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Aussie household savings directed at property, lifted 25.9 per cent during the September quarter, according to St. George Bank....

Life/Risk • 5 November 2015

SMSFs can provide estate planning options that help estates avoid “unnecessary tax” and enable members to direct trustees on how they want funds to be distributed....

Superannuation • 5 November 2015

NAB has promoted Jim Lamborn to chief executive of JANA, succeeding Ian Patrick who will be leaving the organisation after 14 years....

People & Products • 5 November 2015

The Federal Treasury has confirmed that proposed new powers for the Australian Prudential Regulation Authority will only impact independent directors, not those appointed...

Superannuation • 5 November 2015

ASIC chairman, Greg Medcraft says the regulator supports robo-advice but also acknowledges problems such as meeting best interests duty and compensating for bad advice....

Policy & Regulation • 5 November 2015

The Federal Treasurer, Scott Morrison, has placed personal tax rates and super tax concessions squarely on the table for discussion in remodelling tax structures....

Financial planning • 5 November 2015

PractiFI has integrated Natterbox’s IP telephony offering into its platform in a bid to streamline voice interactions....

Financial planning • 6 November 2015

Many accountants are sitting on the hands not knowing what to do ahead of the expiry of the Accountants’ Exemption, according to one AFSL holder....

Accounting • 6 November 2015

The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....

Financial planning • 6 November 2015

OneVue has acquired super administration business Super Manager Australia to expand its superannuation services....

Superannuation • 6 November 2015

Industry fund REST has moved to increase the uptake of financial planning services amongst its members with a key appointment....

Superannuation • 6 November 2015

Cultural and behavioural changes need to take place within the financial services sector if it is to remedy issues exposed by the GFC, APRA chairman Wayne Byres says....

Financial planning • 6 November 2015

New research confirms banks are far from dominant in the wealth management space....

Funds management • 6 November 2015

Just under two-thirds of risk advisers consider themselves prepared for next year’s Life Insurance Framework changes....

Financial planning • 6 November 2015

Ratings houses, Lonsec and Zenith, are continuing to support the Neuberger Berman ARMS Trust....

Funds management • 9 November 2015

A new tranche of XTBs will provide investors with predictable income returns without sacrificing capital, the Australian Corporate Bond Company believes....

Funds management • 9 November 2015

A-REITs are outperforming equities, providing investors with total returns of 18.2 per cent for the year ending 31 October 2015....

Funds management • 9 November 2015

AMP Capital is aiming to secure US$2 billion through institutional investors for its third infrastructure debt fund....

Funds management • 9 November 2015

Aberdeen’s Ex-20 Australian Equities Fund has been given a ‘highly recommended’ rating from research house, Lonsec....

Funds management • 9 November 2015

AltaVista Research has unveiled new functional tools to help advisers better understand the underlying investment exposures in exchange-traded fund selection....

Funds management • 9 November 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 9 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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