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APN Funds Management’s directors recommend Generation REIT’s unit-holders to accept a takeover offer by NWH Australia AssetCo Pty Ltd as trustee for NorthWest Australia....

Funds management • 22 May 2017

ASIC will be appointing an independent consultant to oversee elements of the FX enforceable undertaking acceptance by Macquarie Bank....

Funds management • 22 May 2017

AXA Investment Management is pushing the view that investors can learn from the insurance sector’s approach to target return strategies....

Funds management • 22 May 2017

SMSF trustees have five weeks until they need to be compliant across all new superannuation changes, the SMSF Association warns....

Superannuation • 22 May 2017

Cromwell has thrown down the gauntlet over the future of the Investa Office Fund....

Funds management • 22 May 2017

Australian retirees are now the most active users of online resources for launching new business ventures....

Financial planning • 22 May 2017

The First Home Super Savers Scheme will prompt engagement and increase salary sacrifice contributions, the FSC believes....

Superannuation • 22 May 2017

ASIC has accepted an enforceable undertaking from Macquarie Bank after the bank was found to have inadequate systems and controls to address inappropriate conduct in its ...

Financial planning • 22 May 2017

Heitman has appointed Legg Mason’s Beau Titchkosky as its new managing director, client service and marketing for Australia and New Zealand....

Funds management • 22 May 2017

Digital advice provider, Ignition Wealth has partnered with BT Panorama to provide its digital advice solution to advisers and accountants on the platform....

Financial planning • 22 May 2017

The major banks are facing a compensation bill well over $200 million as the Australian Securities and Investments Commission delves deeper into the “fees for no service”...

Financial planning • 22 May 2017

Superannuation funds will need to better ‘know’ their members in the new CIPRs environment but can they ever know them as well as financial advisers know their clients?...

Superannuation • 22 May 2017

Legg Mason fixed income specialist affiliate Western Asset has today announced the appointment of Jonathon Baird as investment specialist and client executive....

Funds management • 23 May 2017

CFS has added new managed account capabilities to its FirstWrap platform, and said it would launch solutions on FirstChoice later this year....

Financial planning • 23 May 2017

InvestmentLink’s cloud platform has integrated data to help advisers deliver goal-oriented outcomes for clients....

Financial planning • 23 May 2017

The major banks have made clear to shareholders that the Government’s bank levy will erode their dividends....

Policy & Regulation • 23 May 2017

Fee structures lack innovation and encourage index-like returns, according to a specialist emerging markets asset manager, Remerga....

Funds management • 23 May 2017

The Government has been warned against allowing the new licensee self-reporting regime to result in people being named and shamed without adequate proof....

Policy & Regulation • 23 May 2017

Legg Mason fixed income specialist affiliate Western Asset has today announced the appointment of Jonathon Baird as investment specialist and client executive....

People & Products • 24 May 2017

AZ Sestante’s Australian Small Companies Fund has received a ‘recommended’ rating from Lonsec....

People & Products • 24 May 2017
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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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