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Only a fifth of Australian workers with no financial plan or professional advice reported feeling financially fit, yet 60 per cent have never used a planner. ...

Financial planning • 29 November 2016

While there has been a 46 per cent uptake on cloud software year-on-year planners are still concerned over security and migration, IT on Cloud believe....

Financial planning • 29 November 2016

Hub24 has announced its acquisition of its technology partner, Agility Applications....

People & Products • 29 November 2016

Robo-advice is on the rise but the latest research from Investment Trends suggests it will be mostly positive for financial advisers....

Financial planning • 29 November 2016

Charging commissions for life/risk advice may be more professional than a fee-for-service model as they were only paid if advisers achieved a claim result for clients, Sy...

Financial planning • 29 November 2016

Watch this video to understand the different ways that investors can generate income as well as some of risks they may be taking on with particular income sources....

Knowledge Centre • 29 November 2016

A management shake-up at AMP has seen three of its senior executive exit as the firm looks for short-term performance delivering longer-term growth....

Financial planning • 29 November 2016

The Insurance Council of Australia has appointed QBE Group COO, Colin Fagen, as its new chairman....

People & Products • 30 November 2016

CFSGAM has recruited a former Origin Energy executive to its unlisted infrastructure asset management team....

People & Products • 30 November 2016

Former Shadforth Tasmania head, James Louw has returned to Morningstar as the director of institutional business development....

People & Products • 30 November 2016

AllianceBernstein (AB) has welcomed the addition of its managed volatility equities fund to Lonsec’s core model portfolios....

People & Products • 30 November 2016

Stockspot has chosen Class Portfolio to deliver investment and a tax reporting solution to its clients, as well as advisers in the Stockspot Partner Program....

People & Products • 30 November 2016

NAB has appointed Stephen Poole as the new general manager of its Meritum Financial Group....

People & Products • 30 November 2016

Investors should be eyeing high yield and emerging market bonds, while they should stay away from Treasury bonds, according to Eaton Vance....

Funds management • 30 November 2016

ASIC’s extension of fee and cost disclosure requirements for super trustees will assist the industry to increase transparency, ASFA believes....

Superannuation • 30 November 2016

An eight-year study has shown that female fund managers have continued to be underrepresented across the globe....

Financial planning • 30 November 2016

The changes to super rules, passed by the Government, would force Australian retirees to rethink their retirement income approach in 2017, according to a study by a fund ...

Policy & Regulation • 30 November 2016

The Australian Stockbrokers Association has renamed itself the Stockbrokers and Financial Advisers Association and sought endorsement as a code monitoring body under the ...

Financial planning • 30 November 2016

The Life Insurance Framework bill has passed through the House of Representatives unopposed, even as a Liberal Party member expressed concerns over possible unintended co...

Financial planning • 30 November 2016

ASIC has permanently banned Christopher John Griggs from providing financial services for his dishonest conduct....

Financial planning • 1 December 2016
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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 22 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 6 days ago
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