Products • 21 October 2015

TAL appoints Steve Helmich to chair Affinia with Parker stepping aside and being replaced by Marcus O’Sullivan....

People & Products • 21 October 2015

ASIC has permanently banned Isaac Hakim from providing financial services after he misled clients on broker fees and insurance premiums....

Financial planning • 21 October 2015

Netwealth has announced it is piloting a new integrated automation service to help advisers better engage with clients....

Funds management • 21 October 2015

TAL secures services of ex-AMP financial planning executive director, Steve Helmich, to plot Affinia’s ambitious growth plans....

Life/Risk • 21 October 2015

The Government will consider further extending the existing FOFA provisions if reforms are not found to better align firm and consumer interests by 2018....

Policy & Regulation • 21 October 2015

The Australian Prudential Regulation Authority has rebuffed industry fund arguments on super fund governance, arguing independent directors are both desirable and benefic...

Superannuation • 21 October 2015

NAB Wealth has confirmed it is writing letters to clients it believes may have received inappropriate advice....

Financial planning • 21 October 2015

Consumers today are more informed and more connected to the world around them than ever before. Massive improvements in smartphone functionality combined with huge advan...

Knowledge Centre • 22 October 2015

With growth assets generally struggling in September, median growth super funds recorded a fall of 1.1 per cent for the month, according to Morningstar....

Superannuation • 22 October 2015

Risk is multidimensional and is not able to be measured numerically through benchmarks, according to Atrium Investment Management....

Funds management • 22 October 2015

Financial difficulty disputes declined by 12 per cent over the last 12 months despite the controversies engulfing the planning sector....

Financial planning • 22 October 2015

NAB’s remediation scheme must be fair and equitable, if it is to work to restore trust in the financial advice sector, Slater and Gordon believes....

Financial planning • 22 October 2015

The Government’s changes to superannuation fund governance could cost some funds around $100,000 a year for an independent chairman and up to $60,000 a year for independe...

Superannuation • 22 October 2015

Consumers go to planners with the belief that they are professionals in the same context as lawyers and accountants, and are surprised when they find otherwise....

Financial planning • 22 October 2015

The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...

Financial planning • 22 October 2015

A wholesale service provider’s AFSL has been cancelled by ASIC at the business’s request, two months after the regulator suspended it....

Financial planning • 22 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 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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