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Risk specialist practice, MBS Insurance, has partnered with Pitcher Partners Sydney to provide protection solutions and reviews of clients’ insurance cover. ...

Financial planning • 12 September 2016

Australians would need to ask themselves if $1.6 million would provide an adequate retirement income to sustain a comfortable lifestyle, according to Milliman....

Superannuation • 12 September 2016

Planners were increasingly using platforms for writing insurance but they were demanding more choice in the range of insurers, as well as for the ability to change cover ...

Financial planning • 12 September 2016

The Government’s review of external disputes resolution schemes has canvassed simplification under a single scheme providing a one-stop-shop....

Policy & Regulation • 12 September 2016

ChinaAMC China Opportunities Fund (COF) has launched an offer for the AMP Capital China Growth Fund (AGF) units to help investors retain exposure to the Chinese equity ma...

Funds management • 12 September 2016

The Association of Financial Advisers has announced the finalists for the 2016 AFA Female Excellence in Advice Award....

Financial planning • 13 September 2016

The ETF industry FUM has hit a new high of $23.6 billion, while 25 new products were created in August, according to BetaShares. ...

Funds management • 13 September 2016

The number of new products in the global equities space has risen significantly as investors sought returns offshore, Lonsec research showed....

Funds management • 13 September 2016

ASIC has put insurers on notice to address serious failures in the sale of add-on insurance through car dealers....

Life/Risk • 13 September 2016

The latest data from Dexx&r points to an improving outlook for life/risk insureres on the back of better lump sum and disability discontinuance rates....

Life/Risk • 13 September 2016

Investment philosophy, and fund structure and governance have let down retail super funds, ISA believes....

Superannuation • 13 September 2016

National Australia Bank’s Andrew Hagger has outlined a digital future with ongoing commitment to face-to-face advice....

Financial planning • 13 September 2016

Financial services providers must clearly and explicitly explain to clients that they could seek assistance from FOS should the need arise to complain about a dispute....

Financial planning • 13 September 2016

ASIC has accepted an enforceable undertaking (EU) from a Perth financial services firm after concerns about its risk management and compliance framework....

Financial planning • 13 September 2016

A Victorian man has been imprisoned for illegally obtaining funds to develop property and for conducting a financial services business without a licence....

Financial planning • 13 September 2016

Australian Unity has further leveraged the Federation platform with the first of a new range of managed portfolios that coincided with its new super offerings....

People & Products • 14 September 2016

OneVue has appointed Angelina Tomkin as its head of client services as its fund services business saw growth....

People & Products • 14 September 2016

IFM Investors has appointed two new business development managers as it continued to build its North American presence....

People & Products • 14 September 2016

Just weeks out from listing, Contango has further grown its investment team, appointing two new associate analysts....

People & Products • 14 September 2016

BTIM has elevated J O Hambro Capital Management CEO, Gavin Ruchussen, to a new role, replacing him with Ken Lambden....

People & Products • 14 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 21 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. ...

2 weeks 6 days ago
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