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PIMCO are creating a dedicated investment platform focused on ESG-related opportunities. The process emphasizes careful analysis of broad secular trends at the core of lo...

Knowledge Centre • 23 November 2016

From the SEC’s money market fund reform to the seismic shift from prime funds to government-only money market funds, change has been a constant for cash and short-term in...

Knowledge Centre • 23 November 2016

Licensees have been urged to pre-arm themselves with replacement premium registers to counter accusations of churn....

Financial planning • 23 November 2016

The Minister for Revenue and Financial Services, Kelly O’Dwyer, has introduced the bill to mandate professional standards and education into Parliament today....

Financial planning • 23 November 2016

Industry associations have welcomed the Federal Government’s introduction of the bill to mandate higher education and professional standards for advisers....

Financial planning • 23 November 2016

Mugunthan Siva looks at seven reasons why Australia should not overlook investment into India....

Features • 23 November 2016

Tim Dixon and Naomi Fink warn businesses on what not to do when terminating a disruptive employee to avoid dealings with the Fair Work Commission. ...

Features • 23 November 2016

Malavika Santhebennur writes that many policy issues that beleaguered the financial services sector in 2015 remained in 2016, and would continue into 2017....

Features • 23 November 2016

Centuria Capital has acquired 360 Capital real estate management platform in a transaction valued at $217 million....

Funds management • 23 November 2016

Mike Taylor writes that accountant licensing has thus far proved to be the revolution which has not quite happened but the clock is still ticking. ...

Editorial • 23 November 2016

The financial services industry is facing another year of uncertainty but there will be opportunities for it to become the master of its own destiny....

Editorial • 23 November 2016

Members of the Financial Planning Association have been granted ASIC relief from opt-in if they sign up to the FPA’s Professional Ongoing Fees Code....

Financial planning • 23 November 2016

The Financial Planning Association has announced the winners from the 2016 FPA Awards....

Financial planning • 24 November 2016

This was the end of unlimited, tax-effective superannuation, but investors could use bonds as an alternative, according to Centuria. ...

Financial planning • 24 November 2016

Members were not rushing to top up their super before changes were implemented next year while the Federal Government had avoided publicising its changes to non-concessio...

Superannuation • 24 November 2016

Finance executives should make a visible commitment to ethical behaviour by taking the Banking and Finance Oath, former APRA chair, John Laker said....

Financial planning • 24 November 2016

Advisers are moving towards strategic advice as opposed to investment type services and they are particularly interested in the aged care side, according to Aged Care Ste...

Policy & Regulation • 24 November 2016

The Treasurer Scott Morrison has promised no more super tax tinkering as the timing of the Government's changes has opened up a seven month window of opportunity on non-c...

Superannuation • 24 November 2016

The Association of Financial Advisers has upped the ante on the Life Insurance Code of Practice urging a Parlimentary Committee to demand more of the life insurers....

Life/Risk • 24 November 2016

A Parliamentary Committee is recommending tough action by ASIC in naming miscreant licensees and planners and requiring contact with affected clients....

Policy & Regulation • 24 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 19 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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