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Uniting Financial Services has selected RBC Investor and Treasury Services as its custodian and administrator....

People & Products • 8 March 2017

Former Towers Watson staffer, Craig Mercer and co-founder, Warwick Johnson have kicked off a new emerging markets fund from Remerga....

People & Products • 8 March 2017

The Australian Securities and Investments Commission has remade two legislative instruments and also repealed one ahead of their expiry in April....

Policy & Regulation • 8 March 2017

Remerga has launched its first Emerging Markets Sustainable Leaders Fund which will use an approach based on a combination of quantitative and ESG factors....

Funds management • 8 March 2017

AIST and WIS have called on the Government to implement structural changes that deliver real improvements to women....

Financial planning • 8 March 2017

Commonwealth Bank chief executive, Ian Narev, has defended the validity and independence of Deloitte’s review of claims-handling within CommInsure....

Financial planning • 8 March 2017

Women were underpaid $1.84 billion in super contributions by their employers in 2013-2014, according to ISA’s study....

Financial planning • 8 March 2017

Three of the four major banks have urged the Parliament to be careful in moving to name and shame those responsible for breaches in the banking and financial services ind...

Financial planning • 8 March 2017

DomaCom has a signed non-binding agreement with specialist asset allocator and SMA model manager, DFS Portfolio Solutions....

Funds management • 8 March 2017

Retail stock investment platform, Simply Wall St has launched into the Canadian and New Zealand markets after a successful 2016....

Funds management • 9 March 2017

National Australia Bank venture capital fund, NAB Ventures has led an investment round for a San Francisco-based fintech....

Funds management • 9 March 2017

Equity release and shared ownership strategies popularity will grow as more consumers reach out to the private sector to allow them to access untapped equity in assets, a...

Financial planning • 9 March 2017

More than 40 per cent of financial planners currently advise their clients on exchange traded funds, according to BetaShares and Investment Trends’ joint study....

Funds management • 9 March 2017

The referral partnership between InFocus Wealth Management and H&R Block has seen its first referrals flow through....

Financial planning • 9 March 2017

Bank-aligned dealer groups continue to favour their own products over exchange traded products despite FOFA reforms, BetaShares said....

Financial planning • 9 March 2017

Three of the four major banks are backing the imposition of an annual public reporting regime of the wealth management industry overseen by ASIC....

Financial planning • 9 March 2017

The Australian Securities and Investments Commission has warned licensees it is cracking down on instances where comprehensive advice is delivered under the guise of ‘gen...

Financial planning • 9 March 2017

Independent financial advisers may not have been exposed to the various elements of risk management and they therefore could inadvertently neglect them to the detriment o...

Tools & guides • 9 March 2017

Plato Investment Management has launched its first listed investment company, Plato Income Maximiser Limited, aimed at SMSFs and pension phase investors....

Funds management • 10 March 2017

Life insurance competition has resulted in innovation in products, underwriting, customer services, and adviser training....

Life/Risk • 10 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. ...

1 day 23 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 4 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