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....
Perpetual has promoted Kylie Smith to the role of group executive, marketing, to focus on digital client experience....
CFS FirstChoice Employer Super has reached the $10 billion funds under management milestone 14 years after its launch....
Robeco has backed momentum with the appointment of Sam Besley as a Melbourne-based regional sales manager for the company’s retail business....
Former CUA chief executive, Chris Whitehead, has been named as the new chief executive of Finsia, starting from 26 September....
Investors could earn higher income and experience less volatility if they invested in listed infrastructure, according to Maple-Brown Abbott. ...
Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...
Triple A Super has launched cloud-based system, Preset Super, which offered administration, tax return, and audit services....
A-REITs have failed to attract investor interest despite outperforming global and Australian shares over one, three and five year periods....
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....
Centrepoint Alliance has posted strong results of the back of increased planner numbers and solid funds under management....
CPA Australia has caused consternation by rolling financial planning/advice services into its Public Accounting Service definition....
New Investment Trends research has confirmed the Life Insurance Framework has already hit the bottom lines of risk advice practices....
Sentry Group chief executive, Murray Hills, has urged unity amid continuing ructions over LIF within the AFA....
Tickets are now on sale for the Annual Risk Policy & Awards Breakfast. Buy your table of 8 today before they sell out! ...
The corporate regulator has accepted an EU from My Adviser, after finding instances of poor advice provided by disgraced property developer, Craig Gore. ...
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....
Home loan marketplace fintech, HashChing, has announced the appointment of managing director of The Fold Legal, Claire Wivell Plater, to its advisory board....
ASIC has banned two former Macquarie advisers for poor advice and lack of compliance as part of its Wealth Management Project. ...
ClearView Wealth Limited has posted a strong full-year result amid satisfaction with its industry disruptor strategy....
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...