The Institute of Managed Accounts Professionals will conduct a census of institutions and AFSLs to gauge the FUM invested through managed accounts for 2016. ...

New South Wales has outperformed the rest of the country, as east coast states and territories remained ahead of the pack....

Treasurer Scott Morrison was set to meet with counterparts in the UK and Germany to promote Australian fintech and developments in digitisation....

Ignoring risk by taking a long-term perspective may fail super funds when it comes to proper assessment of their members’ decisions, according to Milliman. ...

Mercer’s acquisition of Pillar Administration has seen the departure of its CEO, Peter Brook....

With inflows to robo-advisers slowing down, robo-advice providers should look to the ageing IFA cohort to acquire high-net worth clients and buy their books....

Insurance advisers would like banking staff to be trained more on their products and more technology to be implemented for efficiency, according to Adviser Ratings....

The banking industry is looking to extend its financial planner reference checking protocols to other bank employees but is struggling with the concept of a bank employee...

The Administrative Appeals Tribunal (AAT) has upheld an appeal by former financial adviser, Tony Davidof, against ASIC’s decision....

The best course of action for Hunter Hall clients is a full redemption from or sale of all Hunter investment vehicles, Australian Unity believes....

A concept of adequacy in the super objective will encourage people to save during their working life to fund a self-sufficient retirement, the SMSF Association believes. ...

The Senate Economics Committee has been told billions of dollars is being lost to super fund members by miscreant employers ready to hide behind the shield of privacy....

Advisers and super funds must strive to change members’ thinking about their super as a balance in an account to an income stream that would provide for their retirement....

Pinnacle Investment Management has upped the ante for control of Hunter Hall with a $1.50 per share cash bid....

FIIG Securities is searching for a new CEO with Mark Paton having stepped down and has appointed an acting managing director effective immediately. ...

The board of Hunter Hall has rebuffed Geoff Wilson’s call for an equal access buy-back citing shareholder equity issues....

Marketplace lending firm, SocietyOne has recruited former FIIG Securities head of markets, John Cummins as its new CIO....

Challenger Limited has appointed Victor Rodrigues as head of fixed income, effective 18 April....

Zurich has backed its acquisition of Macquarie Life’s risk business by appointing Peter Mitchell as national sales manager, retail risk....

PIMCO has appointed Kimberley Stafford as the new head of Asia-Pacific succeeding Eric Mogelof....