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The Financial Planning Association has strongly opposed Treasury inclinations towards the creation of a passive “MyRetirement” regime similar to MySuper....

Financial planning • 12 July 2017

FOFA reforms were never intended to address the issues that emerged out of vertically integrated advice businesses and needs to be examined separately, the FPA said....

Financial planning • 12 July 2017

The Financial Planning Association is strongly opposing a compensation scheme of last resort but wants product manufactures, research houses and others to pay if it becom...

Financial planning • 12 July 2017

The Finance Sector Union has argued for the extension of the Future of Financial Advice best interests duty to general advice....

Financial planning • 12 July 2017

The steel sector is seen as one of the larger beneficiaries of a number of proposed initiatives from the Trump administration. What are the long term challenges facing th...

Knowledge Centre • 12 July 2017

Real Asset Management has launched two SMA strategies via the Macquarie Wrap (IDPS and Super), saying it made sense to outsource to specialists in this space....

Funds management • 13 July 2017

Self-managed super fund administrator, Xpress Super has recorded a 100 per cent organic growth for the 2016-2017 financial year....

Superannuation • 13 July 2017

Perpetual has announced it will continue to act in the interest of unitholders after the court dismissed its claim against Brickworks and WHSP. ...

Funds management • 13 July 2017

Cashdeck has today announced it has signed an agreement with self-directed online market place, MyMoney to provide financial education and software.,...

Financial planning • 13 July 2017

Innovation in educational technology could lead to simulations of financial planner-client advice scenarios, leading to enhancements in the delivery of education....

Financial planning • 13 July 2017

MainstreamBPO is set to acquire IRESS’ super admin business for customer-owned banks it acquired as part of its acquisition of Financial Synergy....

Superannuation • 13 July 2017

The performance of the emerging market funds have defied commonly-held perceptions by outshining the S&P/ASX 200 index, according to FE Analytics. ...

Funds management • 13 July 2017

The Association of Financial Advisers has warned the Government the growing burden of regulatory costs could see some smaller financial services licensees exit the sector...

Financial planning • 13 July 2017

The latest Investment Trends research has revealed that most planners are ready to switch platforms in pursuit of better service and features....

Financial planning • 13 July 2017

Through compelling charts and graphs, this flipbook highlights the many reasons active management makes sense for bonds, and why it’s especially important today....

Knowledge Centre • 13 July 2017

Digital solutions provider SuiteBox has announced the appointment of a new chief revenue officer to oversee the firm’s global growth....

Financial planning • 13 July 2017

Results from a Deloitte Digital/MIT Sloan Management Review study showed non-digitally maturing financial companies have fallen behind their tech-able competitors....

Financial planning • 14 July 2017

CFS’ FirstTech app is now available to all CFS platform advisers to provide advisers with fast access to the latest super, tax, social security, and aged care information...

Financial planning • 14 July 2017

Changes to investment lending law has been found to have had increased negative affect on potential property investors....

Life/Risk • 14 July 2017

Vanguard has appointed Tim Buckley as new president and director and he will succeed Bill McNabb as CEO in January, 2018....

Funds management • 14 July 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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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. ...

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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 3 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...

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