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Countplus has appointed former Deloitte Board of Partners member, Catherine Hill, to its board effective today....

Financial planning • 26 June 2017

After 19 years at REST, Damian Hill will move on at the end of January next year....

Superannuation • 26 June 2017

As Smart Beta ETFs gain in popularity there are plenty of products to choose from. Follow our five step due diligence process for a simple way to identify the right Smart...

Knowledge Centre • 26 June 2017

Lower interest rates have helped to reduce mortgage stress, according to a survey conducted by Roy Morgan Research....

Life/Risk • 26 June 2017

ESG can lead to more complete analyses and better-informed investment decisions, according to CFSGAM....

Funds management • 26 June 2017

The discussion around CIPRs or the MyRetirement framework should focus on a ‘solution’ rather than ‘product’, while low-cost digital advice solutions should be a key com...

Financial planning • 26 June 2017

The Federal Court has set aside an Administrative Appeals Tribunal decision not to ban a financial planner who impersonated a client because it did not lead to financial ...

Financial planning • 26 June 2017

The Minister for Revenue and Financial Services has cited the Commonwealth Bank’s treatment of financial planning whistleblower, Jeff Morrison, in beefing up legislative ...

Financial planning • 26 June 2017

Link Group in major UK acquisition which will see it take control of Capita Asset Management in a transaction valued at nearly $1.5 billion....

Funds management • 26 June 2017

New fund, Trilogy Enhanced Fund aims to provide above cash returns for retirees and those approaching retirement....

Funds management • 26 June 2017

QIC Limited has utilised Eagle’s ACCESS data management solution to help underpin its performance reporting....

Funds management • 26 June 2017

The current environment across the metals and mining environment offers stock-specific opportunities, according to T.Rowe Price....

Funds management • 26 June 2017

XTB has expanded adviser access to its pure fixed income SMA model portfolio on to Macquarie Wrap....

Funds management • 27 June 2017

There will be little or no opportunity for redeployment of the 150 back office jobs within CBA that are to be cut, according to the FSU....

Financial planning • 27 June 2017

Results from a finder.com.au survey have found over 50 per cent of Australians consider adequate accumulation for a comfortable retirement the most crucial financial mile...

Financial planning • 27 June 2017

Major banks are gaining a competitive advantage over smaller banks by receiving a 20 to 30 basis point benefit from taxpayers for being ‘too big to fail’, according to ME...

Financial planning • 27 June 2017

The corporate regulator has issued an instrument that would temporarily extend time to provide statements of advice for urgent superannuation advice....

Superannuation • 27 June 2017

ASIC has permanently banned a former AMP Financial Planning adviser from providing financial services for failing to comply with the best interests duty....

Financial planning • 27 June 2017

The Australian Securities and Investments Commission has pointed to an upward trend as 103 advisers were banned over the past three years....

Financial planning • 27 June 2017

A Federal Parliamentarian has specifically queried why research houses and dealer group investment committees are not held responsible for putting products on an APL whic...

Financial planning • 27 June 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...

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 3 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 5 days ago