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Advisers were hesitating to use social media to engage with clients for fear of reputational risk, while also citing lack of education as an issue....

Financial planning • 8 February 2017

CBA has completed assessing the remaining cases in its advice review program, with the compensation amount totalling $23 million to date....

Financial planning • 8 February 2017

The Grattan Institute has accused the major superannuation industry groups of pursuing vested interests in seeking a more aspirational objective for superannuation....

Superannuation • 8 February 2017

Adrian Warner's Avenire Capital has become the latest boutique to join Challenger's Fidante Partners stable. ...

People & Products • 8 February 2017

The Financial Services Council has countered ASIC calls for more legislative power by arguing that self-regulation via the code of conduct is a better option....

Policy & Regulation • 8 February 2017

YTML has announced three new appointments to its senior team to keep up with customer demand for services....

News • 9 February 2017

SMSF audit specialist, Evolv has today announced the launch of a new super audit resourcing solution....

Superannuation • 9 February 2017

Class Limited’s retiring chairman, Barry Lambert will be replaced by CSR Limited non-executive director, Matthew Quinn....

News • 9 February 2017

Fund managers need to prepare for ‘new normal’ and reposition their clients’ portfolio, according to Henderson....

Funds management • 9 February 2017

OneVue’s Platform Services offering has broken new ground with a “profit-for-member” client coming aboard....

Financial planning • 9 February 2017

In welcoming the passage of the professional standards bill for advisers, the AFA chief executive said it would aid in improving consumer perception of financial advisers...

Financial planning • 9 February 2017

AMP Limited has confirmed a deliberate run-down of adviser numbers at the same time as announcing a full-year net loss of $344 million driven by problems in its insurance...

Financial planning • 9 February 2017

Financal planners have been accused of sewing the seeds of doubt about the long-term future of the Age Pension....

Financial planning • 9 February 2017

Netwealth has entered a partnership agreement with Australian Unity to launch a private label version of its managed accounts service....

News • 9 February 2017

DomaCom has signed an exclusive distribution agreement with US crowdfunder, Prodigy network....

Funds management • 10 February 2017

BT Investment Management (BTIM) has expanded its diversified strategies team with the appointment of Alan Polley as its new portfolio manager....

People & Products • 10 February 2017

An increasing number of claims dented AMP’s wealth protection business and masked the performance of other departments, CEO Craig Meller said....

Financial planning • 10 February 2017

Contango Asset Management Limited plans to launch an ASX-listed investment company aimed at investing in global listed securities. ...

Funds management • 10 February 2017

Having watched with dismay the efforts of Centrelink to pursue supposed tax debts, Outsider was not at all surprised when a reader sent him an ATO dealing with the gigant...

Outsider • 10 February 2017

IOOF has internally appointed Dan Farmer as its new CIO, following the retirement announcement of Steve Merlicek....

Funds management • 10 February 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 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