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CBA has reported a slight uptick in AUM and FUA in its wealth management division in a period where the sector had not met expectations for other banks such as ANZ and We...

Financial planning • 8 November 2016

ANZ’s OneCare has launched new initiatives to streamline OneCare’s underwriting processes to allow advisers and clients to spend more time on wealth solutions....

Life/Risk • 8 November 2016

The financial advice industry could be expected to pay $24 million in levies to fund ASIC under the industry funding model, with much of it falling on personal advice pro...

Financial planning • 8 November 2016

Stanford Brown has appointed industry veteran, Don Stammer, as an external consultant to their Lunar Investment Committee....

People & Products • 9 November 2016

Man AHL has produced a new video series aimed at helping advisers better understand alternatives....

People & Products • 9 November 2016

Vanguard has announced changes to its Australian executive team, promoting Matthew Lumsden to head of distribution....

People & Products • 9 November 2016

Partners Wealth Group has launched a soft skills training program for new advisers entering the market on the back of industry feedback....

People & Products • 9 November 2016

VicSuper has appointed Andrew Howard as its chief investment officer, succeeding Oscar Fabian....

People & Products • 9 November 2016

Technology solutions supplier, IRESS, has announced the appointments of Coran Lill to the new role of group executive — communications and marketing....

People & Products • 9 November 2016

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

People & Products • 9 November 2016

Suncorp has announced it would offer white-labelled Challenger annuities via its adviser channel....

People & Products • 9 November 2016

Despite falling global markets, the ETF industry has remained at its previous month’s record funds under management high, according to BetaShares. ...

Funds management • 9 November 2016

The FPA has revealed the finalists for the 2016 FPA awards and said applicants were of the highest standard that they had seen. ...

Financial planning • 9 November 2016

The Governance Institute has urged the Senate to wait for hard evidence from a whistleblowing project from Griffith University before making recommendations rather than r...

Policy & Regulation • 9 November 2016

A tax agent’s termination following six tax offences for lodge failures and non-compliance has been affirmed by the AAT....

Financial planning • 9 November 2016

Wealth managers across the UK have responded well to an influx of digital platform offerings within their workspace....

Financial planning • 9 November 2016

The superannuation system needed reform that would promote choice and competition and help become sustainable over the long-term, the FSC said....

Superannuation • 9 November 2016

Labor has proposed to tighten super tax concessions on the $100,000 annual cap on non-concessional contributions and other areas, and to close other tax loopholes....

Superannuation • 9 November 2016

Cardena has partnered with another non-institutional platform provider, Netwealth, and went live with a new private label this week....

Financial planning • 9 November 2016

Interest from wealthy US citizens to remain in their homeland has crashed following the election of Republican candidate, Donald Trump, as the President Elect of the US. ...

News • 10 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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