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ASIC has cancelled the financial services licence of Western Australian company, Macro All State Investments & Securities Limited....

Financial planning • 14 October 2016

The SMSF Association has released new research confirming the need to lift concessional contribution caps, particularly for those aged over 50....

Superannuation • 14 October 2016

Strategy Steps’ co-founders have sold their firm to software product and online tool firm, knowIT group, as they look to focus on aged care....

Financial planning • 14 October 2016

Retail super funds only have a higher satisfaction rate over industry funds when balances are under $5,000, according to Roy Morgan Research....

Superannuation • 14 October 2016

While Australian consumers’ confidence fell flat this week, views toward future finances have increased....

News • 14 October 2016

The Australian Bankers Association says public support for a Royal Commission is far less than is being claimed....

Policy & Regulation • 14 October 2016

Major group insurer, TAL, has confirmed the payment of ‘profit share rebates’ to superannuation funds in the expectation they will be used for the benefit of members....

Life/Risk • 14 October 2016

Investors were focusing on large cap stocks and were missing out on outperformance from small caps, according to the boutique fund manager....

Funds management • 17 October 2016

Lonsec has upgraded AllianceBerstein’s managed volatility equities fund to ‘highly recommended’, while it also outperformed the index. ...

Funds management • 17 October 2016

AMP Capital has inked a deal to buy 5.2 per cent of the largest desalination plant in the southern hemisphere. ...

Funds management • 17 October 2016

Investors could lose their money if they invest in an index fund over the next five years, according to Lazard Asset Management. ...

Funds management • 17 October 2016

Financial advisory firm, Securitor, has awarded its advisers at a gala dinner celebrating 30 years of partnerships in the advice space....

Financial planning • 17 October 2016

Index ETFs outperformed all managed funds, industry super funds and retail funds since 1992, according to financial writer, Gary Stone. ...

Funds management • 17 October 2016

Investors need risk management that extend beyond the traditional safeguards of a long-term perspective and diversification, according to Milliman....

Funds management • 17 October 2016

Federal Treasurer, Scott Morrison, has released the third tranche of the super reforms, saying it would be introduced into Parliament before the end of the year....

Superannuation • 17 October 2016

Financial advisers have so far failed to tap into the untouched customer base of around 18.5 million people....

Financial planning • 17 October 2016

Wealth managers would need to overcome some resistance to win the trust of the Asia-Pacific’s HNWIs and better understand their needs, according to Capgemini’s report....

Funds management • 17 October 2016

The Government announced a new independent standards body for financial advisers, as a part of its professional standard reforms....

Policy & Regulation • 17 October 2016

Low interest rates were exacerbating the gap between the rich and poor while investors stood to benefit from an interest rate rise, DNR Capital said....

Funds management • 18 October 2016

Independent financial data source, InvestmentLink, has announced software developer, Harmonee, as the recipient of its data grant....

Financial planning • 18 October 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. ...

3 days 18 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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