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Typically, insurance companies take a very traditional approach to underwriting – assessing a customer’s self-reported health based on a lengthy personal statement. ...

Knowledge Centre • 30 August 2016

Retirees and pre-retirees continued to hesitate from seeking financial advice due to advice and product failures of the past despite the need for professional financial g...

Financial planning • 30 August 2016

The AFA has received the required number of forms needed for an extraordinary general meeting....

Financial planning • 30 August 2016

The Australian Corporate Bond Company has released two XTB unit model portfolios due to adviser demand for simplified corporate bond exposure....

People & Products • 31 August 2016

Economic consulting group, Oxford Economics Australia, has appointed a new head of Asia Pacific macroeconomic consulting....

People & Products • 31 August 2016

Shaw and Partners has moved to a new management structure by appointing co-chief executive officers as it looked to expand its offerings....

People & Products • 31 August 2016

Michael Thawley has returned to Capital Group as senior vice president in Los Angeles after his stint at PM&C....

People & Products • 31 August 2016

Shaw and Partners has recruited Sam Kanaan to its institutional equities desk as sales trader, who would begin his role in early September....

People & Products • 31 August 2016

Sunsuper has appointed new business development managers as it looked to push further into the adviser space....

People & Products • 31 August 2016

New findings from Westpac show that the youngest adult generation willingly spend money on expensive international ATM fees....

Financial planning • 31 August 2016

The satisfaction level among customers of the ‘big four’ banks was higher in July, according to Roy Morgan Research....

Financial planning • 31 August 2016

Link Group’s Empirics has launched a platform that delivers member insights and analytics to help super funds and their business partners find new prospects....

Superannuation • 31 August 2016

Centrepoint and CFS’ Investment Exchange platform has reached $1 billion in FUA thanks to its open architecture approach....

Financial planning • 31 August 2016

Three-quarters of SMSF-focused advisers using platforms with established managed accounts are expecting to increase their on-platform FUA, according to Tria....

Superannuation • 31 August 2016

Typically, companies take a very traditional approach to underwriting, however, we've revolutionised the way we think about risk....

Knowledge Centre • 31 August 2016

Yellow Brick Road reported losses for its consolidated entity as well as its EBITDA after announcing a shift to a franchise model earlier this month....

Financial planning • 31 August 2016

ASIC has released a regulatory guidance for digital advice providers which requires them to monitor and test their own algorithms on a regular basis to ensure advice is a...

Financial planning • 31 August 2016

Real estate investment firm, Qualitas, has partnered with BMP Group to loan $33.5 million for a $300 million investment in a luxury Melbourne apartment development....

Funds management • 1 September 2016

AMP Capital has expanded its global infrastructure equity team with the appointment of Phillip Pacey as its principal. ...

Funds management • 1 September 2016

Beacon Financial Group will partner with fintech incubator, HUB24, to launch a customised and managed portfolio platform....

Funds management • 1 September 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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