Equity Trustees was appointed as MHOR Asset Management’s responsible entity (RE) which would benefit potential new investors, according to Equity Trustees. ...
A new range of managed portfolios for Australian Unity Personal Financial Services Clients have been released on the Federation Alliance platform....
Westpac has refunded $9.2 million to affected clients after failing to waive bank account fees on its branded savings and transaction accounts....
Platform providers need economies of scale to leverage off a cost base, and agility to adapt to increasing complexity of the business, according to IOOF....
Amid Government efforts to reign in the Budget deficit, an Auditor General’s report says it is unclear whether the ATO has met its compliance-related revenue commitments....
Most people believe a person providing information or advice on investing in property should have some level of formal property investment education or training, accordin...
Everyone's busy. It can be hard to keep across the constant flow of information in the news and on social media. Franklin Templeton’s Beyond Bulls and Bears blog has you ...
ASIC has permanently banned a former AMP financial planner after he was found to have prioritised his own interests over that of his clients....
The Commonwealth Bank of Australia has paid $180,000 for four infringement notices for breaches of responsible lending law....
A former Allianz financial adviser has been sentenced to five years' imprisonment, while ASIC has permanently banned her after she was caught allegedly stealing clients’ ...
The managed accounts market in Australia is expected to continue to grow quickly with the total FUM held in managed accounts to exceed $30.9 billion, according to IMAP....
There could significant investment implications due to the technological “arms race”, which was at a tipping point where computer systems as smart as humans could disrupt...
While low fees are at the bottom of the priority list when investors pick a financial adviser, only 33 per cent of investors completely understand how they pay their advi...
Dion Hershan’s team has formed up for a management buy-out of Goldman Sachs Asset Management’s Australian-focused operations....
How can advisers lead through times of change and continue to create long-term value for their clients in this environment?...
ASIC’s guidance of digital advice should apply to all financial advisers because of the way financial advice businesses are structured, lawyers believe....
The Federal Government has dropped the $500,000 super cap in key changes to its Budget super measures....
Australian ETF manager, BetaShares, has announced the launch of a cybersecurity ETF to provide exposure to the fast-growing sector....
Regal Funds Management has been named as the hedge fund manager of the year, at the Australian Hedge Fund Awards. ...
Advisory and broking company, Willis Towers Watson, has today announced the appointment of Andrew Boal to the position of regional head of Australasia....
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...