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Google head of sales, Susuan Wheeldon-Steele, has been appointed to the board of specialist investment firm, Centuria Capital....

People & Products • 7 September 2016

Tribeca has responded to investor demand by launching a Cayman vehicle for its Tribeca Global Natural Resources Fund....

People & Products • 7 September 2016

Atrium Investment Management has recruited two key specialists for its distribution team, reflecting growth....

People & Products • 7 September 2016

Netwealth has entered into a partnership with global fintech firm, TipRanks, to help clients identify US opportunities....

Funds management • 7 September 2016

The family home needs to be included in a total asset approach to help fund retiree savings gaps, Homesafe Solutions believes....

Financial planning • 7 September 2016

ASIC has simplified the registration process for prospective SMSF auditors, to reduce red tape and save time for applicants....

Superannuation • 7 September 2016

The Life Insurance Code of Practice consultation period will close this Friday, after it was released in early August after delays....

Life/Risk • 7 September 2016

Citi has been announced as NAB Asset Servicing’s global custodian, allowing access to 60 markets around the world....

Funds management • 7 September 2016

A Victorian tribunal has ordered a financial services firm to pay over $12,000 to a client after it allegedly breached its service agreement. ...

Financial planning • 7 September 2016

Equities are an important part of a portfolio but you must also not ignore the need to mitigate risk. MLC discusses the challenges of matching your investment time horizo...

Knowledge Centre • 7 September 2016

Majority of those belonging to Generation Y felt financial products were not tailored to their needs, while two-thirds preferred face-to-face learning rather than digital...

Financial planning • 7 September 2016

Inappropriate advice was the most common issues in investment and advice disputes received by FOS....

Financial planning • 7 September 2016

Investors should have some exposure to emerging markets, as it was growing faster than the developed world and housed majority of the global population. ...

Funds management • 8 September 2016

Platform provider, Powerwrap, has announced the launch of its new separately managed account offering....

Funds management • 8 September 2016

The most controversial changes to super proposed in the Federal Budget such as the $500k lifetime limit have not been mentioned in the first tranche of draft legislation,...

Superannuation • 8 September 2016

DEXX&R research showed low investment returns in major asset classes had eaten into FUM/A growth across investments sectors for the 12 months to June....

Funds management • 8 September 2016

The number of people planning to retire in the next 12 months will place a high financial burden on the government, Roy Morgan research found....

Superannuation • 8 September 2016

The financial services industry has welcomed the introduction of LISTO but is divided on the objective of superannuation....

Financial planning • 8 September 2016

ASIC cancelled The Sharemarket College’s AFS licence and banned its responsible managers from providing financial services for making misleading claims....

Financial planning • 8 September 2016

The ATO will not automatically impose penalties on businesses and individuals for incorrect tax returns....

Policy & Regulation • 9 September 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. ...

3 days 23 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. ...

1 week 6 days 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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