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Investment platform provider, Praemium, has today announced its successful acquisition of UK pension provider, Wensley Mackay Limited....

News • 2 November 2016

ASIC has suspended the AFSL of Paramatta-based firm, Rural and General Insurance Broking, for failing to lodge financial statements....

Financial planning • 2 November 2016

Macquarie Wrap has added 54 managed funds and 20 SMAs in the past year, bringing the total number of funds available to over 700. ...

Financial planning • 2 November 2016

SMSF trustee critics often forget SMSFs gain diversification through ETFs and listed and unlisted trusts and managed funds, according to the SMSF Association....

Superannuation • 2 November 2016

The Institute of Public Accountants has called on the Government to hold off on plans to reduce the cap on concessional super contributions....

Superannuation • 2 November 2016

The Productivity Commission has been challenged on exceeding its brief by suggesting that group insurance arrangements might be subject to a separate and new competitive ...

Life/Risk • 2 November 2016

There are jurisdictional uncertainties about which external dispute resolution bodies should handle complaints involving planners, according to the Australian Institute o...

Superannuation • 2 November 2016

Should the uneven nature of global economic health, increased volatility and an eight-year bull market worry investors?...

Knowledge Centre • 2 November 2016

Outsider has some good news for financial planners and others regulated by ASIC — Peter Kell has admitted madly wasting money and resources....

Outsider • 2 November 2016

Outsider delved through Money Management’s treasure trove of misogynistic comments on its wealth management stories. Maybe he shouldn’t have done so. ...

Outsider • 2 November 2016

Outsider knew the writing was possibly on the wall a long time ago for ANZ’s wealth management arm. That wall just happened to be between the executive suite and the exec...

Outsider • 2 November 2016

Ahead of the US election, some financial experts are protecting investors’ portfolios against potential falls in Asia. ...

Funds management • 3 November 2016

Following increased advisers and investors flows, CFS' alternative funds have hit $1.1 billion in funds under management. ...

Funds management • 3 November 2016

Australian fintech start-up, A.S.A.P, has today launched a digital financial advisory platform for SMSFs and their accountants....

Superannuation • 3 November 2016

Traditional financial firms have expressed concern over their inability to adopt innovative processes and the growing popularity of fintech alternatives....

Financial planning • 3 November 2016

FinaMetrica and PlanPlus have launched a new online advice platform aimed at both individual investors and the financial institutions....

Financial planning • 3 November 2016

Either APRA should control home lending once again or the RBA should lift interest rates, or do both to avoid a dangerous housing bubble, SQM Research said....

Funds management • 3 November 2016

ANZ has flagged the sale of its Australian life insurance, advice and superannuation investments business in Australia....

Life/Risk • 3 November 2016

The Government’s review of financial services external dispute resolution has revealed overwhelming industry support for a last resort compensation scheme....

Policy & Regulation • 3 November 2016

ANZ has continued its change in strategic direction, this time flagging the possible sale of its life insurance, advice and superannuation and investments businesses in A...

Financial planning • 3 November 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 8 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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