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Yarra Capital Management has appointed Michael Gordon to the firm’s parent company board as non-executive director....

People & Products • 28 June 2017

Suncorp has recruited internally to fill the key role of chief program excellence officer to coordinate the firm’s business plan deliverables....

People & Products • 28 June 2017

The Federal Government has appointed specialist taxation lawyer, Julianne Jaques to the Board of Taxation as a part-time member for three years....

People & Products • 28 June 2017

The Australian Prudential Regulation Authority has completed its organisational restructure with two senior appointments....

People & Products • 28 June 2017

Nikko Asset Management has announced it won two mandates from Zurich Investments....

Funds management • 28 June 2017

Technology-based insurance solutions have moved from the least commonly used fintech service to the second most popular....

Life/Risk • 28 June 2017

Netwealth has hit $14 billion in FUM/A following strong inflows and a focus on its managed account service....

Funds management • 28 June 2017

AIST has welcomed the digitalisation of superannuation choice forms, where a default fund must be named....

Superannuation • 28 June 2017

Regulations for intra-fund advice should be modified to enable mass recommendations to millions of super members on their retirement, perhaps even through carve-outs....

Superannuation • 28 June 2017

PIMCO discusses where they see opportunities in the global credit markets and how a multi-sector approach with a global perspective can help balance return against risk....

Knowledge Centre • 28 June 2017

The Institute of Public Accountants has pointed to the ending of the CPA Australia Professional Standards Scheme as a reason to help CPA members....

Accounting • 28 June 2017

The Association of Financial Advisers has pushed back on the Australian Securities and Investments Commission’s rules around who can and cannot use the term ‘independent’...

Financial planning • 28 June 2017

Australian Securities and Investments Commission chairman, Greg Medcraft has defended helping launch CPA Advice claiming getting accountants into the advice industry is a...

Financial planning • 28 June 2017

Peter Kelly looks at the considerations advisers need to make for their clients in terms of concessional contributions....

Tools & guides • 28 June 2017

Dexus has entered into a joint venture with Commercial & General to establish a new wholesale unlisted healthcare fund....

Funds management • 29 June 2017

A Victorian SMSF auditor has been disqualified by ASIC after he audited a fund of which he was a member....

Superannuation • 29 June 2017

Consulting firm GlobalData has called out the government over changes to the Investor Visa it said has deterred wealthy migrants from migrating to Australia....

Policy & Regulation • 29 June 2017

Platform provider, Powerwrap, has raised a further $19.4 million in capital from existing and new investors as it looks to list on the ASX later this year. ...

Financial planning • 29 June 2017

Advisers and investors turn to real return investing in uncertain times, according to Perpetual....

Funds management • 29 June 2017

The Australian Securities and Investments Commission has confirmed that insurance companies know which advisers are “churners” but have not always notified the regulator....

Financial planning • 29 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...

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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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