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The South Australian government is expected to announce a new chairperson for Funds SA within weeks....

People & Products • 18 November 2015

Former State Street Global Advisors Asia Pacific head, Bernard Reilly, appointed NAB AM’s new COO....

People & Products • 18 November 2015

Montgomery Fund receives ‘recommended’ rating from Lonsec, after three years since the inception of the product....

People & Products • 18 November 2015

Cloud-based revenue management firm, OnPay has recruited Rubik’s Kaz Farnell as operations manager....

People & Products • 18 November 2015

IOOF adds enhancements to Pursuit platform to include online transaction, share trading, and corporate actions capabilities....

People & Products • 18 November 2015

Super funds were up three per cent in October, offsetting losses from August and September, according to SuperRatings....

Superannuation • 18 November 2015

Australian SMEs risk significantly underacheiving on their sales price as most lack an adequate exit strategy, with a study showing they lag behind their US and UK counte...

Financial planning • 18 November 2015

Accountants are faced with growing pressure to remain relevant or risk becoming “obsolete” in the face of cloud-based and self-service accounting tools, RSM believes....

Accounting • 18 November 2015

Significant growth in adviser numbers over the last 12 months has prompted the Madison Financial Group to appoint Jaime Johns as national practice development manager....

Financial planning • 18 November 2015

Almost 60 per cent of working Australians have less than three months of emergency savings, according to research by a fintech startup....

Financial planning • 18 November 2015

Expansive financial services group, Findex, restructures to provide one-stop-shop approach across its multiple brands....

Financial planning • 18 November 2015

Commonwealth Bank chairman, David Turner, says the bank has learned its lessons from its financial advice failings....

Financial planning • 18 November 2015

Two financial advisers have joined Fitzpatricks Private Wealth, citing their interest for self-employment and like-minded advisers....

Financial planning • 19 November 2015

The median Australian share fund manager had a solid month in October, recording a 4.7 per cent increase, ahead of the S&P/ASX 300 index’s 4.4 per cent, according to Morn...

Funds management • 19 November 2015

The assets of three investment companies have been frozen, following an investigation by ASIC surrounding the improper disclosure of publicly solicited funds....

Funds management • 19 November 2015

National Australia Bank’s premium wealth brand, JBWere makes three key appointments, including general manager, advice....

Financial planning • 19 November 2015

The Federal Treasurer, Scott Morrison, sees opportunities for Australian planners in an increasingly affluent but ageing China....

Financial planning • 19 November 2015

Almost 70 per cent of banking and finance employees wanted to stay with one employer for more than five years if they were offered career progression opportunities....

Financial planning • 19 November 2015

Canadian financial planners perceive Australia’s removal of commissions as a fail which has created an advice gap....

Financial planning • 19 November 2015

Dante De Gori has been announced as new FPA chief executive to succeed Mark Rantall who departs in February. ...

Financial planning • 19 November 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...

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AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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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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