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Assistant Treasurer, Kelly O’Dwyer, has committed to implementing appropriate transitional arrangements for planners impacted by increased educational standards....

Financial planning • 4 December 2015

Calls for the AFA and FPA to unite to form a single representative voice for financial advisers, is unlikely to result in a marriage between the two groups....

Financial planning • 4 December 2015

The exposure draft legislation on the new Life Insurance Framework has confirmed the centrality of ASIC with respect to remuneration and the clawback....

Financial planning • 4 December 2015

Avoiding market noise and the herd mentality has seen Atrium Investment Management accumulate $1 billion in funds under management....

Funds management • 7 December 2015

Sydney-based boutique funds management firm, SWU Group, has been named the Hong Kong Success Story of the year....

Funds management • 7 December 2015

Advisers are being urged not to write off emerging markets as an asset class due to negative headlines about certain areas....

Funds management • 7 December 2015

Dexus could see its AUM grow to $23.4 billion by the end of the week, having signed a deal to buy the Investa Office Fund....

Funds management • 7 December 2015

CA ANZ announces innovation initiative to help small to medium sized enterprises access big data through dashboards and predictive models....

Accounting • 7 December 2015

The ability to access more markets through one platform and one account is resonating with both local and global traders, according to Saxo Capital Markets....

Funds management • 7 December 2015

Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....

Funds management • 7 December 2015

ASIC releases consultation paper to remake three class orders relating to underlying investments into a single instrument....

Funds management • 7 December 2015

Talk of the demise of asset consultants is greatly exaggerated, a leading investment consultant believes....

Financial planning • 7 December 2015

Assistant Treasurer, Kelly O’Dwyer, has pointed to the link between life/risk churn and high upfront commissions as justification for Life Insurance Framework....

Life/Risk • 7 December 2015

The Commonwealth Bank of Australia is partnering with the University of NSW to develop a $1.6 million cyber-security education centre....

Funds management • 8 December 2015

Greater performance dispersion has meant there have been greater opportunities for active managers to add value, according to Zenith....

Funds management • 8 December 2015

ASIC accepts enforceable undertaking from a liquidator at an Adelaide-based accounting firm after he failed to adequately investigate and document findings....

Accounting • 8 December 2015

Most private equity limited partners believe they lack the investment skills and experience to successfully co-invest, but many believe they can secure strong returns....

Funds management • 8 December 2015

ASIC will continue to focus on good culture in financial institutions but will find it a beast to regulate given it is a vague concept, a law firm says....

Policy & Regulation • 8 December 2015

Insurance firm, dmk group, has joined Bombora Advice to leverage off its industry position and services....

Life/Risk • 8 December 2015

YBR founder, Mark Bouris, claims the unmet demand for advice won’t be achieved via the traditional, holistic advice model....

Financial planning • 8 December 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 3 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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