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The newly re-elected Government has been urged to look to independent financial groups rather than the banks on policy input and formulation....

Financial planning • 11 July 2016

ATM transactions have plummeted to the lowest level in five years as mobile payments became the preferred method, according to research from finder.com.au....

Policy & Regulation • 12 July 2016

AIA Australia has launched a web-based, self-service portal aimed at simplifying insurance administrative needs for financial advisers....

Financial planning • 12 July 2016

Zurich has appointed two Macquarie Life personnel ahead of its acquisition of Macquarie Life, due to be finalised in October....

Life/Risk • 12 July 2016

Zenith’s outperformance of the S&P/ASX 300 index was driven by stock selection with less exposure to blue chips, a study found....

Funds management • 12 July 2016

Accountants who provided SMSF advice before 1 July have been urged to come clean with clients and contact their PI provider....

Superannuation • 12 July 2016

The Big four banks and smaller planning firms were internally promoting tertiary qualified paraplanners to combat the shortage of experienced financial planners with degr...

Financial planning • 12 July 2016

The Financial Services Council has urged the newly re-elected Government to make reintroduction of the Life Insurance Reform Bill a priority in the new Parliament....

Financial planning • 12 July 2016

There are suggestions that the make-up of the new Federal Parliament makes a Royal Commission into banking and financial services inevitable. What do you think?...

Financial planning • 12 July 2016

International player Mazars has announced its transaction to acquire Corality Financial Group....

People & Products • 13 July 2016

Russell Investments has appointed two industry veterans to its superannuation trustee board....

People & Products • 13 July 2016

Bennelong Funds Management has appointed Vicki Allen and Lincoln McMahon to its board....

People & Products • 13 July 2016

Sunsuper has appointed two new employer directors to its board – Theresa Moltoni and Professor Mark Harvey....

People & Products • 13 July 2016

BetaShares believed defensive opportunities were attractive investments post Brexit, while Montgomery Investment warned that bonds could collapse investors’ retirement sa...

Funds management • 13 July 2016

Perpetual's private business-focused Fordham Business Advisors has substantially grown its team....

People & Products • 13 July 2016

Synchron appoints Gee Vas as state manager for Queensland, following retirement of Gerry Porter....

People & Products • 13 July 2016

Investors are moving money to asset managers who pay attention to the environment and social impact of their investments, according to Australian Ethical....

Financial planning • 13 July 2016

UK banks need to focus on their track record and reputation to help attract mass affluent demographics, a financial services and research firm said....

Funds management • 13 July 2016

Responsible investment has reached an all-time high with half of Australia’s investments now being held in the sector. ...

Funds management • 13 July 2016

An industry body has revived calls for using reverse mortgages to fund retirees, arguing retirement products like annuities would not last retirees for the long-term. ...

Financial planning • 13 July 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 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 11 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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