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Financial planning education providers would have to register with and meet the independent education body’s requirements to set out their curriculum as it looks to bring...

Financial planning • 25 July 2016

As the challenges facing bond investors keep coming, it is becoming increasingly difficult to gain smooth, consistent returns from bond portfolios. A different approach t...

Knowledge Centre • 25 July 2016

Longevity risk concerns have forced pension funds professionals in the APAC region to focus on improving liability valuations, according to State Street....

Financial planning • 26 July 2016

Synchron’s advisers would be able to access new portfolios, platforms and products through its new investment company, Valant Capital Investments. ...

Funds management • 26 July 2016

An accounting body has urged the Government to stop using superannuation to plug Budget holes, and instead called for holistic tax reform....

Financial planning • 26 July 2016

Constant tinkering and complexity of superannuation would make the family home better than super and may help fund retirement, according to Homesafe MD....

Superannuation • 26 July 2016

Accounting and financial services professionals found it a challenge to maintain a work-life balance even as the majority were confident about their professional prospect...

Financial planning • 26 July 2016

Accounting practices were failing to see the same level of demand for their practices as financial planning practices due to lack of confidence and higher levels of busin...

Financial planning • 26 July 2016

General advice warnings must be easily accessible, must not be hidden, and should be placed near the advice itself in documents in order for advisers to be compliant, a l...

Financial planning • 26 July 2016

Saxo Capital Market Australia has terminated its business dealings with Halifax Australia....

Funds management • 26 July 2016

ASIC has cancelled the Australian financial services licence of a Sydney-based firm, Edwards Benefits for breaching key obligations....

Financial planning • 26 July 2016

The corporate regulator has banned a former client adviser and authorised representative of Morgans Financial for breaching financial services laws....

Financial planning • 26 July 2016

ASIC has permanently banned Mark Steven Grevsmuhl from providing financial services due to serious fraud convictions....

Financial planning • 26 July 2016

The corporate regulator has banned a former ANZ financial planner for 18 months for misleading conduct as part of its Wealth Management Project....

Financial planning • 26 July 2016

Insync Fund Managers has foreshadowed growth with the appointment of a business development manager to its Insync Global Titans Fund....

People & Products • 27 July 2016

Northern Trust Capital Markets has recruited Ben Brownette as a research analyst in its first post-acquisition hire....

People & Products • 27 July 2016

IFM Investors has appointed David Perkins to the new role of associate director of the Private Capital team as part of its growth strategy. ...

People & Products • 27 July 2016

PIMCO has hired Paul Vosper as a key real estate specialist as it looked to expand the firm’s alternatives investment platform. ...

People & Products • 27 July 2016

A new managed account business, MA Operator, has launched into the industry this week, which would target financial advisers to manage investments on clients’ behalf....

People & Products • 27 July 2016

Advisers and investors have been demanding less volatility, new ways to manage risk and non-traditional investments, according to BetaShares. ...

Funds management • 27 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 7 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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