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In the search for income, many investors are taking on more risk in their portfolios. By adding Australian and international fixed income it is possible to improve divers...

Knowledge Centre • 21 June 2016

The challenges imposed by licensing and higher education standards are hitting older accountants and planners in equal measure....

Accounting • 21 June 2016

Risk-focused group, Synchron, has appointed a former UBS Wealth senior employee as its new compliance manager....

People & Products • 22 June 2016

The Commonwealth Bank has appointed another woman to its senior executive ranks, this time new Group general counsel, Anna Lenahan....

People & Products • 22 June 2016

Investec has recruited former Credit Suisse executive, Anthony Lazzoppina, to its corporate advisory team, following two other senior Investec hires....

People & Products • 22 June 2016

Australian Unity’s Lifeplan has launched an investor portal for investors to track their investments, off the back of its adviser portal experience....

People & Products • 22 June 2016

Fixed income dealer, FIIG, has appointed former Wallaby and Australian Rugby Union non-executive director, Mark Connors, as its Queensland state manager....

People & Products • 22 June 2016

After dealing with Champ Ventures in an investor capacity, IFM Investors has recruited Stuart Wardman-Browne to its private capital team....

People & Products • 22 June 2016

BetaShares launches a new global energy ETF on the back of investor demand and says more ETFs will come....

Funds management • 22 June 2016

Australian superannuation growth funds have recorded gains in May, with the median fund returning 2.3 per cent, according to the Morningstar Australian Superannuation Sur...

Superannuation • 22 June 2016

Life insurer, AIA, is helping financial advisers produce fast and accurate client information for administering life policies....

Policy & Regulation • 22 June 2016

The diversity imbalance in senior management roles in financial services can be helped by building bridges between tertiary education and the industry, NAB believes....

Financial planning • 22 June 2016

The ATO’s extended deadline for small businesses to become SuperStream compliant has been welcomed by an SMSF body....

Superannuation • 22 June 2016

Industry consultant, John Wiseman, believes the days of low-cost SMSFs will end at much the same time as the accountant’s exemption....

Superannuation • 22 June 2016

The AFA expressed disappointment over the FSC’s continued calls for a carve-out for direct insurance sales from LIF where no advice was given, and said this loophole must...

Financial planning • 22 June 2016

The Australian Prudential Regulation Authority has moved to increase the power of appointed actuaries to scrutinise and give board level advice on life/risk product terms...

Policy & Regulation • 22 June 2016

JBWere’s new remuneration model for advisers, which reduces reliance on grid commissions, has been welcomed by the SAA....

Financial planning • 22 June 2016

Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...

Financial planning • 22 June 2016

An ageing population and the end of the financial year period is seeing more people consider funeral bonds, which are exempt from Centrelink assets tests....

Financial planning • 23 June 2016

Resources round out the best performing Australian managed funds for the year, while technology begins to make its mark. ...

Funds management • 23 June 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 4 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 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 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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