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The FPA has used its pre-budget submission to once again push for initial financial plans and ongoing management fees to be made tax deductible....

Financial planning • 28 March 2017

The Australian Bankers' Association has urged the imposition of more onerous requirements on financial planning licensees, including capital adequacy....

Policy & Regulation • 28 March 2017

A new analysis has suggested life/risk advisers are facing an almost immediate 33 per cent reduction in cashflow when the new Life Insurance Framework is activated on 1 J...

Life/Risk • 28 March 2017

We are now more confident in our baseline view that the global economic expansion will be strengthening and broadening over our cyclical horizon....

Knowledge Centre • 28 March 2017

Asset diversification has done much to temper a volatile equities market. Yet it has also exposed investors to the vagaries of the foreign exchange....

Knowledge Centre • 28 March 2017

Former CFSGAM executive, Mark Rogers has joined the board of sustainability consultancy, Edge Environment....

People & Products • 29 March 2017

Willis Towers Watson is looking at new opportunities following the completion of its acquisition of the Russell Investments Australian actuarial business....

People & Products • 29 March 2017

Nikko Asset Management has created a new role that would focus on product innovation – head of product and strategy....

People & Products • 29 March 2017

Quintis managing director, Frank Wilson has resigned in what appears to be a precursor to a bid for the publicly-listed agribusiness operator....

People & Products • 29 March 2017

Legg Mason and Lazard have returned as overall finalists in this year's Money Management/Lonsec Fund Manager of the Year awards, now in its 30th year....

Funds management • 29 March 2017

Leslie Mao has been appointed as Willis Towers Watson’s new head of Australian equities research in Sydney....

People & Products • 29 March 2017

JP Morgan has topped the global list of ideal employers for finance professionals in the eFinancialCareers Ideal Employer rankings for 2017....

Financial planning • 29 March 2017

The rising interest rates on property loans mean Australians need to make sure they are getting the best rate, Barry Lambert believes....

Financial planning • 29 March 2017

Aon and Adviser Ratings have entered a partnership to launch a cyber-insurance policy for advisers to allow them to take out cyber liability insurance....

Life/Risk • 29 March 2017

The ABA has supported the vast majority of recommendations and welcomed the final report of the Code of Banking Practice....

Financial planning • 29 March 2017

Members of Suncorp’s Brighter Super product have been told of a temporary data breach, making their personal details available to other members....

Superannuation • 29 March 2017

The Productivity Commission has pointed to entrenched rent-seeking in the default super sector and recommended radical change, including a once-only allocation to default...

Superannuation • 29 March 2017

The Australian Securities and Investments Commission has looked to deepen its consultative relationship with financial advisers....

Financial planning • 29 March 2017

Consumer group Choice wants all grandfathered commission arrangements to end and for advisers to be required to declare their status – independent or aligned....

Policy & Regulation • 29 March 2017

Perennial Value has launched a new investment trust to meet demand for microcap strategy by offering a portfolio in sub $500 million companies....

Funds management • 30 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 1 day 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

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

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 6 days ago