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Centrepoint Alliance has launched a charitable foundation, which will build on the fundraising activities it has carried out thus far, starting with beyondblue....

Financial planning • 1 May 2017

There has been an erosion of standards from major lenders on their commercial property advice thanks to competitive pressures, according to APRA....

Life/Risk • 1 May 2017

The Australian Securities and Investments Commission is pointing to a final figure of $200 million being returned to consumers from its ‘fee for no service’ remediation p...

Financial planning • 1 May 2017

Fast growing specialist financier, NWC Finance, is experiencing record demand from accountants, whose clients are suffering from cash-flow problems and struggling to refi...

Knowledge Centre • 1 May 2017

The Australian Securities and Investments Commission has acknowledged that product manufacturers sometimes try to shift blame to financial advisers for product failures....

Financial planning • 1 May 2017

PIPA has urged the government to focus on housing affordability policy and to implement sensible housing measures....

Life/Risk • 2 May 2017

MainstreamBPO’s co-founder and current CEO of its fund administration, Martin Smith has been appointed as the new CEO of MainstreamBPO Limited....

Funds management • 2 May 2017

The Government needs to prioritise addressing the issue of unpaid superannuation in the Budget as it is costing it $100 million a year, according to ISA....

Superannuation • 2 May 2017

Pre-retiree working Australians aged 50 and over were the ‘sandwich generation’ who had to provide financial assistance to both their ageing parents and their children....

Financial planning • 2 May 2017

Stability for the super system should extend beyond tax settings to ensure it is not used to fund first home deposits, the SMSF Association believes....

Superannuation • 2 May 2017

ANZ has seen a 23 per cent increase in first-half cash profit but its divisional results explain its move to exit retail wealth....

Funds management • 2 May 2017

The Financial Services Council is willing to have the book thrown at its members if they are ever found to have offered inducements to business clients to move to bank-o...

Superannuation • 2 May 2017

The Financial Services Council has confirmed it is no longer seeking changes to the FOFA regime and that includes opt-in, product disclosure statement and best interests....

Policy & Regulation • 2 May 2017

Hunter Hall’s directors are unanimously recommending its shareholders vote in favour of the proposed merger with Pengana at the general meeting....

Funds management • 2 May 2017

Contango Microcap’s new board has decided to reduce directors’ fees with immediate effect....

Funds management • 2 May 2017

Schroders’ Greg Cooper reminisced about the period the firm took home the top award four years in a row at Money Management’s Fund Manager of the Year awards. ...

Awards • 2 May 2017

Legg Mason has received a third successive ‘highly recommended’ rating for its Legg Mason Western Asset Australian Bond Trust....

People & Products • 3 May 2017

Fiducian has acquired the client-base of a retiring Melbourne planner as it continues to grow planning scale....

People & Products • 3 May 2017

Moelis Australia has acquired a Sydney-based specialist real estate fund manager, Armada Funds Management and the associated group companies....

People & Products • 3 May 2017

Australian Ethical has opened its 2017 grants program targeting charities and social businesses that delivered benefits for people, the planet, and animals....

People & Products • 3 May 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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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. ...

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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. ...

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...

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