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Former general manager of policy, Dante De Gori, has officially commenced his role as chief executive of the FPA, taking over from Mark Rantall....

Financial planning • 1 March 2016

Former Telstra chair, Catherine Livingstone, has been appointed to the Board of the Commonwealth Bank....

People & Products • 2 March 2016

Nikko AM appoints experienced Mark de Vries as its new Chief Risk Management Officer....

People & Products • 2 March 2016

IOOF appoints former iShares managing director, Mark Oliver, as General Manager, Distribution....

People & Products • 2 March 2016

Equity Trustees Corporate Trustee Services restructures management team in pursuit of more focused strategy....

People & Products • 2 March 2016

ANZ’s exchange traded fund joint venture has made a key business development appointment covering the southern states....

People & Products • 2 March 2016

Investec Australia has made an undisclosed investment in fintech start-up vehicle H2 Ventures....

Financial planning • 2 March 2016

Boards of ASX-listed companies need to consider the value their chief executive delivers for investors and not benchmarks when setting their salary, AMP believes....

Funds management • 2 March 2016

A US study showed female investors felt misunderstood by their advisers while stereotypes about their investment indecisiveness still prevailed. ...

Financial planning • 2 March 2016

Following high demand for advice for both super and non-super related investments, UniSuper has partnered with PKF Melbourne to give specialist tax advice....

Superannuation • 2 March 2016

The Parliament has passed key amendments to the FOFA legislation extending fee disclosure statement and opt-in renewals to 60 days....

Financial planning • 2 March 2016

ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....

Financial planning • 2 March 2016

Three financial services licensees have removed the term “independent” from their website and marketing material after ASIC found they received commissions and volume-bas...

Financial planning • 2 March 2016

To support the growth of its business First State Super has changed its custodian to State Street, from J.P. Morgan....

Superannuation • 3 March 2016

Australian SMSF software provider, Class, has surpassed a total of 100,000 billable portfolios on its cloud platform....

Superannuation • 3 March 2016

A partnership between IRESS and netwealth will provide advisers with “straight-through processing” and decreasing back office inefficiencies through XPLAN software integr...

Financial planning • 3 March 2016

A significant proportion of S&P/ASX200-listed companies need to improve their reporting of sustainability factors, as investors increasingly consider ESG risks....

Funds management • 3 March 2016

Advisers are set to gain access to new research that will enable them to make investments based on funds’ handling of ESG risks. ...

Funds management • 3 March 2016

Over 70 per cent of Australians who want to retire within the next five years have not saved enough, according to a HSBC report....

Superannuation • 3 March 2016

Perpetual Private has entered into a partnership with a law firm aimed at helping accountants navigate the firm’s full licensing offer....

Accounting • 3 March 2016
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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 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 15 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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