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Home is where the heart is for many older Australians. Stephen Hardy weighs up their desire to keep the family home with the challenge of funding decades in retirement....

Features • 24 March 2017

Catherine Chivers discusses top five advice topics that are likely to be running themes in adviser-client conversations as the financial year draws to a close....

Features • 24 March 2017

Advisers might be keeping pace with technology, but are they on top of the regulation that goes with it? Hope William-Smith finds out....

Features • 24 March 2017

As it becomes increasingly necessary for planners to provide goals-based strategic advice, Malavika Santhebennur asks if big data can help them customise advice....

Features • 24 March 2017

The Australian Securities and Investments Commission review of Mortgage Broker Remuneration is reminiscent of the findings which gave rise to the Future of Financial Advi...

Editorial • 24 March 2017

The recent Australian Securities and Investments Commission report on how large financial institutions oversee their advisers has served as a sobering reminder of the cha...

Editorial • 24 March 2017

The corporate watchdog has cancelled the AFSLs of Capstone Capital and Rebate Financial Services....

Financial planning • 24 March 2017

Insight Investment has received a ‘recommended’ rating from Lonsec for its Insight Diversified Inflation Plus fund....

Funds management • 27 March 2017

Legg Mason has appointed a new national key account manager, Matt Stovold, to head its new Sydney office....

Funds management • 27 March 2017

The merged entity Janus Henderson Investors is on track to emerge in late May, with Japan’s Dai-ichi looking to build its shareholding to at least 15 per cent....

Funds management • 27 March 2017

Global multi-asset manager, PineBridge Investments, is aiming to build up its adviser channel and increase brand awareness in Australia....

Funds management • 27 March 2017

Australia’s younger investors showed high interest in international stocks and high growth sectors such as video gaming....

Funds management • 27 March 2017

Improving an organisation’s culture of appropriate selling practices should be high on super funds’ agenda, according to a survey....

Superannuation • 27 March 2017

Australian institutional investors are expected to increase their allocation to exchange traded funds in the near future, according to VanEck’s study....

Funds management • 27 March 2017

With half of SMSF trustees exposed to portfolio risk due to lack of diversification, advisers have an opportunity to solidify their role as ‘validator’, according to a re...

Financial planning • 27 March 2017

The Australian Prudential Regulation Authority has sent a clear message to industry funds that it will not be backing down on superannuation fund governance and better b...

Superannuation • 27 March 2017

Capstone Financial Planning has advised that it is not related to Capstone Capital after the corporate regulator cancelled Capstone Capital’s AFSL....

Financial planning • 28 March 2017

ASIC has released guidance on risk management systems of responsible entities aimed at reduction of the potential losses for investors....

Funds management • 28 March 2017

Retail funds will increasingly focus on the younger cohort of members as their balances rise and the older cohort begin drawing down their wealth and head towards retirem...

Superannuation • 28 March 2017

One in every four Australians was concerned on a daily basis about finances, wage growth, cost of living, and property prices....

Financial planning • 28 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