With the passage of the Professional Standards legislation, the major employers have already set about de-risking their planning exposures, Mike Taylor writes....
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...
Former NSW premier, Mike Baird has been appointed as NAB’s chief customer officer, corporate and institutional banking....
Real estate investment management firm, Qualitas has beefed up its direct investment capability with a key hire in James Kaufman....
Capital Group has celebrated another positive rating for its New Perspective Fund from Morningstar, with an analyst rating of 'gold'....
The Australian Institute of Superannuation Trustees has appointed an interim CEO as it continues its search processes....
ANZ has recruited Bain & Co specialist, Kathryn van der Merwe as its new group executive, talent and culture....
InvestSMART has partnered with savings specialist, RaboDirect, to help expand investment research capacity....
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...
Yellow Brick Road has introduced new minimum standards for employing new financial advisers, along with other new wealth initiatives....
Magellan's Hamish Douglass sees politics and negatives but is cautiously optimistic about US exposures under the Trump presidency....
Advances in platforms will help increase SMSF members hold offshore assets instead of ETFs, according to UBS Asset Management....
An independent Deloitte report has cleared CommInsure of systemic issues over its claims handling process but found poor customer experiences....
Federal Treasurer Scott Morrison has cited LIF and higher adviser standards as part of the Government's agenda in preference to a Royal Commission....
Australian Capital Home Loans has called out mortgage brokers on their financial planning habits when dealing with clients....
Maurice Blackburn has attacked CommInsure over its claims handling report, saying the types of claims selected for review were selective....
Spring Financial Group (FG) has acquired specialist superannuation and retirement planner, Financial Choice....
Advisers transitioning away from vertically integrated models should consider a co-operative group instead of self-licensing to avoid inherent risks. ...
ASIC has commenced civil penalty proceedings against Westpac for breaching home-loan responsible lending laws....
XTB and Praemium have announced the launch of a pure fixed income unsecured model portfolio separately managed account....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...