Search Page

Displaying results 160961 - 160980 of 185317

 

Midwinter and SuiteBox have teamed up to provide virtual advice software for advisers who find it difficult to have regular face-to-face meetings with clients....

Financial planning • 11 November 2015

AustralianSuper public sector members are now eligible for early release of super and insurance payouts if they have a life expectancy of up to 24 months....

Superannuation • 11 November 2015

NAB has urged the simplification of advice tax deductibility rules as part of a raft of recommendations dealing with economic security for women....

Financial planning • 11 November 2015

Regulatory reform is needed to enable the planning industry to develop of a wider range of retirement income products to address longevity risk, the CBA believes....

Financial planning • 11 November 2015

Super funds have been leveraging the Australian dollar decline, according to the latest NAB Superannuation FX Survey....

Superannuation • 11 November 2015

The Financial Services Council brands Labor Senators ‘desperate’ and ‘feeble’ for attacking APRA executive, Helen Rowell....

Superannuation • 11 November 2015

With few places to hide, many investors have been forced to take greater risks to secure returns, leaving them exposed when the tide turns, a funds manager warns....

Funds management • 12 November 2015

Super and non-super reforms are needed to address the gender gap in retirement, CBA believes....

Financial planning • 12 November 2015

Vanguard is the most used fund manager by Australian financial planners, as planners seek greater diversification and cost effectiveness of their client portfolios....

Funds management • 12 November 2015

Assistant Treasurer, Kelly O’Dwyer says it is wrong to suggest Australians can use the current super regime to amass multi-billion dollar balances....

Policy & Regulation • 12 November 2015

Life/risk advisers urged to get their paperwork in order if they want to ensure grandfathered arrangements under the new Life Insurance Framework....

Life/Risk • 12 November 2015

ANZ will pay approximately $13 million in compensation after failing to accurately apply bonus interest to customers’ Progress Saver Accounts for a number of years. ...

Policy & Regulation • 12 November 2015

Specialist advice and legal document provider, Topdocs, has unveiled a new registration tool to help advisers streamline applications when processing self-managed super f...

Financial planning • 13 November 2015

Sentiment amongst Australia’s company directors has risen to its highest level in two years following the recent appointment of Malcolm Turnbull as Prime Minister....

Financial planning • 13 November 2015

CBA will be the Australian Technology Park’s anchor tenant, following the successful acquisition of the site by Mirvac, AMP Capital and Sunsuper....

Life/Risk • 13 November 2015

A claimed lack of innovation in the financial planning software sector has seen independently-owned advice group, Infocus Wealth Management, develop an in-house managed a...

Financial planning • 13 November 2015

The ATO is reviewing private company partnerships that enable individuals to access business profits without paying ‘top-up’ income tax at their marginal rates of tax....

Policy & Regulation • 13 November 2015

Rice Warner predicts 60 per cent will become the ultimate LIF default and that other major banks may emulate NAB in exiting life insurance manufacturing....

Life/Risk • 13 November 2015

Leading research houses, Lonsec and Zenith Investment Partners both rated Lazard Asset Management’s flagship Select Australian Equity Fund as “highly recommended”....

Funds management • 16 November 2015

NAB Asset Management has announced that former State Street Global Adviser head of strategy, Bernard Reilly, will join the leadership team....

Funds management • 16 November 2015
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 6 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
Powered by MOMENTUM MEDIA
moneymanagement logo