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Investors are being urged to hold steady through the ongoing market volatility, on the promise that solid returns will be secured over the medium to long-term....

Funds management • 15 February 2016

Advisers need to ensure they are aware of the “purity” of infrastructure funds, if they are to maximise the defensive nature of the asset class....

Funds management • 15 February 2016

Small cap investors can gain access to the next Apple or SAP, before they get onto large cap fund managers’ radars, an analyst believes....

Funds management • 15 February 2016

Cyber breaches are the fastest growing security risks facing businesses today and this is driving increased investment in forensic data analytics, according to a new stud...

Financial planning • 15 February 2016

The ETF sector lost 4.3 per cent of its FUM in January thanks to a decrease in asset values, according to BetaShares....

Funds management • 15 February 2016

Life insurer AIA Australia has re-launched its website with a renewed focus on customer-centricity....

Life/Risk • 15 February 2016

A para-planner who was dismissed without warning, has failed to have the decision ruled as “unfair”, despite his employer failing to abide by the industry award....

Financial planning • 15 February 2016

Almost half of Australians live pay-cheque to pay-cheque, while majority have a skewed view of their socioeconomic standing, MLC research reveals. ...

Superannuation • 15 February 2016

Retail fund administrators need to emulate the example of industry funds in protecting members against non-payment of the super guarantee, says a former planner....

Financial planning • 15 February 2016

The Federal Government has been urged to use the Budget to speed up the rationalisation of legacy life insurance products....

Policy & Regulation • 15 February 2016

A former Sydney financial adviser was permanently banned from providing financial services after pleading guilty to three charges of dishonesty, and creating false docume...

Financial planning • 15 February 2016

Accurium and the University of Adelaide have partnered to launch a one-day SMSF retirement course for SMSF practitioners....

Superannuation • 16 February 2016

Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....

Financial planning • 16 February 2016

With the spotlight on professional standards of the advice profession, TAL has added a client engagement stream to its education program....

Financial planning • 16 February 2016

SMSFs need policies that address and protect women from being left behind by the super system, according to a report....

Financial planning • 16 February 2016

Challenger Limited has reaped the benefits of selling annuities via both super funds and platforms....

Funds management • 16 February 2016

New research suggests accountants are looking to advice amid cutthroat competition for compliance fees....

Accounting • 16 February 2016

More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....

Financial planning • 16 February 2016

ASIC bans former Guardian Advice insurance adviser for annually replacing clients’ insurance policies to boost commissions without considering clients’ best interests....

Financial planning • 16 February 2016

IRESS has promoted Jacque Lennon to newly-created Productive Executive, Wealth Management role....

People & Products • 17 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 5 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 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 1 week ago

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

5 days 17 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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