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Equity Trustees was appointed as MHOR Asset Management’s responsible entity (RE) which would benefit potential new investors, according to Equity Trustees. ...

Funds management • 14 September 2016

A new range of managed portfolios for Australian Unity Personal Financial Services Clients have been released on the Federation Alliance platform....

Policy & Regulation • 14 September 2016

Westpac has refunded $9.2 million to affected clients after failing to waive bank account fees on its branded savings and transaction accounts....

Financial planning • 14 September 2016

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....

Financial planning • 14 September 2016

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....

Policy & Regulation • 14 September 2016

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...

Financial planning • 14 September 2016

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 ...

Knowledge Centre • 14 September 2016

ASIC has permanently banned a former AMP financial planner after he was found to have prioritised his own interests over that of his clients....

Financial planning • 14 September 2016

The Commonwealth Bank of Australia has paid $180,000 for four infringement notices for breaches of responsible lending law....

Financial planning • 15 September 2016

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’ ...

Financial planning • 15 September 2016

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....

Funds management • 15 September 2016

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...

Funds management • 15 September 2016

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...

Financial planning • 15 September 2016

Dion Hershan’s team has formed up for a management buy-out of Goldman Sachs Asset Management’s Australian-focused operations....

Funds management • 15 September 2016

How can advisers lead through times of change and continue to create long-term value for their clients in this environment?...

Knowledge Centre • 15 September 2016

ASIC’s guidance of digital advice should apply to all financial advisers because of the way financial advice businesses are structured, lawyers believe....

Financial planning • 15 September 2016

The Federal Government has dropped the $500,000 super cap in key changes to its Budget super measures....

Financial planning • 15 September 2016

Australian ETF manager, BetaShares, has announced the launch of a cybersecurity ETF to provide exposure to the fast-growing sector....

Funds management • 16 September 2016

Regal Funds Management has been named as the hedge fund manager of the year, at the Australian Hedge Fund Awards. ...

Funds management • 16 September 2016

Advisory and broking company, Willis Towers Watson, has today announced the appointment of Andrew Boal to the position of regional head of Australasia....

Funds management • 16 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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