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AIA Australia has consulted with risk advisers to deliver a new “true level” premium, a new feature within its Priority Protection product....

People & Products • 3 May 2017

Equity Trustees has appointed James Connell as its new senior manager, structured finance, to its Sydney office....

People & Products • 3 May 2017

The Association of Financial Advisers has today announced the appointment of Linda Vogel to the role of general counsel, professionalism....

People & Products • 3 May 2017

A formerly-convicted South Melbourne resident had again been convicted yesterday in court for operating a financial services business without a license....

Financial planning • 3 May 2017

Business owners, particularly women, were neglecting to pay themselves superannuation, and risked reaching retirement with a considerably lower balance than salaried empl...

Superannuation • 3 May 2017

APRA-regulated funds should find a new way to access alternative investments which would allow them, at the same time, to bypass hedge funds, Parametric says....

Superannuation • 3 May 2017

The requirements surrounding advice given for CIPRs need to be reviewed to determine whether further guidance is needed to facilitate the provision of CIPRs, according to...

Financial planning • 3 May 2017

Industry Super Australia is claiming vindication after a Senate Committee confirmed significant shortcomings in how the ATO handles the non-payment of the superannuation ...

Superannuation • 3 May 2017

The Federal Government is looking to tighten the arrangements around 'stapled' structures but is not ready to announce anything in the Budget....

Policy & Regulation • 3 May 2017

UniSuper members were demanding more face-to-face advice despite the rise of robo-advice, with initial appointments growing by over 20 per cent....

Financial planning • 3 May 2017

The Financial Services Council has declared its members do not believe they should be made to pay for the financial planning mistakes of other businesses....

Financial planning • 3 May 2017

BetaShares has opened a new office in Melbourne, and has appointed Damon Riscalla as national manager, adviser services....

Funds management • 4 May 2017

A debt solutions firm has been given an infringement notice and two others have been investigated by the Australian Securities and Investments Commission for misleading a...

Financial planning • 4 May 2017

Lonsec Research has strengthened its focus on the environmental, social and governance and socially responsible investing sectors....

Funds management • 4 May 2017

A robust and independent whistleblowing process needs to replace the current act to help employees feel comfortable about fearlessly reporting misconduct, the Governance ...

Policy & Regulation • 4 May 2017

ETF Securities Group has announced it will take the full ownership of the ANZ ETFs joint venture....

Funds management • 4 May 2017

National Australia Bank appears to be consolidating its profit position behind recent strategic changes but its wealth business continues to face challenges....

Funds management • 4 May 2017

Superannuation funds need to provide new members with an easily understood but detailed explanation of what, precisely, insurance within super is delivering, according to...

Superannuation • 4 May 2017

The Financial Planning Association’s bid to become a code-monitoring body has taken another step with the appointment of two senior lawyers to oversee its Conduct Review ...

Financial planning • 4 May 2017

Request a copy of BetaShares’ practical investment guide for advisers, and learn about 4 strategies using exchange traded investment funds to help prepare you for the upc...

Knowledge Centre • 4 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’...

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