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Digital customer acquisition specialist, Avoka has appointed Matt Lewis as its new chief financial officer. ...

People & Products • 1 February 2017

Henderson Global Investors has grown its Queensland distribution with a key appointment. ...

People & Products • 1 February 2017

IOOF has appointed technology veteran, Sharam Kemat, as its chief information officer....

People & Products • 1 February 2017

Futuro Financial Services has appointed Michael Frawley as its national manager of advice....

People & Products • 1 February 2017

The Institute of Public Accountants has recommended that an ABN withholding tax system be introduced for select industries....

Policy & Regulation • 1 February 2017

Many of those who are self-employed are not taking steps to prepare and plan for their future retirement, Aegon’s study found....

Financial planning • 1 February 2017

Financial services technology provider, GBST has flagged an earnings downgrade on the back of lower services revenue and challenges in the UK....

News • 1 February 2017

More than 300,000 Australian mortgage holders were at considerable risk from the low level of real equity in their home....

Financial planning • 1 February 2017

The head of Morningstar in the US has opposed Donald Trump’s issuing of a travel ban, stating the policy would have implications for the firm, investors, and the business...

Funds management • 1 February 2017

All SMSF professionals should revisit the extended taxpayer alert to review its potential impact on their clients, the SMSF Association believes....

Superannuation • 1 February 2017

Churn may well be occurring in the client’s best interests, according to the Australian Securities and Investments Commission....

News • 1 February 2017

Bennelong Funds Management expanded its distribution into New Zealand with nine funds on offer....

Funds management • 2 February 2017

TAL has added more than 10 new workshops and webinars to its Risk Academy, which now offers a choice of 33 courses....

Financial planning • 2 February 2017

Nikko AM announced the appointment of Peter Lynn as the chief operations officer for Nikko AM Australia....

People & Products • 2 February 2017

China banks have topped the world in total bank brand value thanks to a lack of cynicism, an affinity for brands, and economic patriotism from consumers....

Financial planning • 2 February 2017

Families are paying aged care fees much higher than legally required, according to Trusted Aged Care Services....

Financial planning • 2 February 2017

A breakdown in internal procedures has resulted in licence conditions being imposed on NAB’s superannuation trustee relating to MLC Masterkey products....

Financial planning • 2 February 2017

ISA has used APRA figures to argue against banks’ efforts to change the governance model of non-for-profit funds by pointing to the outperformance of industry funds....

Superannuation • 2 February 2017

ASIC has signalled the possibility that higher education standards for planners may also extend to RG 146....

Financial planning • 2 February 2017

SMSF Association chief executive, Andrea Slattery has stepped down as CEO/managing director, effective from May...

Superannuation • 2 February 2017
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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 2 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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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 9 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