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Equip Super will reduce fees and costs for pension members, as it ventures into robo-advice and grows its financial planning business....

Superannuation • 16 December 2015

Midwinter enhances its insurance modelling capability within its cloud platform, AdviceOS, in a bid to accelerate the efficiency of life insurance advice generation....

Life/Risk • 16 December 2015

Govt urged to reconsider access to infrastructure bonds in wake of MYEFO....

Funds management • 16 December 2015

Australia’s financial advisers are pioneers of reform, plotting the path to professionalism for other sectors to follow, a financial services broker believes...

Financial planning • 16 December 2015

Adelaide-based Goldsborough Financial Services has returned to 100 per cent partner control with the exit of a 49 per cent private equity stakeholder....

Financial planning • 16 December 2015

ASIC issues draft guidance which would require licensees to ensure access is available to client records even if advisers no longer work for them....

Financial planning • 16 December 2015

Australian share fund managers faced a tough November, with results ranging between 3.9 and -10.2 per cent....

Funds management • 17 December 2015

New independent chairman announced for Hunter Hall Global Value with Paul Jensen succeeding Philip Marcus Clark....

Funds management • 17 December 2015

The Federal Government has extended until next November the appointment of ASIC Commissioner, Greg Tanzer....

Financial planning • 17 December 2015

Over one in three Australians will delay plans to have children because of the costs of raising a family, according to new findings by Mortgage Choice....

Financial planning • 17 December 2015

The first exchange traded fund (ETF) listed in Australia will now see its fees slashed by State Street Global Advisors (SSGA) to reflect the growing attraction of ETFs to...

Funds management • 17 December 2015

Retirees’ cost of living for singles and couples saw a modest rise of 0.2 per cent over the September quarter, ASFA data showed....

Superannuation • 17 December 2015

UniSuper has invested in an upgrade of its advice-focused member centres across the country to provide members with a venue to meet....

Superannuation • 17 December 2015

ClearView Wealth has denied reports that it is exploring sales alternatives saying no proposal has been received....

Financial planning • 17 December 2015

Membership of SMSFs has topped the one million mark, with the average fund holding more than $1 million, ATO data reveals....

Superannuation • 17 December 2015

Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....

Financial planning • 17 December 2015

A forensic investigation has identified 17 more CBA planners requiring investigation and possible client compensation....

Financial planning • 17 December 2015

BNP Paribas Investment Partners’ institutional business chief executive, David Kiddie, will return to Australia in 2016 to lead Perpetual Investments....

Funds management • 17 December 2015

The entire team at Money Management wishes our readers a joyous Christmas....

Financial planning • 18 December 2015

Life risk insurance specialist Omnium has added new features and integration capabilities to their technology research solution, OmniLife....

Life/Risk • 18 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 1 hour 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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