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The University of Technology Sydney and PortfolioConstruction Forum have launched Investment Management Research Programme....

Funds management • 30 March 2017

Former Financial Planning Association chief executive, Jo-Anne Bloch is returning to Australia to head up Mercer’s recently-acquired Pillar Administration business....

Superannuation • 30 March 2017

An increasing number of business projects and company expansions have led to an uptick in finance and insurance jobs as companies demand more finance personnel....

Financial planning • 30 March 2017

Five awards have been presented to talent in Australia’s life insurance industry at a gala dinner held in Sydney last night as part of the Financial Services Council Life...

Financial planning • 30 March 2017

The Tax Practitioners Board has put out a reminder to financial planners to apply for transitional registration ahead of the 30 June deadline....

Financial planning • 30 March 2017

The Minister for Revenue and Financial Services, Kelly O’Dwyer has confirmed the Government’s desire to pursue a comprehensive overhaul of the superannuation system....

Superannuation • 30 March 2017

If you ask investors what type of stocks they would like to invest in, chances are they would answer that they want cheap stocks that have sound businesses and potential ...

Knowledge Centre • 30 March 2017

A superannuation roundtable has been told that extracting inbuilt advice from superannuation saved billions of dollars....

Superannuation • 30 March 2017

Latitude Financial Services has priced its inaugural Australia Credit Card master trust transaction....

Funds management • 31 March 2017

Financial advisers would need to address and update their client’s self-managed super fund trust deeds to be compliant under the new super reforms. ...

Financial planning • 31 March 2017

The Federal Government introduced the ASIC industry funding model bill into Parliament on Thursday, which would require entities to fund it rather than taxpayers....

Policy & Regulation • 31 March 2017

Nikko AM’s Australian fixed income team would be integrated with the firm’s London-based global fixed income team....

Funds management • 31 March 2017

ASIC would review issues in the life insurance industry with a culture lens, ASIC told an FSC conference panel....

Life/Risk • 31 March 2017

A Parliamentary Committee has been told it takes an average of only 3.8 days for planners to get permission to recommend a non-APL product to clients....

Financial planning • 31 March 2017

The industry funds have confirmed the use of ‘risk sharing’ rebates and their intention to become more transparent in publicly disclosing who paid what and to whom....

Superannuation • 31 March 2017

An additional layer of assistance to help consumers make a claim would add more confusion and would be seen as a way to discourage consumers from making a claim, a panel ...

Life/Risk • 31 March 2017

AMP has restructured its advice business, including the integration of AMP Financial Planning, AMP Advice, AMP Horizons, and AMP Direct, and has announced leadership chan...

Financial planning • 31 March 2017

The ASIC industry funding model bill failed to differentiate between miscreants and those advisers who did the right thing and provided no discounts for the latter....

Financial planning • 31 March 2017

All three William Blair Australian funds have been awarded ‘superior’ ratings from research house, SQM Research....

Funds management • 3 April 2017

Online share registry business, Registry Direct, would look to raise up to $8 million in an initial public offering....

Funds management • 3 April 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’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

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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...

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