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Private equity player Envest has helped in the formation of a new national insurance broking group, Aviso Group Pty Ltd....

People & Products • 5 April 2017

Henderson has appointed Ian Tabberer as its new investment director on the emerging market equities team....

People & Products • 5 April 2017

Former Xero managing director, Chris Ridd has been appointed as the new chief executive of myprosperity....

People & Products • 5 April 2017

Fiducian Group has continued to implement its strategy with the acquisition of another financial planning practice....

People & Products • 5 April 2017

Plato’s first listed investment company, Plato Income Maximiser Limited’s IPO exceeded $220 million....

Funds management • 5 April 2017

Younger investors are more likely to put stock market returns at risk as they tend to trade more frequently, according to a RMIT University and the University of Cape Tow...

Funds management • 5 April 2017

Employers in the accounting sector would wait until they deemed a candidate a cultural fit before employing them....

Accounting • 5 April 2017

The view of education from advice firms has shifted from being a compliance tick to a value proposition, according to knowIT and the Monarch Institute....

Financial planning • 5 April 2017

ASIC’s licence exemption for fintechs to test products without a licence would not make a ‘material difference’ to everybody across the industry....

Policy & Regulation • 5 April 2017

SMSF trustees who make bad decisions should be responsible for their choices and be denied access to an industry-funded compensation fund, according to the SMSF Owner’s A...

Superannuation • 5 April 2017

None of the Government’s recently-introduced legislative reforms, including those around the Life Insurance Framework, have adequately addressed the problems created by v...

Policy & Regulation • 5 April 2017

Praemium’s board has said the proposal to remove the existing directors is ‘without merit’....

Financial planning • 5 April 2017

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...

Tools & guides • 5 April 2017

Centuria has launched an unlisted property fund which is expected to benefit from projected improvement in the Brisbane market office....

Funds management • 6 April 2017

Australian investors would need to look further afield and diversify into international equities to avoid a dividend spiral....

Funds management • 6 April 2017

The Financial Planning Association of Australia and the Financial Executive Women have today announced a partnership to advance the progression of female planners....

Financial planning • 6 April 2017

Trusted advisers may help connect their clients to philanthropy, according to DSS study....

Financial planning • 6 April 2017

AFSLs have been warned against drafting unfair contract terms as they risk it becoming void if a court rules it unfair, The Fold Legal said....

Financial planning • 6 April 2017

The national standards and codes of ethics setter for accounting bodies is asking for feedback on consultation for the standard that covers accountants providing financia...

Accounting • 6 April 2017

Australians have lost trust in the banks’ ability to balance the interests of customers and shareholders, according to the ABA....

Financial planning • 6 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’...

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