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ASIC has banned Brisbane life insurance financial adviser, Christopher Young, for five years as he failed to act in his clients’ best interest....

Financial planning • 3 November 2016

For some older couples, one spouse is 'in charge of' the money and the other is disengaged and not interested in understanding the couple's financial situation. Jacqui Ir...

Tools & guides • 3 November 2016

Nearly all fintech leaders in Australia’s alternative finance space have been identified as tertiary educated, according to a report....

News • 4 November 2016

YTML has launched a new platform to help advisers enter the fintech space....

Financial planning • 4 November 2016

One of Canada’s largest fund managers has inked a deal to buy 80 per cent of Grant Samuel Funds Management. ...

Funds management • 4 November 2016

Cardena Private Wealth has joined Fortnum Financial Advisers after 14 years with AMP’s Hillross dealer group....

Financial planning • 4 November 2016

Paul Barrett’s AZ Next Generation Advisory has made 18 acquisitions in 18 months entering into a transaction with Perth’s On-Track Financial Solutions....

Financial planning • 4 November 2016

The Australian Prudential Regulation Authority has admitted that some MySuper products are falling short and may not be suitable as default funds....

Superannuation • 4 November 2016

The Government has confirmed that deregistering a trade union is likely to have little impact on the make-up of industry superannuation fund boards....

Superannuation • 4 November 2016

It's an old adage, but now more than ever, time is money for both financial advisers and their clients. And with other industries delivering services on demand, prompt se...

Knowledge Centre • 4 November 2016

The AFA has called for common sense and flexibility from insurers when laying the parameters on exemptions to clawbacks for life insurance advice, which took into account...

Financial planning • 4 November 2016

IRESS has appointed Andrew Todd as his new chief technical officer to replace David Walker who has assumed a new position within the company....

People & Products • 4 November 2016

Boutique fund manager, Bennelong, has expanded into the UK by opening an office in London, with plans to appoint key UK hires. ...

Funds management • 7 November 2016

Watermark has launched a fund that aims to deliver positive returns of 10 per cent or more, with no correlation to the share market. ...

Funds management • 7 November 2016

The impact investing industry was set to reach $1 trillion by 2020, largely fuelled by millennial demand, according to Standard Life Investments’ whitepaper. ...

Funds management • 7 November 2016

Equity markets were tipped to recover, post the US Presidential Election if Clinton wins, according to investment house, Instreet Investment. ...

Funds management • 7 November 2016

There were risks that we could see another financial crisis post the US election, according to Roger Montgomery. ...

Funds management • 7 November 2016

VIDEO: Defensive assets like infrastructure, property and utilities could tumble when interest rates rise, while the resource and finance sectors would benefit, according...

Funds management • 7 November 2016

Crowdfunder, DomaCom, which has completed its IPO and raised $7.33 million, will list on the ASX this morning....

Funds management • 7 November 2016

Henderson Global Investors has celebrated its first anniversary since acquiring Perennial Fixed Interest and Perennial Growth Management in Australia....

Funds management • 7 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 7 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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