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Congratulations to TAL for winning the Disability Income Products category at the 2016 Adviser Choice Risk Awards....

Awards • 24 November 2016

Congratulations to OnePath for winning the trauma products category at the 2016 Adviser Choice Risk Awards. ...

Awards • 24 November 2016

Congratulations to MLC for winning gold for its term and TPD product for the second year in a row at the 2016 Adviser Choice Risk Awards....

Awards • 24 November 2016

Congratulations to MLC for winning Risk Company of the Year at the 2016 Adviser Choice Risk Awards for the second year in a row....

Awards • 24 November 2016

The market had peaked and we would not see any more inflation but investors could find opportunities where others were not, according to Kerr Neilson. ...

Funds management • 24 November 2016

Melbourne-based CFP, Kathy Havers has been recognised by the FPA for her tireless community service and philanthropy. ...

Financial planning • 25 November 2016

ASIC and Morgans Financial Limited have agreed for an independent compliance consultant to monitor and review Morgan’s implementation of recommended compliance measures....

Financial planning • 25 November 2016

Big superannuation funds which want to stop members switching to SMSFs should be utilising exchange traded funds, according to Rice Warner....

Superannuation • 25 November 2016

Superannuation was no longer the efficient investment tool for high net worth individuals and entrepreneurs to build their wealth, according to a tax strategist....

Superannuation • 25 November 2016

The only thing stopping bank-owned fund oligopoly in super are not-for-profit funds, Industry Super Australia believes....

Superannuation • 25 November 2016

Former Yellow Brick Road chief executive, Matt Lawler, has joined OneVue in a new wealth management services role....

Financial planning • 25 November 2016

The Tax Practitioners Board has recognised the FPA’s Certified Financial Planner qualification as an approved course in Australian Tax Law....

Financial planning • 25 November 2016

The Minister for Revenue and Financial Sevices, Kelly O'Dwyer has confirmed people can call themselves as advisers with as little as four days' training and she thinks hi...

Financial planning • 25 November 2016

Henderson’s absolute return Australian equity fund has outperformed the market and received a ‘recommended’ earnings upgrade from Lonsec Research. ...

Funds management • 28 November 2016

L1 Capital has launched a retail version of its wholesale long short fund that produced 41.62 per cent per annum since 2014. ...

Funds management • 28 November 2016

Australian Ethical has received the highest ranking among 50 super funds, according to RIAA’s benchmark report. ...

Funds management • 28 November 2016

Investors should be focusing on growth, insights, value and events when they picked stocks for their portfolios, according to Monash Investors. ...

Funds management • 28 November 2016

Victoria’s minister for small business has endorsed IIG, stating that its fund would strengthen Australia’s economy....

Funds management • 28 November 2016

In the low return world, fund managers needed to move toward waiving management fees and only charging out performance fees, according to Harvest Lane Asset Management. ...

Funds management • 28 November 2016

Heathcote Investment Partners has entered a distribution relationship with Castle Point Funds Management to distribute Castle Point capabilities in New Zealand....

Funds management • 28 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 12 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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