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Franklin Templeton Investments Australia has launched a web training portal accredited by the Financial Planning Association for continuing professional development....

Financial planning • 17 July 2017

A victims group has argued for an independent inquiry into the Trio Capital scheme which it said ASIC did not do, and pointed to a systemic failure of the entire financia...

Financial planning • 17 July 2017

The Government has only tinkered around the edges by closing off a superannuation guarantee loophole being used by unscrupulous employers, say the industry funds....

Superannuation • 17 July 2017

While Antipodes has come in second in the top five global equity funds, it’s one-year annualised performance topped the charts thanks to its Asian stocks....

Funds management • 17 July 2017

Superannuation funds which offer post-retirement products will be inherently conflicted with respect to member best interests and should not be afforded a legislative car...

Superannuation • 17 July 2017

Hamilton Lane has opened a Sydney office in efforts to provide Australian investors with private market investment expertise....

Funds management • 18 July 2017

Super funds which look offshore for equity opportunities will face new risks, according to Parametric’s study....

Funds management • 18 July 2017

Ignition Wealth has today announced the release of a self-managed super fund technology solution for administration processes....

Accounting • 18 July 2017

The SMSF Association has announced the establishment of a Global Centre of Excellence for Retirement Savings in Adelaide....

Financial planning • 18 July 2017

La Trobe Financial has today announced the retirement of long-serving chief operating officer Brian Ford and vice president – head of major clients, Daryl Hill....

Funds management • 18 July 2017

The Federal Government has moved to lift the restriction on the use of the descriptor ‘bank’ in a move which is expected to see many more approved deposit-taking institut...

Policy & Regulation • 18 July 2017

Professional advice is crucial to helping struggling companies find their way to recovery according to both the Australian Securities and Investments Commission and the L...

Financial planning • 18 July 2017

Retirees need well-designed income solutions that provide sustainable and growing income stream allied to capital growth over time...

Knowledge Centre • 18 July 2017

Institutional advice cannot be unbiased when institutions are both product manufacturers and owners of a licensee, while individual adviser licensing will be preferred as...

Financial planning • 18 July 2017

Accountants remain confused about various elements of the new limited licensing regime, including compliance obligations, and statements of advice....

Accounting • 18 July 2017

ANZ Wealth has today announced the launch of its third series of APEX Lunch and Learn webinars....

People & Products • 19 July 2017

The industry veterans who co-founded BigFuture have brought a new wealth management app to market....

People & Products • 19 July 2017

NESS Super chief executive, Angie Mastrippolito, has been recruited as COO of NGS Super alongside Deloitte’s Ben Facer, who has been appointed as chief risk and governanc...

People & Products • 19 July 2017

Vanguard has appointed Tim Buckley as its new CEO while former Vanguard Investments Australia director, Greg Davis, has become CIO....

People & Products • 19 July 2017

Australian fintech, CXi Software, has announced Linchpin Capital Group Limited-owned Endeavour Securities (Australia) Limited has gone live on its unit registry platform....

People & Products • 19 July 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. ...

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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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