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RSM Australia has grown its number of partners to 94 after it appointed several new partners and principals this week, with three of the appointments in Ballarat....

People & Products • 24 August 2016

Perpetual has promoted Kylie Smith to the role of group executive, marketing, to focus on digital client experience....

People & Products • 24 August 2016

CFS FirstChoice Employer Super has reached the $10 billion funds under management milestone 14 years after its launch....

People & Products • 24 August 2016

Robeco has backed momentum with the appointment of Sam Besley as a Melbourne-based regional sales manager for the company’s retail business....

People & Products • 24 August 2016

Former CUA chief executive, Chris Whitehead, has been named as the new chief executive of Finsia, starting from 26 September....

People & Products • 24 August 2016

Investors could earn higher income and experience less volatility if they invested in listed infrastructure, according to Maple-Brown Abbott. ...

Funds management • 24 August 2016

Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...

Financial planning • 24 August 2016

Triple A Super has launched cloud-based system, Preset Super, which offered administration, tax return, and audit services....

Superannuation • 24 August 2016

A-REITs have failed to attract investor interest despite outperforming global and Australian shares over one, three and five year periods....

Funds management • 24 August 2016

Investors Mutual Limited has announced it would launch an income-focused ASX-listed investment company, with the prospectus to be lodged during the fourth quarter....

Funds management • 24 August 2016

Centrepoint Alliance has posted strong results of the back of increased planner numbers and solid funds under management....

News • 24 August 2016

CPA Australia has caused consternation by rolling financial planning/advice services into its Public Accounting Service definition....

Policy & Regulation • 24 August 2016

New Investment Trends research has confirmed the Life Insurance Framework has already hit the bottom lines of risk advice practices....

Life/Risk • 24 August 2016

Sentry Group chief executive, Murray Hills, has urged unity amid continuing ructions over LIF within the AFA....

Policy & Regulation • 24 August 2016

Tickets are now on sale for the Annual Risk Policy & Awards Breakfast. Buy your table of 8 today before they sell out! ...

Past events • 24 August 2016

The corporate regulator has accepted an EU from My Adviser, after finding instances of poor advice provided by disgraced property developer, Craig Gore. ...

Financial planning • 24 August 2016

Macquarie Investment Management has been subject to civil penalties in the NSW Supreme Court over its role as responsible entity for the van Eyk Blueprint funds....

Funds management • 24 August 2016

Home loan marketplace fintech, HashChing, has announced the appointment of managing director of The Fold Legal, Claire Wivell Plater, to its advisory board....

Policy & Regulation • 25 August 2016

ASIC has banned two former Macquarie advisers for poor advice and lack of compliance as part of its Wealth Management Project. ...

Policy & Regulation • 25 August 2016

ClearView Wealth Limited has posted a strong full-year result amid satisfaction with its industry disruptor strategy....

Financial planning • 25 August 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 2 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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