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Hyperion is closing its small caps fund to new investors as it wants to focus on growing assets under management through high quality stocks, the company announced. ...

Funds management • 9 May 2016

The ETF industry is set to grow from $5 trillion to $100 billion, according to iShares....

Funds management • 9 May 2016

HBF Health Limited’s managing director, Robert Bransby, has been appointed as a non-executive director to CBA’s advice board....

Financial planning • 9 May 2016

To give advisers new levels of visibility and efficiency when managing their portfolios, Zurich has launched a new advice portal....

Financial planning • 9 May 2016

While China climbs to be a leader in the insurance market, Australia’s global growth ranking is set to slip, according to Munich RE....

Life/Risk • 9 May 2016

Aussie investors are lagging behind on the investment technology curve, according to Legg Mason....

Financial planning • 9 May 2016

Financial planners have been told they need to proactively prepare their clients against the impacts of ageing and cognitive decline – a risk that they cannot afford not ...

Financial planning • 9 May 2016

The Government has reconstituted the Financial Sector Advisory Council and has selected executives almost exclusively from the big end of town....

Financial planning • 9 May 2016

Australian Securities and Investments Commission chairman, Greg Medcraft, places planning and life insurance front and centre of regulator’s attention following increased...

Funds management • 9 May 2016

Platform providers will play a critical role in assisting planners in preparing for the impeding flood of retirees coming out of the workforce over the next 20 years, Col...

Knowledge Centre • 9 May 2016

Advisers have been warned that the advice they provide to clients will need to be hedged on the basis of which party ultimately wins the 2 July poll....

Financial planning • 9 May 2016

Banks are struggling to keep pace with fintech disrupters, with only 18.7 per cent of Australians likely to purchase and use new technologies, according to Roy Morgan....

Financial planning • 10 May 2016

Asset managers will need to embrace sustainable investing strategies to better help clients, according to Willis Towers Watson....

Funds management • 10 May 2016

Lenders make history passing on record low mortgage rates in the threes and borrowers are urged to shop around, according to two rate comparison sites....

Financial planning • 10 May 2016

SMSF trustees are steering away from the top 10 ASX stocks as a way to diversify amid volatile conditions, according to SuperConcepts....

Funds management • 10 May 2016

Australia’s first enterprise robo-advice program is launching through an agreement between Decimal Software and a leading global professional services firm....

Financial planning • 10 May 2016

Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...

Financial planning • 10 May 2016

The Senate Scrutiny of Financial Advice inquiry has lapsed, with its future dependent on who controls the Senate after the Federal Election....

Financial planning • 10 May 2016

Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....

Financial planning • 10 May 2016

Whether you want to build a portfolio from scratch or complement an existing one, iShares Core can help put low cost, quality funds at the heart of your clients’ portfoli...

Knowledge Centre • 11 May 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 1 hour 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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