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Assistant Treasurer, Kelly O’Dwyer signals the Government is close to delivering the legislation to underpin adviser education and professional standards....

Financial planning • 3 March 2016

Private equity funds that fail to influence their assets are unlikely to deliver attractive returns, financial consultants Bain and Company believe....

Funds management • 4 March 2016

The Australian Securities and Investments Commission has revealed the degree to which it is scrutinising financial services transactions and the way they are reported....

Financial planning • 4 March 2016

There was bipartisan support for the Government’s move to provide an additional 30 days for advisers to send fee disclosure statements and opt-in notices to clients....

Financial planning • 4 March 2016

Employers need to be more proactive in how they attract top candidates and retain talent as there is a growing shortage of specialist skills, according to Marks Sattin....

Financial planning • 4 March 2016

NAB said former Victorian NAB adviser banned by ASIC left the bank in September 2013 after concerns were raised about his misconduct....

Financial planning • 4 March 2016

Paul Barrett’s Italian-funded AZ NGA has acquired Perth-based Wealthwise and aims to reach 12 acquisitions within 12 months....

Financial planning • 4 March 2016

Zurich makes significant re-entry to Australian life business with acquisition of Macquarie Life Insurance business....

Life/Risk • 4 March 2016

High yields being delivered to investors from the ASX20 will stymie the growth of the country’s leading listed businesses, a fund manager believes....

Funds management • 7 March 2016

Fund managers are failing to adhere to advice provided by the “doyen of stock-pickers”, Warren Buffett, by indexing, PM Capital chairman, Paul Moore believes....

Funds management • 7 March 2016

Superannuation funds need to know how much their equity trading costs as there could be considerable savings made, according to Parametric....

Superannuation • 7 March 2016

One in three couples insist on keeping separate bank accounts, with more women refusing to merge money, according to a survey....

Financial planning • 7 March 2016

A surge in retail and wholesale FUM and advice has seen the sector “outstrip” superannuation growth over the 12 months to December, 2015, according to new findings by DEX...

Superannuation • 7 March 2016

Investors will need to change the way they approach fixed income in the prevailing low return environment, Henderson Global Investors believes....

Funds management • 7 March 2016

ASIC launches legal action against ANZ for market manipulation in setting the bank bill swap reference rate between March 2010 and May 2012....

Funds management • 7 March 2016

Superannuation funds will need to adopt a ‘horses for courses’ approach when considering if and how they implement in-house funds management, the CIFR believes....

Superannuation • 7 March 2016

TAL is partnering with the Personal Injury Education Foundation to offer further education for its claims and rehabilitation teams both for new entrants and senior claims...

Life/Risk • 7 March 2016

The Financial Services Council has defended the importance of the life insurance industry and pointed to a code of practice being in place in July....

Financial planning • 7 March 2016

The lower premiums that go with group insurance do not always represent a better deal at claim time, according to Col Fullagar....

Financial planning • 7 March 2016

ASIC calls on financial services organisations to enforce good cyber-security practices with the launch of an industry-wide report focusing on cyber resilience....

Policy & Regulation • 8 March 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 13 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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