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Helping clients identify financial goals and helping them create a plan to achieve them is significantly more likely to alleviate financial stress, Vicki Doyle writes....

Tools & guides • 21 October 2016

Mike Taylor writes that ASIC must deal in the complex realities of insurance claims handling, not the headline-making perceptions....

Editorial • 21 October 2016

The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...

Editorial • 21 October 2016

Central bank announcements have spurred growth in the global exchange traded product (ETP) industry and pushed the market to a new high of $243 billion. ...

Funds management • 24 October 2016

High conviction fund manager, Watermark Funds Management, has hired Platinum Asset Management’s senior investment analyst as the firm’s new portfolio manager. ...

Funds management • 24 October 2016

On the back of increased demand for ESG investing, SSGA has launched a ex-tobacco and controversial weapon fund. ...

Funds management • 24 October 2016

AMP Capital’s multi-asset fund has exceeded $1 billion in FUM amid increased market volatility. ...

Funds management • 24 October 2016

Fixed income and cash ETFs recorded the fastest growth in the sector, while investors turned away from Australian property ETFs, according to Stockspot. ...

Funds management • 24 October 2016

The corporate regulators of Australia and Kenya have today announced the signing of a co-operative agreement to promote fintech innovation. ...

News • 24 October 2016

Investors were wrongly focusing on short-term interest rates, when they should be eyeing long bond interest rates which affect all asset values, according to Roger Montgo...

Funds management • 24 October 2016

The outperformance of industry super funds over the bank-owned ones is driven by culture and investment philosophy, according to Industry Super Australia (ISA)....

Superannuation • 24 October 2016

Eaton Vance Corp has today announced its acquirement of the business assets of Calvert Investment Management....

Funds management • 24 October 2016

Paul Barrett’s AZ NGA has facilitated the acquisition of Queensland planning business, Aspire SRS, by AZ NGA subsidiary, Logiro....

Financial planning • 24 October 2016

Synchron’s Don Trapnell said he intended to appoint a general manager within two years to enable him to begin his exit strategy process, while the firm also hired a compl...

Financial planning • 24 October 2016

The Australian Securities and Investments Commission is perceived as diverting funding away from external dispute resolution towards its own regulatory agenda, according ...

Policy & Regulation • 24 October 2016

The Financial Planning Association has suggested appointing experienced financial planners to FOS panels to help overcome the lack of experience in dealing with planner-s...

Financial planning • 24 October 2016

Markets were fatigued and lumbered along with little volatility, to the surprise of some experts, in anticipation of the US election, according to Instreet. ...

Funds management • 25 October 2016

ASIC was seeking orders to wind up investments and technology companies, Gognos Holdings and Dynamic Agri Tech....

Funds management • 25 October 2016

QSuper has worked with the ATO to help pay out a member’s tax savings when they retire and transition to an income account....

Superannuation • 25 October 2016

The chief ombudsman, Shane Tregellis, has said the Financial Ombudsman Service is never reluctant to call on the expertise of planners to help in dealing with disputes....

Policy & Regulation • 25 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 3 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 12 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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