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Past events • 20 December 2016

Assets once deemed as “safest” may not be the safest in the future as flexibility will be key for the bond market, according to Eaton Vance....

Funds management • 9 January 2017

PIMCO has appointed Jeffrey Thompson to the position of executive vice president and portfolio manager....

Funds management • 9 January 2017

Global growth in 2017 is expected to stay on positive trajectory and surpass last year’s growth, according to VanEck....

Funds management • 9 January 2017

ASIC has granted a broader range of managed investment products to be available to retail clients through the mFund Settlement Service....

Funds management • 9 January 2017

Hunter Hall remains under scrutiny by ratings houses in the wake of Peter Hall announcing his resignation as CIO....

Funds management • 9 January 2017

Dissatisfied home loan customers and a slide in branch banking dragged satisfaction levels down with the major banks in the lead up to the holiday period....

Life/Risk • 9 January 2017

Online trading platform, nabtrade, has announced a partnership with Heffron SMSF Solutions for the development of a new administration service....

Superannuation • 9 January 2017

There is a growing interest in how defined benefits will be treated and how it will interact with the $1.6 million cap, according to BT Financial Group....

Financial planning • 9 January 2017

ASIC commenced civil penalty proceedings against Westpac entities, WSAL and BTFM, for their sales campaigns targeting superannuation fund members. ...

Financial planning • 9 January 2017

Complete Financial Balance has joined the Arthur J. Gallagher group as it looks to enhance their advice and benefit proposition to SMEs....

Financial planning • 9 January 2017

Australians were failing to reach their financial goals due to self-doubt, while there was a link between a lack of financial confidence and financial plan to save and in...

Financial planning • 9 January 2017

New data has pointed to the Government’s tinkering around superannuation tax concessions resulting in allocation changes....

Policy & Regulation • 9 January 2017

New research suggests retirement consultancy may be the new growth area as superannuation funds face the shift from accumulation to drawdown....

Superannuation • 9 January 2017

Hunter Hall announces interim CEO and CIO following impending departure of Peter Hall....

Funds management • 9 January 2017

Asset manager, Legg Mason has today announced the launch of a new global bond fund for Australian investors....

Funds management • 10 January 2017

Managed futures net returns were disappointing in 2016, according to Zenith Investment Partners’ sector review....

Funds management • 10 January 2017

The IPA has criticised the inconsistency of the tax regime, after salary package bus travel slipped through the fringe benefits tax net....

Policy & Regulation • 10 January 2017

Financial planners and paraplanners who can add extra value to their role will be in high demand in 2017, according to Hays....

Financial planning • 10 January 2017

SMSFs would be most affected by the 2016 Federal Budget changes to superannuation, while the $1.6 million limit would increase flows into retail and industry funds....

Superannuation • 10 January 2017
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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 2 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 13 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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