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BTFG’s contributions to Westpac has declined by four per cent to $876 million in cash earnings thanks to weak results in wealth in a challenging environment. ...

Financial planning • 7 November 2016

Combining regulation and technology, regtech, could solve regulatory and compliance burdens to create new efficiencies in the financial system, the Federal Treasurer beli...

Policy & Regulation • 7 November 2016

Industry veterans, Alan Schoenheimer and Andrew Gale, have been appointed as non-executive directors of the board overseeing NAB’s new super structure....

Superannuation • 7 November 2016

APRA data tabled in Parliament has revealed retail funds can boast more women on their boards and more directors who are independent but that industry fund trustee direct...

Funds management • 7 November 2016

Westpac has emerged as the latest major bank to reveal the manner in which regulatory and compliance costs are dragging on its wealth management businesses....

Policy & Regulation • 7 November 2016

VIDEO: Tumbling markets throw up opportunities, so investors should be eyeing global banks, European markets and Chinese shares amid the US election’s stock market shake ...

Knowledge Centre • 7 November 2016

The Productivity Commission should focus on the difference that separated Australia from the best retirement systems — allowing banks to take profits, according to Indust...

Superannuation • 7 November 2016

ASIC has permanently banned Brisbane financial adviser, George Karakatsanis, from providing financial services for not acting in the best interest of his clients....

Financial planning • 7 November 2016

Hugh Young looks at how regulatory and technological change will shape demands for more productive investments....

Features • 7 November 2016

Trust needs to be established as a core competency to help deliver quality advice and to help consumer regain trust in financial services, Charmaine Cheung writes....

Features • 7 November 2016

Mortgage funds may be a solution to the income generation challenge as they avoid an asset/liability mismatch and allows investors to tailor risk and return, Roy Prasad w...

Features • 7 November 2016

XTBs corporate bonds available on the ASX have reached over $100 million in FUM, on the back of increased adviser demand, according to ACBC. ...

Funds management • 8 November 2016

Australian equity ETP inflows was almost double that of international equity ETPs thanks to a strong home bias, the US election, and a possible Fed rate hike, according t...

Funds management • 8 November 2016

Financial services firm, Centrepoint Alliance, has launched a client interface developed for advisers....

Financial planning • 8 November 2016

SMSF trustees have been advised to avoid making hasty decisions in the wake of the US election and should rather focus on their long-term investment strategy, the SMSF As...

Superannuation • 8 November 2016

Super funds have a chance to boost their financial advice offering and engage with members who craved increased returns amid unstable financial markets....

Superannuation • 8 November 2016

An analysis of the full-year results of the major banks has confirmed a growing disappointment with the return on investment being generated by their wealth management op...

News • 8 November 2016

Unlicensed accountants who continue to provide SMSF advice risk damaging their sector’s hard-won positive reputation, according to Count Financial chief executive, David ...

Accounting • 8 November 2016

How do you help clients find the patience and discipline to invest for the long term with a healthy allocation to equities? Perpetual has scoured fifty years of its histo...

Knowledge Centre • 8 November 2016

The Financial Services Council has conceded that a more exacting MySuper approval process may be needed before all MySuper funds can be offered as defaults....

Policy & Regulation • 8 November 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 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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