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The Accounting Professional and Ethical Standards Board has appointed independent financial adviser, Claire Mackay, to the Board....

Financial planning • 27 May 2016

If super was not taxed on the way in and during accumulation, the tax office would be creative enough to work around making it an estate planning vehicle, a Senator belie...

Superannuation • 27 May 2016

Financial advisers should focus on a gender-based approach to win more clients, according to AFA....

Financial planning • 27 May 2016

This year belonged to Macquarie Investment Management at the Fund Manager of the Year Awards, as it notched up six nominations and five wins. Congratulations!...

Funds management • 27 May 2016

A group established by life/risk advisers is demanding answers around why product manufacturers have not be sanctioned when problems occur....

Financial planning • 27 May 2016

ASIC has permanently banned a former HSBC financial planner from financial services for dishonest conduct in relation to millions of dollars of clients’ funds....

Financial planning • 27 May 2016

Regal produces the second best overall return in the industry (52 per cent year on year) amid them finding ‘extremely interesting business’....

VanEck’s equal weight exchange traded fund, which invests outside the top 10 companies, has doubled its FUM in six months....

AB has won a $140 million mandate to manage Prime Super’s short-duration global credit portfolio, amid global interest rate uncertainty....

This year belonged to Macquarie Investment Management at the Fund Manager of the Year Awards, as it notched up six nominations and five wins. Congratulations!...

AB has won a $140 million mandate to manage Prime Super’s short-duration global credit portfolio, amid global interest rate uncertainty....

Funds management • 30 May 2016

VanEck’s equal weight exchange traded fund, which invests outside the top 10 companies, has doubled its FUM in six months....

Funds management • 30 May 2016

Regal produces the second best overall return in the industry (52 per cent year on year) amid them finding ‘extremely interesting businesses’....

Funds management • 30 May 2016

An international fund manager expects that US and European markets will fall further and holds 60 per cent portfolio protection. ...

Funds management • 30 May 2016

ERI Scientific Beta has changed their traditional fixed fee structure to allow investors to only pay for variable fees if the index has outperformed the reference cap-wei...

Funds management • 30 May 2016

More than 60 per cent of Australians rely on credit for household bills, pushing credit card debt to $51.7 billion, according to finder.com.au. ...

Financial planning • 30 May 2016

Pre-eminent financial experts Brian Watson, Lindsay Tanner and Paul Costello are joining the advisory board of new robo-adviser, Six Park....

Funds management • 30 May 2016

ASIC has permanently banned Tasmanian financial adviser, Kenneth Drake, from providing any financial services following his conviction of two counts of stealing....

Financial planning • 30 May 2016

Both the Prime Minister, Malcolm Turnbull and his Assistant Treasurer, Kelly O’Dwyer, have denied any retrospectivity in the Budget changes to superannuation....

Financial planning • 30 May 2016

ClearView has announced a capital raising amid discussion around the exit of its major shareholder....

Funds management • 30 May 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. ...

4 days 20 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 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 ago
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