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Wealth management firms continue to fall behind in facilitating the opening of accounts digitally but Australia was ahead of its global counterparts....

Financial planning • 22 March 2017

RaboDirect has released research which showed financial confidence was a key contributor to all-round happiness in Australia....

Financial planning • 22 March 2017

Minister for Revenue and Financial Services, Kelly O’Dwyer has released the draft super income stream regulations for public consultation to implement tax reforms....

Superannuation • 22 March 2017

Henderson Group has reported a 13 per cent drop in revenue for the year ended December, 2016....

Funds management • 22 March 2017

Retirement guarantees do not always provide a benefit and could return less over the retiree’s lifetime than a product with no guarantees, according to Milliman’s study....

Superannuation • 22 March 2017

Centrepoint Alliance said clients valued the personal relationship with their adviser as well as just the technical advice....

Financial planning • 22 March 2017

The provision of financial advice within super represents a key part of its adaption to changing times, according to senior super executive, Michael Dwyer....

Financial planning • 22 March 2017

The FSC has labelled the compensation scheme of last resort a poor public policy with high risk, and asked for caution and more consultation before proceeding....

Policy & Regulation • 22 March 2017

The Association of Financial Advisers says the FOFA ban on conflicted remuneration needs to be extended to other financial services operatives including property spruiker...

Financial planning • 22 March 2017

ASFA has called for the Federal Government to fund the ATO an additional $10 million a year over four years to detect employers failing to pay SG....

Superannuation • 22 March 2017

ASIC has cancelled the AFSL of liquidated firm, Aquaint Capital, the responsible entity for Aquaint Income Fund....

Financial planning • 22 March 2017

ASIC has permanently banned a former Anne Street Partners Queensland financial planner from providing financial services for dishonest conduct....

Financial planning • 22 March 2017

Industry funds need to make sure they are not tainted by the scandals which have surrounded the banks, according to Australian Institute of Trustees acting chief executiv...

Superannuation • 22 March 2017

ASIC has provided updated guidance on FOFA, best interest duty, and record keeping obligations for licensees and authorised representatives in its RG175....

Financial planning • 22 March 2017

Washington H. Soul Pattinson, which invested in Hunter Hall Global Value and Hunter International in the past six months, has reported a net profit after tax of $149 mill...

Funds management • 23 March 2017

The Australian Securities Exchange has announced the takeover offer to acquire all ordinary shares in Hunter Hall international Limited is complete. ...

Funds management • 23 March 2017

AMP has announced enhancements to its MyNorth wrap platform for advisers and clients as it turned one year old....

Financial planning • 23 March 2017

Praemium has signalled its intention to appoint Robert De Luca as the company’s permanent CEO after the general shareholders meeting scheduled for May....

Financial planning • 23 March 2017

AMP Capital has announced a number of key appointments across its leadership team in Australia, Asia and Europe....

Funds management • 23 March 2017

New economic analysis has warned that declining levels of home ownership risk putting more pressure on the Age Pension....

Financial planning • 23 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

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

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 day 19 hours 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 4 days ago