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Fortnum Private Wealth has nabbed former BTFG national manager, practice advice, Kerry Thomas to the new role of head of advice....

Financial planning • 24 April 2017

The Australian Securities and Investments Commission had fallen short in its review of claims-handling by not sufficiently consulting advisers and clients, according to I...

Life/Risk • 24 April 2017

Finding it challenging to squeeze the most out of fixed income against a backdrop of historically low rates. An unconstrained fixed income strategy can make a portfolio l...

Knowledge Centre • 24 April 2017

BT Investment Management has appointed Joanne Hawkins as its new company secretary....

People & Products • 26 April 2017

Thorn Group has announced the departure of its managing director and chief executive, James Marshall....

People & Products • 26 April 2017

Former chief technology officer, William Ferreira has returned to Man as head of machine learning....

People & Products • 26 April 2017

legalsuper has added Challenger's lifetime and fixed term annuities to its retirement products menu....

People & Products • 26 April 2017

Publicly-listed investment firm, Henry Morgan has appointed a chief executive to its soon-to-be-listed JB Financial Group....

People & Products • 26 April 2017

Infocus has today announced a restructure of its senior leadership team with three new appointments....

People & Products • 26 April 2017

Legal document provider Topdocs has this week released a new self-managed super fund deed update software....

Superannuation • 26 April 2017

Active bond mutual funds have largely outperformed their median passive peers, PIMCO’s study proved....

Funds management • 26 April 2017

Successful advice businesses are built on genuine concern for people, Mentor Education believes....

Financial planning • 26 April 2017

Everyone deserves a CFP, according to a new advertising campaign launched by the Financial Planning Association aimed at reaching over 10 million people....

Financial planning • 26 April 2017

Advice businesses principals need to think about succession plans immediately as it could take two to three years to implement. ...

Financial planning • 26 April 2017

More and more advice practices are turning to managed accounts to help them increase back office efficiencies, providing more time to focus on servicing clients and growi...

Knowledge Centre • 26 April 2017

Financial planners have been urged to dump simplistic advice models and some clients if they want to drive sustainable growth....

Financial planning • 26 April 2017

The Institute of Public Accountants has called on the federal government to extend the write-off initiative for 2017-2018....

Accounting • 27 April 2017

CFS has formalised its ESG commitment in its investments through becoming a signatory to the UN-endorsed Principles for Responsible Investment. ...

Funds management • 27 April 2017

VanEck has announced plans to launch shortly a new Australian fixed income ETF on the ASX, called the VanEck Vectors Australian Corporate Bond Plus ETF....

Funds management • 27 April 2017

Climate change was increasingly being viewed as a key financial risk, and trustees and directors of super funds will eventually have a fiduciary duty to avoid this risk....

Funds management • 27 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