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While the Government’s proposal to protect client money is a step in the right direction it does not outline how it will be monitored, Saxo Capital Markets believes....

Financial planning • 29 January 2016

Australian financial planners with overseas experience are highly coveted by dealer groups, recruitment firm, Robert Walters reports....

Financial planning • 29 January 2016

The Federal Government signed a multilateral agreement in Paris to tackle tax avoidance by multinational companies around the world. ...

Policy & Regulation • 29 January 2016

With pressure mounting on the Government, to wind back superannuation tax concessions, governments around the world are being urged to implement tax breaks for long-term ...

Superannuation • 29 January 2016

Treasury Secretary, John Fraser has defended the value of Australia’s pension regime but warned of significant Budget challenges ahead....

Superannuation • 29 January 2016

Financial planning practice bosses are struggling to find qualified staff, as rival firms engage in a “war for talent”, recruitment consultants Robert Half report....

Financial planning • 29 January 2016

Baby boomer accountancy practice owners are facing tough market conditions as many generation X and Y accountants eschew business ownership....

Financial planning • 29 January 2016

Perpetual Investments’ Diversified Real Return Fund has surpassed its target of CPI plus five per cent while delivering low volatility compared to the ASX 200 over the la...

Funds management • 1 February 2016

BetaShares’ Managed Risk Australian Share Fund has secured a “recommended” rating from Lonsec, less than three months after it was launched....

Funds management • 1 February 2016

Mergers and acquisitions activity is expected to rise through 2016 as an investment option in the current low growth, low dollar environment, a funds manager believes....

Funds management • 1 February 2016

Fund managers’ skills are being tested by Australia’s low-growth, low interest rate and low inflation market, Prime Value chief executive, Yak Yong Quek, believes....

Funds management • 1 February 2016

Walsh and Company Asset Management’s Emerging Markets Masters Fund closed out 2015 as the top performing fund in the sector a second successive year....

Funds management • 1 February 2016

The Australian Chamber of Commerce and Industry CEO has been appointed as the inaugural Australian Small Business and Family Enterprise Ombudsman....

Policy & Regulation • 1 February 2016

Publicly-listed fund manager, WAM Capital posts 248.5 per cent increase in first half operating profit before tax to $103 million....

Funds management • 1 February 2016

Implementing responsible investment strategies lowers costs and improves companies’ performance, research reveals....

Funds management • 1 February 2016

Lonsec Investment Solutions adds its managed portfolio solutions to Macquarie Wrap and HUB24, following the addition to BT Panorama earlier. ...

Funds management • 1 February 2016

After being burnt by the GFC investors are getting back into gearing strategies as the low interest rate environment and market volatility have been presenting opportunit...

Financial planning • 1 February 2016

APRA chairman, Wayne Byres, warns that investment products with higher than average costs are going to have to justify them with better returns....

Funds management • 1 February 2016

A new white paper labels as spurious claims that people need $1 million in super for a comfortable retirement, claiming that investment income trumps quantum....

Superannuation • 1 February 2016

The Association of Financial Advisers (AFA) has announced a series of additions to help cater for a growing membership base....

People & Products • 2 February 2016
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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...

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. ...

5 days 21 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 1 day 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 1 day ago
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