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ASIC’s guidance on digital advice providers’ accountability is controversial as traditional advisers may use technology to automate seemingly trivial documentation, accor...

Financial planning • 27 October 2016

The Life Insurance Framework has bigger implications for advisers than does higher education standards. ...

Life/Risk • 27 October 2016

Industry Super Australia wants those firms guilty of not paying in line with FOS determinations to be named and shamed....

Superannuation • 27 October 2016

The Life Insurance Code of Practice includes group insurers, contrary to some reports, according to TAL....

Life/Risk • 27 October 2016

The life insurance industry is getting killed thanks to customers being ignored when they ask questions, an Integrity Resolutions principal believes. ...

Life/Risk • 27 October 2016

ANZ, NAB, CBA, Westpac and AMP licensees have paid around $23.7 million in refunds for fees charged without the actual provision of advice, with the refund total likely t...

Financial planning • 27 October 2016

ASIC has disqualified an SMSF auditor who audited a fund of which he was a member and trustee....

Superannuation • 28 October 2016

The government should work more closely with industry super funds and leverage their scale and long-term investment horizon to boost infrastructure and economic growth, I...

Superannuation • 28 October 2016

ASIC has highlighted that AFSLs must have access to financial adviser records for the required period, while representatives must also keep records....

Financial planning • 28 October 2016

IOOF has switched its focus to advisers, with a restructured service to focus on clients, rather than a product-based sales approach....

Financial planning • 28 October 2016

Is the superannuation lump sum mentality coming to an end? APRA’s data suggests it is....

Superannuation • 28 October 2016

The life insurance industry is missing out on an opportunity by just having half a dozen providers on APLs without basis, according to a panel....

Life/Risk • 28 October 2016

The Commonwealth Bank has reinforced the fact that it has self-reported the problems around advice clients being billed for advice they did not receive amid the high-prof...

Financial planning • 28 October 2016

AMP Limited has taken radical action to address deteriorating results within its insurance business, initiating a reinsurance deal with MunichRe....

Life/Risk • 28 October 2016

ASIC has permanently banned a former Queensland authorised representative of an insurance product distributor after being sentenced for fraud and stealing....

Financial planning • 28 October 2016

The ASX’s mFund platform has added three funds from boutique alpha fund manager, Alphinity, to its range. ...

Funds management • 31 October 2016

PIMCO has announced that it plans to internalise its responsible entity services for its $10 billion managed fund complex in Q1 of 2017. ...

Funds management • 31 October 2016

Income oriented equity investors could still access a high level of income and return, despite a potential rise in US interest rates, according to SPDR. ...

Funds management • 31 October 2016

Zenith has delivered a ‘recommended’ rating to Morningtar’s objective-based multi-asset offerings....

Funds management • 31 October 2016

Investors should not be ignoring India as a powerful global economic force, as its demographics were improving and the government was stimulating the economy. ...

Funds management • 31 October 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 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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