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RIAA plans to quadruple the proportion of total AUM in responsible investments over the next three years....

Funds management • 22 February 2016

Australian investors need to prepare their portfolios for a change in the interest rate environment....

Funds management • 22 February 2016

Investors need to be aware that “not all bonds are created equally”, and that despite yields being at historic lows, they can provide benefits....

Funds management • 22 February 2016

Listing a “replica” of the Magellan Global Equities strategy on the ASX is providing the fund manager with access to an expanded client-base....

Funds management • 22 February 2016

BT Financial Group has appointed Sue Houghton as general manager for insurance and will commence her role on 7 March....

Life/Risk • 22 February 2016

Former ANZ executive, Phil Chronican, has been appointed to the National Australia Bank board....

Financial planning • 22 February 2016

Home loans being financed surged by 20 per cent in the past 12 months, according to finder.com.au....

Life/Risk • 22 February 2016

Advisers will be able to spend more time focused on their clients’ financial goals with the updated North platform, AMP believes....

Superannuation • 22 February 2016

The AIST has opposed calls by an unnamed industry group to allow low-income earners to opt out of compulsory super, saying it would adversely affect two million Australia...

Superannuation • 22 February 2016

The superannuation industry expects to be consulted on the Government’s Budget changes to super, particularly implementation issues....

Superannuation • 22 February 2016

A new white paper has called for an irrevocable abandonment of the links between products and advice....

Financial planning • 22 February 2016

Australia’s retail property market is primed for “another year of elevated trading of assets in 2016”, JLL reports....

Life/Risk • 23 February 2016

Joining from ANZ Banking Group, Andrew Polson has been appointed as MyState’s general manager for wealth management....

Funds management • 23 February 2016

Milliman has launched a new retirement offering that recognises the interaction between returns and longevity, and leverages institutional risk management....

Funds management • 23 February 2016

Australians rate divorce/separation as their most expensive mistake, costing an average $144,774 per person, followed by property investment mistakes....

Financial planning • 23 February 2016

Investors are securing better returns from successful private equity backed initial public offerings than those floated by non-private equity backers....

Funds management • 23 February 2016

Fintech firm, MoneyMe, announced a $30 million capital raise comprised of debt and equity following a $1 million venture capital raise at its inception in 2013....

Financial planning • 23 February 2016

Advisers need to improve the efficiency of their businesses to bridge the revenue gap that will be caused by the implementation of the LIF. ...

Financial planning • 23 February 2016

Fiducian has flagged further planning acquisitions on back of solid first half result....

Financial planning • 23 February 2016

Morrison warned to distinguish between today’s reality and the legacy issues which gave rise to estate planning opportunities within super....

Superannuation • 23 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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