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BNY Mellon has appointed Rohan Singh as the firm’s new Asia Pacific head of asset servicing....

Funds management • 15 June 2017

The Australian Securities and Investments Commission has taken the unusual step of seeking the re-registration of a company as it continues to comb through the rubble of ...

Policy & Regulation • 15 June 2017

There was a large disparity between what Australians expected to need to retire with versus what they actually had, according to a report....

Superannuation • 15 June 2017

The sudden death of John O’Connell last week has seen his creation, Owners Advisory integrated into Macquarie’s wealth platform....

Financial planning • 15 June 2017

Financial planners and accountants were hamstrung by the fact that software solutions for the two areas worked in silos and could only be integrated manually by advisers....

Financial planning • 15 June 2017

The Breast Cancer Network has pointed to significant shortcomings in superannuation group insurance arrangements adversely impacting women with breast cancer....

Financial planning • 15 June 2017

The new industry funding model for the Australian Securities and Investments Commissions has passed through the Senate....

Financial planning • 15 June 2017

The CBA has thus far paid over $29 million in compensation for its customers who received poor advice from CFP or Financial Wisdom between 2003 and 2012....

Financial planning • 15 June 2017

Boutique fund manager, Lennox Capital has strengthened its team with the appointment of Olivia Bible as its new analyst....

Funds management • 16 June 2017

VanEck Australia has been awarded a Renminbi Qualified Foreign Institutional Investor license by the CSRC....

Funds management • 16 June 2017

The SMSF Association has supported recommendations to change super laws to ensure that trustees consider planning for the loss of capacity of an SMSF member....

Superannuation • 16 June 2017

Peak super body, the AIST is disappointed ASIC’s funding model may mean funds would now have to pay for items that was previously not leviable, while ASIC has called it a...

Policy & Regulation • 16 June 2017

Just one House of Representatives debate and the mood of three Government back-benchers stand between the banks and a Parliamentary Commission of Inquiry....

Financial planning • 16 June 2017

The Federal Government is honing in on identifying millions of dollars in funding links between industry funds, unions and the Australian Labor Party....

Superannuation • 16 June 2017

Equity Trustees has been appointed as the responsible entity for Sanlam Private Wealth Australia....

Funds management • 16 June 2017

ASIC has permanently banned a former authorised representative from ANZ's RI Advice Group as part of its Wealth Management Project....

Financial planning • 16 June 2017

WAM Microcap Limited has closed its initial public offering with investor demand exceeding $154 million....

Funds management • 19 June 2017

Platinum Asset Management’s non-executive director, Bruce Coleman, has resigned from the company....

Funds management • 19 June 2017

New Netwealth research confirms the dominance of established research houses in the funds management space despite the evolution of financial services technology....

Funds management • 19 June 2017

Newly established Lennox Capital Partners says avoiding disasters is equally important as capturing great returns when it comes to investing in small caps....

Funds management • 19 June 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...

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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. ...

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 5 days ago