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Lonsec was pushed down to second spot in favour of Zenith, which was the most frequently used research house, according to Money Management’s 2016 Rate the Raters survey....

Funds management • 16 August 2016

Engage your clients and reduce lapse rates with AIA Vitality, our scientifically-backed program that promotes better health and wellbeing, with great rewards and reduced ...

Knowledge Centre • 16 August 2016

The Australian Taxation Office has revealed the challenges and costs associated with implementation of the Government’s Budget super changes, particularly non-concessiona...

Policy & Regulation • 16 August 2016

Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop...

Rate the raters • 16 August 2016

Chris Siniakov explains how negative interest rates work, what their intended purpose is, and whether it is having the desired effect on a highly stressed economy....

Tools & guides • 16 August 2016

Col Fullagar considers six topical issues advisers in risk insurance need to be aware of, including trauma definition, the timing of the duty disclosure, and the pros and...

Tools & guides • 16 August 2016

Jeff Rogers explores goals-based investing for retirees, highlighting that retirees’ goal priorities in terms of their needs, wants and aspirations in retirement determin...

Tools & guides • 16 August 2016

Almost half of firm leaders find balancing work and life a challenge. David Clatworthy looks at what firms can do to foster better work-life balance and its importance....

Features • 17 August 2016

Asteron Life’s so-called Wheel of Balance interactive tool has received a global market award for best use of content curation....

People & Products • 17 August 2016

QBE Insurance has appointed its former European COO, Kathryn Lisson, as a non-executive director and chair of a new operations and technology committee....

People & Products • 17 August 2016

OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....

People & Products • 17 August 2016

Standard Life has added two new staffers to its ESG investment team, with the firm saying they would help with the integration of ESG into the wider investment process....

People & Products • 17 August 2016

VicSuper has sharpened its focus on planning delivery via the creation of a new distribution role responsible for delivering workplace education services to members....

People & Products • 17 August 2016

Despite uncertain "grey swan" times ahead, cash offered flexibility and the opportunity for discovery in the portfolio construction process. ...

Funds management • 17 August 2016

Young investors were twice as likely to want their investments ESG screened, when compared with their older counterparts, according to BNP Paribas....

Funds management • 17 August 2016

Class has posted a 71 per cent increase in net profit after tax thanks to an increase in billable portfolios....

Financial planning • 17 August 2016

AMP Capital has signalled upfront sell-down of AGF as its preferred wind-up option, with plans to return the proceeds to investors “as soon as practicable”....

Funds management • 17 August 2016

The latest Australian Prudential Regulation Authority data has revealed disability insurance as a continuing problem for Australia’s insurers....

Life/Risk • 17 August 2016

Count Financial founder, Barry Lambert, has invested $1 million in robo-advice firm, Ignition Wealth, while urging for low-cost, accessible advice solutions....

Financial planning • 17 August 2016

Is the current scenario of low interest rates and low inflation rates the new “norm”? Is it a paradigm shift? Not if we rely on history… ...

Knowledge Centre • 17 August 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 3 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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