ETF model portfolios provide a simple, low-cost way to build a strong foundation for client portfolios. Learn why they are becoming increasingly popular and how they can ...
Financial services academic, Deborah Ralston, will join the SMSF Association board, effective from 1 July, 2016....
Health issues impacting Platypus co-founder, Donald Williams, have given rise to significant change within the asset management business....
Centuria Property Funds has made an indicative non-binding offer for the GPT Metro Office Fund....
IFM Investors has appointed Chris Newton to the new responsible investment role to support the changing ESG needs of investors....
Former Federal Labor MP, Bernie Ripoll, has joined the board of robo-advice focus group, Map My Plan as a director....
Despite German wealth managers fearing the loss of their market share to robo-advisers, a collaborative solution is still practicable, Verdict Financial said....
ATO clamps down on all property sales over $2 million by introducing a new rule amid foreign residents not meeting their tax liabilities. ...
Seventy per cent of the hedge funds have underperformed simple benchmarks, according to CEM Benchmarking....
If advisers had a ‘professional year’ requirement instead of a tertiary degree, it could help solve the issue of professionalism and ethics....
Claims of persistent underperformance justify scrutiny of bank-owned superannuation funds, according to Industry Super Australia....
Accountants are increasingly flooding education providers with questions in the lead up to the accountants’ exemption as well as ASIC’s soft deadline of 1 March....
Planners may prove to be the best bet for accountants seeking to deal with a tougher new world surrounding SMSFs....
BetaShares managed risk series of ETFs, which reduces falling market exposure, has grown to over $200 million in FUM. ...
Accounting firm RSM is expanding, and has appointed Jamie O'Rourke as the new national chair following the retirement of its current chair after 16 years. ...
Self-licensed Knight Financial Advisors has partnered with Managed Accounts Holdings to introduce an MDA service, which will see $300 million moved to the service. ...
AIA launches a wellness program to improve advisers' productivity and personal and professional "wellbeing". ...
The SMSF Association has partnered with wealth management firm, Morgans Financial, to provide SMSF training to its authorised representatives. ...
Planners and accountants will increasingly merge under an advice structure due to business sustainability and client demand, but they must be a cultural fit to succeed. ...
Assistant Treasurer, Kelly O'Dwyer, has opened Super Review's Future of Super summit pointing to the positives in the Government super Budget changes. ...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...