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Trump’s victory should not distract investors from staying focused on their long-term financial objectives....

Funds management • 10 November 2016

Link Group has launched a digital superannuation advice platform in response to the growing demand for integrated advice....

Superannuation • 10 November 2016

Former TAL chief executive, Jim Minto, said insurance via super is the most efficient and effective delivery mechanism....

Superannuation • 10 November 2016

The 1 January 2017 changes to the Age Pension Assets Test provide an opportune time for advisers to review their clients’ circumstances says George Lytas. ...

Knowledge Centre • 10 November 2016

Independent reviews of retail advice and group in life insurance claims at CommInsure did not find inappropriate decline of claims, the Commonwealth Bank said....

Life/Risk • 10 November 2016

The minister of revenue and financial services has criticised Labor for changing its super policies multiple times, and said it would be a tax grab from those wanting to ...

Superannuation • 10 November 2016

Changes to the UK retirement regime has given rise to an environment where retirees badly need advice but are reluctant to pay for it....

Financial planning • 10 November 2016

The AAT has stayed the ASIC banning of former financial adviser, Michael Spencer, for engaging in warrant price manipulation....

Financial planning • 11 November 2016

Financial services organisations needed to constantly engage customers digitally, so they could provide better services, according to AMP. ...

Financial planning • 11 November 2016

Existing planners continued to express uncertainty over course requirements under the new professional standards with the establishment of the standards setting body at l...

Financial planning • 11 November 2016

The CFA Institute is calling on members and industry partners to address the chronic issue of gender disparity in the investment management industry....

Financial planning • 11 November 2016

Both APRA and ASIC have warned of considerable reputational damage to insurers and super funds if they do not turn talk of improvements into actions....

Superannuation • 11 November 2016

Highly complex claims processes are forcing superannuation fund members to seek lawyer assistance in making insurance claims....

Superannuation • 11 November 2016

Superannuation funds have been warned to fix the problems which have seen super balances eroded by insurance premiums....

Superannuation • 11 November 2016

There have long been accusations that industry funds have been the beneficiaries of generous rebate arrangements from group insurers and both the Productivity Commission ...

Editorial • 11 November 2016

There can be no more grievous indictment of a service provider than that they continually charged for a service that was never provided....

Editorial • 11 November 2016

Sovereign Plus has joined HLB Mann Judd in Perth as part of the chief executive and founder’s succession plan....

Financial planning • 11 November 2016

Monash’s absolute investment fund has received a ‘recommended’ rating for attempting to grow investors wealth in a reliable way, according to Lonsec Research. ...

Funds management • 14 November 2016

Henderson’s emerging markets equity fund has been awarded a ‘recommended’ rating for its investment processes by Zenith. ...

Funds management • 14 November 2016

AMP Capital’s diversified infrastructure fund (ADIT) has been ranked as the best in the world for ESG investing, according to international ESG body, GRESB. ...

Funds management • 14 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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