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With the passage of the Professional Standards legislation, the major employers have already set about de-risking their planning exposures, Mike Taylor writes....

Editorial • 28 February 2017

The days of the major banks competing for major wealth management assets are gone due to a combination of indifferent financial results and regulatory and reputational ri...

Editorial • 28 February 2017

Former NSW premier, Mike Baird has been appointed as NAB’s chief customer officer, corporate and institutional banking....

People & Products • 1 March 2017

Real estate investment management firm, Qualitas has beefed up its direct investment capability with a key hire in James Kaufman....

People & Products • 1 March 2017

Capital Group has celebrated another positive rating for its New Perspective Fund from Morningstar, with an analyst rating of 'gold'....

People & Products • 1 March 2017

The Australian Institute of Superannuation Trustees has appointed an interim CEO as it continues its search processes....

People & Products • 1 March 2017

ANZ has recruited Bain & Co specialist, Kathryn van der Merwe as its new group executive, talent and culture....

People & Products • 1 March 2017

InvestSMART has partnered with savings specialist, RaboDirect, to help expand investment research capacity....

Financial planning • 1 March 2017

Global asset manager, Eaton Vance has put out a warning to investors who have allocated to high-yield bonds during their solid run and said the luck would not last foreve...

Funds management • 1 March 2017

Yellow Brick Road has introduced new minimum standards for employing new financial advisers, along with other new wealth initiatives....

Financial planning • 1 March 2017

Magellan's Hamish Douglass sees politics and negatives but is cautiously optimistic about US exposures under the Trump presidency....

Funds management • 1 March 2017

Advances in platforms will help increase SMSF members hold offshore assets instead of ETFs, according to UBS Asset Management....

Superannuation • 1 March 2017

An independent Deloitte report has cleared CommInsure of systemic issues over its claims handling process but found poor customer experiences....

Policy & Regulation • 1 March 2017

Federal Treasurer Scott Morrison has cited LIF and higher adviser standards as part of the Government's agenda in preference to a Royal Commission....

Policy & Regulation • 1 March 2017

Australian Capital Home Loans has called out mortgage brokers on their financial planning habits when dealing with clients....

Financial planning • 1 March 2017

Maurice Blackburn has attacked CommInsure over its claims handling report, saying the types of claims selected for review were selective....

Life/Risk • 1 March 2017

Spring Financial Group (FG) has acquired specialist superannuation and retirement planner, Financial Choice....

Financial planning • 1 March 2017

Advisers transitioning away from vertically integrated models should consider a co-operative group instead of self-licensing to avoid inherent risks. ...

Financial planning • 1 March 2017

ASIC has commenced civil penalty proceedings against Westpac for breaching home-loan responsible lending laws....

Financial planning • 1 March 2017

XTB and Praemium have announced the launch of a pure fixed income unsecured model portfolio separately managed account....

Funds management • 2 March 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 1 hour 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