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...
The challenges imposed by licensing and higher education standards are hitting older accountants and planners in equal measure....
Risk-focused group, Synchron, has appointed a former UBS Wealth senior employee as its new compliance manager....
The Commonwealth Bank has appointed another woman to its senior executive ranks, this time new Group general counsel, Anna Lenahan....
Investec has recruited former Credit Suisse executive, Anthony Lazzoppina, to its corporate advisory team, following two other senior Investec hires....
Australian Unity’s Lifeplan has launched an investor portal for investors to track their investments, off the back of its adviser portal experience....
Fixed income dealer, FIIG, has appointed former Wallaby and Australian Rugby Union non-executive director, Mark Connors, as its Queensland state manager....
After dealing with Champ Ventures in an investor capacity, IFM Investors has recruited Stuart Wardman-Browne to its private capital team....
BetaShares launches a new global energy ETF on the back of investor demand and says more ETFs will come....
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...
Life insurer, AIA, is helping financial advisers produce fast and accurate client information for administering life policies....
The diversity imbalance in senior management roles in financial services can be helped by building bridges between tertiary education and the industry, NAB believes....
The ATO’s extended deadline for small businesses to become SuperStream compliant has been welcomed by an SMSF body....
Industry consultant, John Wiseman, believes the days of low-cost SMSFs will end at much the same time as the accountant’s exemption....
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...
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...
JBWere’s new remuneration model for advisers, which reduces reliance on grid commissions, has been welcomed by the SAA....
Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...
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....
Resources round out the best performing Australian managed funds for the year, while technology begins to make its mark. ...
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...