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Lombard Risk has announced an Australia and New Zealand expansion on the back of new Australian Prudential Regulation Authority reporting requirements....

People & Products • 2 August 2017

Industry fund Vision Super is breaking new ground by moving to employ an environmental activist to help shape investment decisions....

People & Products • 2 August 2017

Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....

People & Products • 2 August 2017

Liquidnet has expanded its emerging market offering with the launch of the trading of Pakistani equities....

Funds management • 2 August 2017

OC Funds Management’s micro-cap fund has been included on FirstWrap and Macquarie Wrap....

Funds management • 2 August 2017

IOOF has appointed Paul Crisci as Australian equities portfolio manager in the IOOF Investments business, replacing now CIO, Dan Farmer....

Funds management • 2 August 2017

Apple and Google have removed binary option mobile apps from their app stores after a review from ASIC that found over 330 apps appeared to be unlicensed....

Financial planning • 2 August 2017

Sydney-based financial advisory firm Fortuity Strategic Advisers would expand its business following its acquisition of Just Advice Financial Services....

Financial planning • 2 August 2017

The Australian equity landscape is changing – driven by technology, demographic changes and regulation. With this challenging environment, investors need to look beyond t...

Knowledge Centre • 2 August 2017

Existing financial planners contemplating exiting the industry due to the new educational requirements should re-think their options due to the high demand for advice fr...

Financial planning • 2 August 2017

A Senate inquiry has been told that access to CPA Australia members’ e-mail addresses may have more quickly brought events to a head within the big accounting organisatio...

Accounting • 2 August 2017

If industry funds are donating or otherwise transmitting money to trade unions, the Australian Securities and Investments Commission says it won’t necessarily know....

Superannuation • 2 August 2017

Changes to LRBA arrangements have topped adviser queries but no immediate change is required in strategies just yet, according to BT Advice Technical....

Financial planning • 2 August 2017

Looking at global funds on a range of risk and return metrics shows Platinum Unhedged, Magellan Global and Platinum International have consistently outpaced their peers....

Funds management • 2 August 2017

Legg Mason’s Western Asset Macro Opportunities Bond Fund has been added to the Netwealth platform following financial adviser demand....

Funds management • 3 August 2017

IRESS has rolled out an updated version of XPLAN with an increased functionality allowing real-time access to individual XPLAN sessions....

Financial planning • 3 August 2017

Easton Investment’s conditional offer to buy the shares of GPS Wealth’s minority shareholders has been accepted....

Funds management • 3 August 2017

There is a lot to consider when implementing managed accounts into your practice. Find out more by joining our managed account webinar series....

Knowledge Centre • 3 August 2017

Fortnum Private Wealth has called for better incentives for young professionals to become financial planners....

Financial planning • 3 August 2017

The Australian Securities and Investments Commission has nominated life/risk churn as an area still high on its agenda and deserving of new expenditure....

Policy & Regulation • 3 August 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’...

1 week ago

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 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...

2 weeks 5 days ago