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Australian private equity has boosted mergers and acquisitions value to 20 per cent in 2016, according to a market analysis by Minter Ellison....

Funds management • 15 November 2016

The average age of board members in Australia has steadily risen, even with the influx of younger female candidates....

Financial planning • 15 November 2016

CFS platforms have exceeded $535 million thanks to advisers driving annuities to meet complex retirement needs while maintaining admin efficiencies....

Financial planning • 15 November 2016

Those who design family trusts should consider whether the guardians they appointed were fiduciaries to avoid deadlocks and conflicts in the future. ...

Financial planning • 15 November 2016

More than half of Australians who only have life insurance in their super are not confident in the level of cover they have, according to a survey....

Life/Risk • 15 November 2016

Investors are more likely to reach their long-term goals if they remain invested and avoid short-term decisions that may take them off course....

Knowledge Centre • 15 November 2016

ASIC has pointed out that super funds which offer employers seats in their corporate boxes at major sporting events may be guilty of providing an illegal inducement. ...

Superannuation • 15 November 2016

In Sydney? Learn how risk profiling can help create lifetime relationships with clients. Financial Express is hosting a joint event with risk profiling organisation, Fina...

Knowledge Centre • 15 November 2016

A former Queensland financial planner has been jailed for seven years on charges including forgery and fraud....

Financial planning • 15 November 2016

Contango Income Generator has appointed Andrew MacDonald to chair and implement cuts to director remuneration....

People & Products • 16 November 2016

IOOF has promoted Western Pacific’s Nathan Stanton to the role of chief executive of Bridges Financial Services....

People & Products • 16 November 2016

Liberty Financial has promoted its chief operating officer, James Boyle, to the chief executive role....

People & Products • 16 November 2016

Contango Asset Management has recruited UBS’s legal, risk and compliance expert, Hari Morfis, as its new general counsel....

People & Products • 16 November 2016

The Institute of Management Account Professionals has expanded its board at the same time as seeing its chairman, Toby Potter, move to a full-time role....

People & Products • 16 November 2016

AMP Capital has undertaken key changes within its Global Equities and Fixed Income teams with a series of promotions and departures....

People & Products • 16 November 2016

Parametric has launched an emerging market fund for Australian superannuation funds which used a disciplined, rules based, engineered approach to emerging markets. ...

Funds management • 16 November 2016

A survey has showed that Australians, particularly men, have continued to struggle to keep up to date on credit card repayments. ...

Financial planning • 16 November 2016

Adviser Ratings has signed a referral deal with Small Business First to provide small businesses access to financial planners who would accept referrals from them. ...

Financial planning • 16 November 2016

The latest SuperRatings data confirm that the election of Donald Trump adversely impacted super returns....

Superannuation • 16 November 2016

Decimal has appointed Promontory Australasia to review its digital advice compliance....

Financial planning • 16 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. ...

2 days 20 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 5 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 5 days ago
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